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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

67 hedge funds and large institutions have $101M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
38
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.86M
2
Jane Street
2
Jane Street
New York
$6.93M
3
RC
3
Rovin Capital
Arizona
$2.69M
4
CA
4
Cetera Advisors
Colorado
$4.59M
5
OMC
5
Old Mission Capital
Illinois
$2.37M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$4.49M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.6M
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$1.1M -$18.8K -840 -2%
OIM
27
Oder Investment Management
California
$943K +$943K +42,138 New
BCM
28
Brookstone Capital Management
Illinois
$809K +$14.2K +637 +2%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$797K +$282K +12,607 +55%
BA
30
Ballew Advisors
Mississippi
$724K +$8.98K +401 +1%
RSWM
31
Robertson Stephens Wealth Management
California
$721K – – –
SWM
32
Segment Wealth Management
Texas
$670K +$152K +6,800 +29%
PAG
33
Private Advisor Group
New Jersey
$637K +$112K +5,011 +21%
EWM
34
Empirical Wealth Management
Washington
$625K +$4.9K +219 +0.8%
RJA
35
Raymond James & Associates
Florida
$607K +$364K +16,261 +149%
Bank of America
36
Bank of America
North Carolina
$526K +$50.9K +2,276 +11%
UBS Group
37
UBS Group
Switzerland
$451K +$118K +5,265 +35%
4FG
38
4Thought Financial Group
New York
$409K +$74.1K +3,314 +22%
ACM
39
AlphaStar Capital Management
North Carolina
$405K +$39.7K +1,776 +11%
PAG
40
Private Advisory Group
Washington
$399K +$12.1K +543 +3%
IA
41
IFG Advisory
Georgia
$382K +$382K +17,084 New
AF
42
Allworth Financial
California
$368K – – –
Comerica Bank
43
Comerica Bank
Texas
$353K – – –
MA
44
MONECO Advisors
Connecticut
$308K +$42.7K +1,907 +16%
WA
45
WESPAC Advisors
California
$262K +$262K +11,716 New
CAN
46
Cetera Advisor Networks
California
$259K +$259K +11,597 New
QCIG
47
Quad-Cities Investment Group
Iowa
$257K +$46.3K +2,079 +22%
IWC
48
Integrated Wealth Concepts
Massachusetts
$250K +$11.8K +526 +5%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$223K – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$215K +$215K +9,617 New
1
2
3