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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

97 hedge funds and large institutions have $168M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
97
Holders Change
+18
Holders Change %
+22.78%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
54
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.3M
2
LPL Financial
2
LPL Financial
California
$14.4M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$5.91M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$12.1M
5
Invesco
5
Invesco
Georgia
$2.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
EH
2
Equitable Holdings
New York
$1.76M
3
MA
3
MONECO Advisors
Connecticut
$0
4
SPIA
4
Steward Partners Investment Advisory
New York
$4.27K
5
RSWM
5
Robertson Stephens Wealth Management
California
$588K
Name Market Value Shares Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$1.76M 77,684 -35,041 -31%
RJA
27
Raymond James & Associates
Florida
$1.69M 74,603 +17,210 +30%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.53M 67,289 +22,165 +49%
BCI
29
Brinker Capital Investments
Pennsylvania
$1.49M 65,713 +2,849 +5%
OPS
30
Orion Portfolio Solutions
Nebraska
$1.49M 65,713 +2,849 +5%
SWM
31
Segment Wealth Management
Texas
$1.42M 62,750 +8,810 +16%
NA
32
NewEdge Advisors
Louisiana
$1.32M 57,936 +5,548 +11%
Legacy Financial Group (Iowa)
33
Legacy Financial Group (Iowa)
Iowa
$1.28M 56,278 +8,745 +18%
Bank of America
34
Bank of America
North Carolina
$1.25M 54,885 +4,399 +9%
UBS Group
35
UBS Group
Switzerland
$1.12M 49,495 -5,942 -11%
AFG
36
Atomi Financial Group
New York
$1.12M 49,396 +16,519 +50%
SS
37
Sound Stewardship
Kansas
$1.12M 49,251 +2,733 +6%
HIP
38
HUB Investment Partners
Texas
$1.08M 47,505 +9,045 +24%
ACM
39
Altrius Capital Management
North Carolina
$991K 43,646 +23,836 +120%
KAS
40
Kestra Advisory Services
Texas
$876K 38,585 +2,233 +6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$866K 38,150 +13,020 +52%
PAG
42
Private Advisor Group
New Jersey
$861K 37,921 +416 +1%
TSWM
43
Tyler-Stone Wealth Management
Ohio
$821K 36,160 +31,235 +634%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$819K 36,113 +22,288 +161%
Brown Advisory
45
Brown Advisory
Maryland
$786K 34,622 – –
IWC
46
Integrated Wealth Concepts
Massachusetts
$759K 33,441 +3,145 +10%
BCM
47
Brookstone Capital Management
Illinois
$742K 32,693 +889 +3%
EWM
48
Empirical Wealth Management
Washington
$688K 30,323 +237 +0.8%
RSWM
49
Robertson Stephens Wealth Management
California
$588K 25,890 -6,335 -20%
GI
50
GAMMA Investing
California
$571K 25,138 +7,207 +40%
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