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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

327 hedge funds and large institutions have $1.87B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 174 increasing their positions, 53 reducing their positions, and 23 closing their positions.

Holders
327
Holders Change
+38
Holders Change %
+13.15%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
68
Increased
174
Reduced
53
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$75.1M
2
MCM
2
MAI Capital Management
Ohio
$39.6M
3
IAA
3
Independent Advisor Alliance
North Carolina
$18.1M
4
Wells Fargo
4
Wells Fargo
California
$111M
5
CWM
5
Cornerstone Wealth Management
Missouri
$12M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$3.85M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.93M
4
MF
4
Manchester Financial
California
$58.5M
5
GLA
5
Good Life Advisors
Pennsylvania
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$166M 8,499,060 +274,736 +3%
Wells Fargo
2
Wells Fargo
California
$111M 5,693,129 +804,013 +16%
LPL Financial
3
LPL Financial
California
$87.6M 4,498,732 +530,796 +13%
Bank of America
4
Bank of America
North Carolina
$76.5M 3,926,426 +14,557 +0.4%
Raymond James Financial
5
Raymond James Financial
Florida
$75.1M 3,852,826 +3,852,826 New
UBS Group
6
UBS Group
Switzerland
$62.9M 3,227,500 +333,705 +12%
MF
7
Manchester Financial
California
$58.5M 3,002,123 -270,563 -8%
CA
8
Clearstead Advisors
Ohio
$51.6M 2,646,447 +108,972 +4%
HBT
9
Hills Bank & Trust
Iowa
$45.9M 2,354,624 +15,799 +0.7%
Invesco
10
Invesco
Georgia
$44.6M 2,289,649 +517,392 +29%
AWM
11
Avior Wealth Management
Nebraska
$40.3M 2,070,713 +225,006 +12%
MCM
12
MAI Capital Management
Ohio
$39.6M 2,034,153 +2,034,153 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$36.4M 1,870,305 +255,592 +16%
BCM
14
Brookstone Capital Management
Illinois
$30.5M 1,567,110 -18,795 -1%
RMDI
15
R.M. Davis Inc
Maine
$29M 1,488,081 +96,179 +7%
SFG
16
SNS Financial Group
Minnesota
$28.1M 1,442,675 +193,863 +16%
TF
17
TLWM Financial
Texas
$21.7M 1,114,647 +116,016 +12%
4WM
18
49 Wealth Management
Texas
$20.6M 1,056,058 +331,190 +46%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$19.9M 1,022,243 +797 +0.1%
AIM
20
Anchor Investment Management
South Carolina
$18.3M 941,859 +59,444 +7%
IAA
21
Independent Advisor Alliance
North Carolina
$18.1M 929,329 +929,329 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$17.6M 905,798 +349,614 +63%
MML Investors Services
23
MML Investors Services
Massachusetts
$16.8M 860,484 +125,569 +17%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$16.7M 855,470 +61,499 +8%
Osaic Holdings
25
Osaic Holdings
Arizona
$16.5M 848,710 +89,757 +12%
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