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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

50 hedge funds and large institutions have $52.1M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
22
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.49M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$4.96M
3
Jane Street
3
Jane Street
New York
$3.81M
4
GGI
4
GPM Growth Investors
Michigan
$3.66M
5
BAM
5
Banta Asset Management
California
$3.15M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$356K
2
DWM
2
Denver Wealth Management
Colorado
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$0
5
4FG
5
4Thought Financial Group
New York
$320K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
26
Carnegie Investment Counsel
Ohio
$448K +$17.3K +801 +4%
Bank of America
27
Bank of America
North Carolina
$356K -$2.79M -128,998 -89%
AF
28
Allworth Financial
California
$356K +$356K +16,430 New
Stifel Financial
29
Stifel Financial
Missouri
$355K +$34.3K +1,585 +11%
SWM
30
Segment Wealth Management
Texas
$354K -$11.3K -520 -3%
PAG
31
Private Advisory Group
Washington
$353K -$76.2K -3,522 -18%
UBS Group
32
UBS Group
Switzerland
$335K +$32K +1,479 +11%
4FG
33
4Thought Financial Group
New York
$320K -$193K -8,908 -38%
ACM
34
AlphaStar Capital Management
North Carolina
$319K +$11.7K +542 +4%
MA
35
MONECO Advisors
Connecticut
$251K +$26.8K +1,238 +12%
RJA
36
Raymond James & Associates
Florida
$245K +$245K +11,322 New
BRWA
37
B. Riley Wealth Advisors
Florida
$226K +$226K +10,458 New
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$216K +$216K +9,980 New
QCIG
39
Quad-Cities Investment Group
Iowa
$203K +$203K +9,387 New
GRP
40
Global Retirement Partners
California
$78.2K -$12K -555 -13%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$44K +$44K +2,034 New
CAL
42
Capital Analysts LLC
Pennsylvania
$41K +$41K +1,887 New
HWM
43
Horizons Wealth Management
North Carolina
$32.3K – – –
KFI
44
Key Financial Inc
Pennsylvania
$23.4K – – –
CCP
45
Carmel Capital Partners
California
$21.6K -$173K -8,000 -89%
GI
46
Gradient Investments
Minnesota
$14.2K +$1.75K +81 +14%
PTC
47
Private Trust Company
Ohio
$8.35K – – –
AIM
48
Anchor Investment Management
South Carolina
$6.28K – – –
AF
49
Advisornet Financial
Minnesota
$584 – – –
FGAM
50
Financial Gravity Asset Management
Texas
$545 +$545 +22 New
1
2
3