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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

182 hedge funds and large institutions have $637M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
182
Holders Change
+15
Holders Change %
+8.98%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
106
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Avior Wealth Management
Nebraska
$12.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$59.4M
3
Wells Fargo
3
Wells Fargo
California
$35.7M
4
CG
4
Colony Group
Massachusetts
$10.4M
5
Lido Advisors
5
Lido Advisors
California
$8.81M

Top Sellers

1
MFWM
1
Motley Fool Wealth Management
Virginia
$19.5M
2
Jane Street
2
Jane Street
New York
$4.98M
3
KAS
3
Kestra Advisory Services
Texas
$2.43M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$13.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.4M 3,078,474 +509,212 +20%
BCM
2
Brookstone Capital Management
Illinois
$39.9M 2,068,407 +54,014 +3%
Wells Fargo
3
Wells Fargo
California
$35.7M 1,848,381 +392,285 +27%
ACA
4
Aptus Capital Advisors
Alabama
$31.9M 1,651,708 -15,760 -0.9%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$31.7M 1,643,423 +76,699 +5%
EB
6
Eastern Bank
Massachusetts
$28M 1,449,851 +92,755 +7%
UBS Group
7
UBS Group
Switzerland
$23.9M 1,238,281 +108,131 +10%
LPL Financial
8
LPL Financial
California
$20.1M 1,041,959 +202,120 +24%
MFWM
9
Motley Fool Wealth Management
Virginia
$19.5M 1,010,755 -153,672 -13%
HighTower Advisors
10
HighTower Advisors
Illinois
$19.4M 1,006,008 +109,420 +12%
Bank of America
11
Bank of America
North Carolina
$14.8M 766,939 +178,307 +30%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$13.9M 719,803 -34,042 -5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$13.3M 688,189 +102,171 +17%
AWM
14
Avior Wealth Management
Nebraska
$12.1M 628,661 +628,661 New
CG
15
Colony Group
Massachusetts
$10.4M 537,699 +384,468 +251%
RJA
16
Raymond James & Associates
Florida
$10.3M 533,939 +142,186 +36%
ADL
17
Asset Dedication LLC
California
$10.3M 531,814 +34,972 +7%
Legacy Financial Group (Iowa)
18
Legacy Financial Group (Iowa)
Iowa
$9.72M 503,389 +173,544 +53%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.53M 493,433 +122,923 +33%
TF
20
TLWM Financial
Texas
$9.52M 493,175 +186,557 +61%
Invesco
21
Invesco
Georgia
$9.3M 481,500 +234,587 +95%
CPC
22
Cookson Peirce & Co
Pennsylvania
$8.86M 458,791 +5,275 +1%
Lido Advisors
23
Lido Advisors
California
$8.81M 456,533 +329,499 +259%
Ameriprise
24
Ameriprise
Minnesota
$7.25M 376,468 +222,330 +144%
MF
25
Manchester Financial
California
$6.31M 326,933 +326,933 New
1
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