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Invesco BulletShares 2027 Corporate Bond ETF

198 hedge funds and large institutions have $718M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 42 reducing their positions, and 7 closing their positions.

Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
105
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$96.8M 5,085,532 +2,007,058 +65%
Wells Fargo
2
Wells Fargo
California
$40.7M 2,141,490 +293,109 +16%
BCM
3
Brookstone Capital Management
Illinois
$38.6M 2,045,405 -23,002 -1%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$32.4M 1,700,446 +57,023 +3%
EB
5
Eastern Bank
Massachusetts
$27.9M 1,466,204 +16,353 +1%
UBS Group
6
UBS Group
Switzerland
$27.3M 1,434,447 +196,166 +16%
LPL Financial
7
LPL Financial
California
$19.9M 1,045,582 +3,623 +0.3%
MFWM
8
Motley Fool Wealth Management
Virginia
$19.8M 1,041,076 +30,321 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$19M 1,000,484 -5,524 -0.5%
Bank of America
10
Bank of America
North Carolina
$15.2M 798,440 +31,501 +4%
AWM
11
Avior Wealth Management
Nebraska
$14.4M 756,055 +127,394 +20%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$13.9M 728,691 +40,502 +6%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$13.5M 707,336 -12,467 -2%
RJA
14
Raymond James & Associates
Florida
$12.4M 650,949 +117,010 +22%
Jane Street
15
Jane Street
New York
$12.2M 643,243 +385,276 +149%
Legacy Financial Group (Iowa)
16
Legacy Financial Group (Iowa)
Iowa
$11.3M 595,202 +91,813 +18%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.2M 590,593 +97,160 +20%
SFG
18
Sterling Financial Group
California
$10.6M 558,019 +558,019 New
ADL
19
Asset Dedication LLC
California
$10.3M 540,008 +8,194 +2%
TF
20
TLWM Financial
Texas
$10.2M 533,657 +40,482 +8%
CG
21
Colony Group
Massachusetts
$9.67M 507,863 -29,836 -6%
Lido Advisors
22
Lido Advisors
California
$9.37M 492,626 +36,093 +8%
CPC
23
Cookson Peirce & Co
Pennsylvania
$8.86M 465,745 +6,954 +2%
Invesco
24
Invesco
Georgia
$8.82M 463,764 -17,736 -4%
Ameriprise
25
Ameriprise
Minnesota
$8.21M 431,330 +54,862 +15%