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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

79 hedge funds and large institutions have $122M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$8.27M
2
IAS
2
IMA Advisory Services
Colorado
$4.11M
3
SIC
3
SFE Investment Counsel
California
$6.78M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$6.99M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.13M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
LPL Financial
2
LPL Financial
California
$8.12M
3
BA
3
Ballew Advisors
Mississippi
$327K
4
HIP
4
HUB Investment Partners
Texas
$849K
5
Jane Street
5
Jane Street
New York
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$1.25M 56,616 +8,861 +19%
UBS Group
27
UBS Group
Switzerland
$1.22M 55,437 -2,605 -4%
SWM
28
Segment Wealth Management
Texas
$1.19M 53,940 +6,840 +15%
NA
29
NewEdge Advisors
Louisiana
$1.16M 52,388 +2,328 +5%
Bank of America
30
Bank of America
North Carolina
$1.11M 50,486 +14,719 +41%
Legacy Financial Group (Iowa)
31
Legacy Financial Group (Iowa)
Iowa
$1.05M 47,533 +22,936 +93%
SS
32
Sound Stewardship
Kansas
$1.03M 46,518 -461 -1%
Osaic Holdings
33
Osaic Holdings
Arizona
$996K 45,124 -9,608 -18%
Citadel Advisors
34
Citadel Advisors
Florida
$973K 44,071 +44,071 New
HIP
35
HUB Investment Partners
Texas
$849K 38,460 -19,059 -33%
PAG
36
Private Advisor Group
New Jersey
$828K 37,505 +9,301 +33%
KAS
37
Kestra Advisory Services
Texas
$803K 36,352 +36,352 New
Brown Advisory
38
Brown Advisory
Maryland
$765K 34,622 +34,622 New
AFG
39
Atomi Financial Group
New York
$726K 32,877 +32,877 New
BCM
40
Brookstone Capital Management
Illinois
$712K 31,804 +769 +2%
RSWM
41
Robertson Stephens Wealth Management
California
$712K 32,225 – –
IWC
42
Integrated Wealth Concepts
Massachusetts
$669K 30,296 +1,192 +4%
EWM
43
Empirical Wealth Management
Washington
$664K 30,086 +1,784 +6%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$555K 25,130 +8,526 +51%
Comerica Bank
45
Comerica Bank
Texas
$526K 23,797 – –
PAG
46
Private Advisory Group
Washington
$506K 22,903 +4,611 +25%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$448K 20,301 +20,301 New
4FG
48
4Thought Financial Group
New York
$443K 20,072 +2,121 +12%
ACM
49
Altrius Capital Management
North Carolina
$437K 19,810 +19,810 New
ACM
50
AlphaStar Capital Management
North Carolina
$397K 17,982 -541 -3%
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