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Invesco BulletShares 2027 Corporate Bond ETF

289 hedge funds and large institutions have $1.64B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 179 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
289
Holders Change
+20
Holders Change %
+7.43%
% of All Funds
4.18%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
34
Increased
179
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$162M 8,224,324 -92,681 -1%
Wells Fargo
2
Wells Fargo
California
$96.4M 4,889,116 +661,085 +16%
LPL Financial
3
LPL Financial
California
$78.2M 3,967,936 +284,428 +8%
Bank of America
4
Bank of America
North Carolina
$77.1M 3,911,869 -210,302 -5%
MF
5
Manchester Financial
California
$64.5M 3,272,686 +1,401,519 +75%
UBS Group
6
UBS Group
Switzerland
$57.1M 2,893,795 +34,571 +1%
CA
7
Clearstead Advisors
Ohio
$50M 2,537,475 +126,958 +5%
HBT
8
Hills Bank & Trust
Iowa
$46.1M 2,338,825 +78,132 +3%
RJA
9
Raymond James & Associates
Florida
$46M 2,333,128 +296,177 +15%
AWM
10
Avior Wealth Management
Nebraska
$36.4M 1,845,707 +344,278 +23%
Invesco
11
Invesco
Georgia
$34.9M 1,772,257 +363,542 +26%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$31.8M 1,614,713 +672,034 +71%
BCM
13
Brookstone Capital Management
Illinois
$31.3M 1,585,905 -18,686 -1%
RMDI
14
R.M. Davis Inc
Maine
$27.4M 1,391,902 +15,021 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$27.2M 1,379,321 +160,787 +13%
SFG
16
SNS Financial Group
Minnesota
$24.6M 1,248,812 +1,230,726 +6,805%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$20.1M 1,021,446 +31,610 +3%
TF
18
TLWM Financial
Texas
$19.7M 998,631 +37,960 +4%
AIM
19
Anchor Investment Management
South Carolina
$17.4M 882,415 +35,051 +4%
Legacy Financial Group (Iowa)
20
Legacy Financial Group (Iowa)
Iowa
$15.7M 793,971 +19,620 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$15M 758,953 +99,941 +15%
MML Investors Services
22
MML Investors Services
Massachusetts
$14.5M 734,915 +82,192 +13%
ADL
23
Asset Dedication LLC
California
$14.4M 728,382 +9,184 +1%
4WM
24
49 Wealth Management
Texas
$14.3M 724,868 +57,095 +9%
MFWM
25
Motley Fool Wealth Management
Virginia
$14.2M 720,499 -36,391 -5%