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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

45 hedge funds and large institutions have $40.9M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
24
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.31M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.04M
4
DWM
4
Denver Wealth Management
Colorado
$2.11M
5
IF
5
Ironwood Financial
Arizona
$2.06M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
SPWM
2
Straight Path Wealth Management
Michigan
$0
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
GIA
4
Gladstone Institutional Advisory
Florida
$0
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HIP
26
HUB Investment Partners
Texas
$463K 21,180 +21,180 New
ZIM
27
Zacks Investment Management
Illinois
$454K 20,780 +20,780 New
CIC
28
Carnegie Investment Counsel
Ohio
$434K 19,880 +1,233 +7%
PAG
29
Private Advisory Group
Washington
$434K 19,854 +19,854 New
SWM
30
Segment Wealth Management
Texas
$369K 16,900 +1,350 +9%
Stifel Financial
31
Stifel Financial
Missouri
$324K 14,840 +2,862 +24%
ACM
32
AlphaStar Capital Management
North Carolina
$310K 14,218 +14,218 New
UBS Group
33
UBS Group
Switzerland
$306K 13,996 -445 -3%
Legacy Financial Group (Iowa)
34
Legacy Financial Group (Iowa)
Iowa
$263K 12,021 +229 +2%
MA
35
MONECO Advisors
Connecticut
$226K 10,359 – –
CCP
36
Carmel Capital Partners
California
$197K 9,000 +9,000 New
GRP
37
Global Retirement Partners
California
$90.3K 4,170 +4,170 New
SIC
38
SJS Investment Consulting
Ohio
$33.4K 1,529 – –
HWM
39
Horizons Wealth Management
North Carolina
$32.6K 1,492 – –
KFI
40
Key Financial Inc
Pennsylvania
$23.6K 1,080 – –
GI
41
Gradient Investments
Minnesota
$12.6K 575 -686 -54%
PTC
42
Private Trust Company
Ohio
$8.43K 386 -6 -2%
AIM
43
Anchor Investment Management
South Carolina
$6.33K 290 +290 New
AAS
44
Ameritas Advisory Services
Nebraska
$870 40 +40 New
AF
45
Advisornet Financial
Minnesota
$590 27 +27 New
Invesco
46
Invesco
Georgia
– – -57,892 Closed
SPWM
47
Straight Path Wealth Management
Michigan
– – -14,592 Closed
BFA
48
Beaumont Financial Advisors
Massachusetts
– – -14,256 Closed
GIA
49
Gladstone Institutional Advisory
Florida
– – -9,834 Closed
BFEC
50
Benjamin F. Edwards & Company
Missouri
– – -2,500 Closed
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2
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