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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 %
QCIG
51
Quad-Cities Investment Group
Iowa
$259K +$2.27K +102 +0.9%
OMC
52
Old Mission Capital
Illinois
$238K -$2.12M -95,174 -90%
KFI
53
Key Financial Inc
Pennsylvania
$107K +$38.1K +1,714 +55%
PTC
54
Private Trust Company
Ohio
$98.7K +$69.4K +3,121 +237%
SPIA
55
Steward Partners Investment Advisory
New York
$95.9K +$95.9K +4,310 New
GWM
56
Geneos Wealth Management
Colorado
$93.5K +$45.6K +2,050 +95%
CAL
57
Capital Analysts LLC
Pennsylvania
$87K -$5.72K -256 -6%
CA
58
CoreCap Advisors
Michigan
$51K +$51K +2,290 New
HWM
59
Horizons Wealth Management
North Carolina
$47.4K – – –
TSWM
60
Tyler-Stone Wealth Management
Ohio
$46.8K – – –
BFEC
61
Benjamin F. Edwards & Company
Missouri
$37K +$1.99K +89 +6%
AA
62
Ancora Advisors
Ohio
$33.8K +$33.8K +1,521 New
LFG
63
Larson Financial Group
Missouri
$27.2K +$27.2K +1,224 New
GI
64
Gradient Investments
Minnesota
$24.6K +$5.5K +247 +29%
CIAS
65
CBIZ Investment Advisory Services
Ohio
$10.1K +$10.1K +453 New
GRP
66
Global Retirement Partners
California
$8.74K -$31.2K -1,401 -78%
AIM
67
Anchor Investment Management
South Carolina
$6.45K – – –
AP
68
Aspect Partners
Virginia
$6.1K – – –
AF
69
Advisornet Financial
Minnesota
$601 – – –
FGAM
70
Financial Gravity Asset Management
Texas
$560 +$560 +25 New
IA
71
IFG Advisory
Georgia
– -$382K -17,084 Closed
WA
72
WESPAC Advisors
California
– -$262K -11,716 Closed
WAP
73
Wealthcare Advisory Partners
Pennsylvania
– -$223K -9,985 Closed
BWM
74
BKM Wealth Management
Wisconsin
– -$8.95K -400 Closed
SIC
75
Salem Investment Counselors
North Carolina
– -$649 -29 Closed
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