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Invesco BulletShares 2027 Corporate Bond ETF

252 hedge funds and large institutions have $1.32B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 46 reducing their positions, and 21 closing their positions.

Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
148
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$155M 8,046,548 -6,371,136 -44%
Bank of America
2
Bank of America
North Carolina
$98.1M 5,087,725 +2,421,974 +91%
Wells Fargo
3
Wells Fargo
California
$74.4M 3,857,994 +376,979 +11%
LPL Financial
4
LPL Financial
California
$69.3M 3,591,003 +1,629,770 +83%
UBS Group
5
UBS Group
Switzerland
$52.9M 2,743,494 +408,789 +18%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$43.7M 2,263,580 +316,260 +16%
HBT
7
Hills Bank & Trust
Iowa
$38.2M 1,978,136 +1,041,206 +111%
BCM
8
Brookstone Capital Management
Illinois
$31.7M 1,644,324 -129,293 -7%
EB
9
Eastern Bank
Massachusetts
$30.8M 1,596,687 +122,995 +8%
RMDI
10
R.M. Davis Inc
Maine
$25.7M 1,334,439 +87,842 +7%
MF
11
Manchester Financial
California
$24.2M 1,253,672 +50,386 +4%
RJA
12
Raymond James & Associates
Florida
$22M 1,140,765 +146,603 +15%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$21.9M 1,135,639 +292,070 +35%
Invesco
14
Invesco
Georgia
$20.7M 1,075,304 +243,473 +29%
AWM
15
Avior Wealth Management
Nebraska
$20.7M 1,072,486 +147,537 +16%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$18.7M 971,415 +94,957 +11%
Jane Street
17
Jane Street
New York
$18.6M 965,566 +573,282 +146%
TF
18
TLWM Financial
Texas
$17.9M 927,956 +83,137 +10%
AIM
19
Anchor Investment Management
South Carolina
$14.7M 763,564 +751,125 +6,038%
MFWM
20
Motley Fool Wealth Management
Virginia
$14.3M 743,502 -359,496 -33%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$13.7M 712,285 +146,840 +26%
Legacy Financial Group (Iowa)
22
Legacy Financial Group (Iowa)
Iowa
$13.6M 706,679 +684,923 +3,148%
ADL
23
Asset Dedication LLC
California
$13.4M 697,165 +161,968 +30%
Ameriprise
24
Ameriprise
Minnesota
$13.2M 682,020 +356,020 +109%
IAS
25
IMA Advisory Services
Colorado
$11M 570,410 -52,674 -8%