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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

70 hedge funds and large institutions have $106M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
38
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$5.68M
2
Wells Fargo
2
Wells Fargo
California
$8.71M
3
P
3
Paradiem
Louisiana
$2.39M
4
SEEDPG
4
S.E.E.D. Planning Group
New York
$1.93M
5
LPL Financial
5
LPL Financial
California
$8.72M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.75M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.69M
3
OMC
3
Old Mission Capital
Illinois
$238K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.87M
5
FTUS
5
Flow Traders U.S.
New York
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.22M -$113K -5,061 -8%
NA
27
NewEdge Advisors
Louisiana
$1.11M +$15.8K +709 +1%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$1.06M +$269K +12,109 +34%
SWM
29
Segment Wealth Management
Texas
$1.05M +$382K +17,160 +57%
OIM
30
Oder Investment Management
California
$1.05M +$110K +4,930 +12%
SS
31
Sound Stewardship
Kansas
$1.05M +$843K +37,886 +417%
RJA
32
Raymond James & Associates
Florida
$1.03M +$426K +19,133 +70%
BA
33
Ballew Advisors
Mississippi
$853K +$139K +6,310 +19%
Bank of America
34
Bank of America
North Carolina
$796K +$273K +12,249 +52%
RSWM
35
Robertson Stephens Wealth Management
California
$717K – – –
BCM
36
Brookstone Capital Management
Illinois
$691K -$114K -5,109 -14%
IWC
37
Integrated Wealth Concepts
Massachusetts
$648K +$399K +17,936 +161%
EWM
38
Empirical Wealth Management
Washington
$630K +$7.65K +344 +1%
PAG
39
Private Advisor Group
New Jersey
$628K -$6.36K -286 -1%
CAN
40
Cetera Advisor Networks
California
$551K +$293K +13,189 +114%
Legacy Financial Group (Iowa)
41
Legacy Financial Group (Iowa)
Iowa
$547K +$547K +24,597 New
Comerica Bank
42
Comerica Bank
Texas
$529K +$178K +8,022 +51%
ACM
43
AlphaStar Capital Management
North Carolina
$412K +$9.75K +438 +2%
PAG
44
Private Advisory Group
Washington
$407K +$10.5K +470 +3%
4FG
45
4Thought Financial Group
New York
$399K -$7.57K -340 -2%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$369K +$155K +6,987 +73%
AF
47
Allworth Financial
California
$366K – – –
MA
48
MONECO Advisors
Connecticut
$286K -$20.3K -911 -7%
BRWA
49
B. Riley Wealth Advisors
Florida
$263K +$61.3K +2,866 +30%
AWA
50
Arete Wealth Advisors
Illinois
$261K +$261K +11,749 New
1
2
3