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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 %
BRWA
51
B. Riley Wealth Advisors
Florida
$211K -$64.1K -2,866 -23%
SS
52
Sound Stewardship
Kansas
$203K +$203K +9,093 New
CAL
53
Capital Analysts LLC
Pennsylvania
$93K +$16K +716 +21%
KFI
54
Key Financial Inc
Pennsylvania
$69.7K +$45.6K +2,037 +189%
GWM
55
Geneos Wealth Management
Colorado
$48.1K +$43.6K +1,950 +975%
HWM
56
Horizons Wealth Management
North Carolina
$47.4K – – –
TSWM
57
Tyler-Stone Wealth Management
Ohio
$47.1K +$47.1K +2,105 New
NSG
58
Nalls Sherbakoff Group
Tennessee
$40.2K +$27.8K +1,242 +223%
GRP
59
Global Retirement Partners
California
$40.2K – – –
BFEC
60
Benjamin F. Edwards & Company
Missouri
$35K +$35K +1,567 New
PTC
61
Private Trust Company
Ohio
$29.4K -$134 -6 -0.5%
GI
62
Gradient Investments
Minnesota
$19.2K +$1.19K +53 +7%
BWM
63
BKM Wealth Management
Wisconsin
$8.95K +$8.95K +400 New
AIM
64
Anchor Investment Management
South Carolina
$6.49K – – –
AP
65
Aspect Partners
Virginia
$6.13K +$6.13K +274 New
SIC
66
Salem Investment Counselors
North Carolina
$649 +$649 +29 New
AF
67
Advisornet Financial
Minnesota
$604 – – –
VCM
68
Virtue Capital Management
Tennessee
– -$472K -21,900 Closed
Legacy Financial Group (Iowa)
69
Legacy Financial Group (Iowa)
Iowa
– -$305K -14,230 Closed
SSWM
70
Sheets Smith Wealth Management
North Carolina
– -$39.5K -1,847 Closed
CCP
71
Carmel Capital Partners
California
– -$21.4K -1,000 Closed
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