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Invesco BulletShares 2027 Corporate Bond ETF

210 hedge funds and large institutions have $832M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
210
Holders Change
+12
Holders Change %
+6.06%
% of All Funds
3.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
25
Increased
114
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$117M 6,223,847 +1,138,315 +22%
Wells Fargo
2
Wells Fargo
California
$51.4M 2,745,262 +603,772 +28%
BCM
3
Brookstone Capital Management
Illinois
$34.5M 1,861,531 -183,874 -9%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$33.9M 1,808,365 +107,919 +6%
UBS Group
5
UBS Group
Switzerland
$29.4M 1,567,604 +133,157 +9%
EB
6
Eastern Bank
Massachusetts
$27.6M 1,472,850 +6,646 +0.5%
LPL Financial
7
LPL Financial
California
$22.9M 1,220,835 +175,253 +17%
MF
8
Manchester Financial
California
$22M 1,175,625 +939,376 +398%
Bank of America
9
Bank of America
North Carolina
$21.1M 1,127,865 +329,425 +41%
MFWM
10
Motley Fool Wealth Management
Virginia
$20.2M 1,080,157 +39,081 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$17M 909,350 -91,134 -9%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$16.3M 870,596 +163,260 +23%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$15M 801,301 +72,610 +10%
AWM
14
Avior Wealth Management
Nebraska
$14.6M 776,962 +20,907 +3%
RJA
15
Raymond James & Associates
Florida
$13.6M 724,860 +73,911 +11%
SFG
16
Sterling Financial Group
California
$12.3M 658,487 +100,468 +18%
Legacy Financial Group (Iowa)
17
Legacy Financial Group (Iowa)
Iowa
$12.1M 645,816 +50,614 +9%
IAS
18
IMA Advisory Services
Colorado
$12.1M 645,182 +645,182 New
Invesco
19
Invesco
Georgia
$11.9M 637,643 +173,879 +37%
TF
20
TLWM Financial
Texas
$11.6M 621,641 +87,984 +16%
ADL
21
Asset Dedication LLC
California
$10.2M 543,549 +3,541 +0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9.92M 529,566 -61,027 -10%
Stifel Financial
23
Stifel Financial
Missouri
$9.72M 518,955 +101,385 +24%
Jane Street
24
Jane Street
New York
$9.22M 491,935 -151,308 -24%
CG
25
Colony Group
Massachusetts
$9.18M 489,883 -17,980 -4%