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Invesco BulletShares 2027 Corporate Bond ETF

269 hedge funds and large institutions have $1.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 154 increasing their positions, 49 reducing their positions, and 15 closing their positions.

Holders
269
Holders Change
+17
Holders Change %
+6.75%
% of All Funds
3.91%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
36
Increased
154
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$160M 8,317,005 +270,457 +3%
Wells Fargo
2
Wells Fargo
California
$81.3M 4,228,031 +370,037 +10%
Bank of America
3
Bank of America
North Carolina
$79.2M 4,122,171 -965,554 -19%
LPL Financial
4
LPL Financial
California
$70.8M 3,683,508 +92,505 +3%
UBS Group
5
UBS Group
Switzerland
$55M 2,859,224 +115,730 +4%
CA
6
Clearstead Advisors
Ohio
$46.3M 2,410,517 +2,410,517 New
HBT
7
Hills Bank & Trust
Iowa
$43.5M 2,260,693 +282,557 +14%
RJA
8
Raymond James & Associates
Florida
$39.2M 2,036,951 +896,186 +79%
MF
9
Manchester Financial
California
$36M 1,871,167 +617,495 +49%
BCM
10
Brookstone Capital Management
Illinois
$31.2M 1,604,591 -39,733 -2%
EB
11
Eastern Bank
Massachusetts
$31M 1,612,947 +16,260 +1%
AWM
12
Avior Wealth Management
Nebraska
$28.9M 1,501,429 +428,943 +40%
Invesco
13
Invesco
Georgia
$27.1M 1,408,715 +333,411 +31%
RMDI
14
R.M. Davis Inc
Maine
$26.5M 1,376,881 +42,442 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$23.4M 1,218,534 +82,895 +7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$19M 989,836 +18,421 +2%
TF
17
TLWM Financial
Texas
$18.5M 960,671 +32,715 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.1M 942,679 +230,394 +32%
AIM
19
Anchor Investment Management
South Carolina
$16.3M 847,364 +83,800 +11%
Legacy Financial Group (Iowa)
20
Legacy Financial Group (Iowa)
Iowa
$14.9M 774,351 +67,672 +10%
MFWM
21
Motley Fool Wealth Management
Virginia
$14.6M 756,890 +13,388 +2%
ADL
22
Asset Dedication LLC
California
$13.8M 719,198 +22,033 +3%
4WM
23
49 Wealth Management
Texas
$12.8M 667,773 +667,773 New
Osaic Holdings
24
Osaic Holdings
Arizona
$12.7M 659,012 +172,487 +35%
KAS
25
Kestra Advisory Services
Texas
$12.6M 657,991 +467,684 +246%