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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 %
GI
51
GAMMA Investing
California
$396K 17,931 +17,931 New
AF
52
Allworth Financial
California
$348K 15,572 -858 -5%
KOC
53
Koss-Olinger Consulting
Florida
$342K 15,467 +15,467 New
BA
54
Ballew Advisors
Mississippi
$327K 14,649 -24,023 -62%
KFI
55
Key Financial Inc
Pennsylvania
$319K 14,434 +9,603 +199%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$305K 13,825 +13,825 New
AWA
57
Arete Wealth Advisors
Illinois
$288K 13,047 +1,298 +11%
BRWA
58
B. Riley Wealth Advisors
Florida
$269K 12,170 -138 -1%
MA
59
MONECO Advisors
Connecticut
$266K 12,054 -787 -6%
QCIG
60
Quad-Cities Investment Group
Iowa
$259K 11,747 +110 +0.9%
SPIA
61
Steward Partners Investment Advisory
New York
$204K 9,240 +4,930 +114%
TSWM
62
Tyler-Stone Wealth Management
Ohio
$109K 4,925 +2,820 +134%
LFG
63
Larson Financial Group
Missouri
$106K 4,799 +3,575 +292%
PTC
64
Private Trust Company
Ohio
$97.8K 4,428 -8 -0.2%
GWM
65
Geneos Wealth Management
Colorado
$97.2K 4,400 +200 +5%
CAL
66
Capital Analysts LLC
Pennsylvania
$86K 3,916 +22 +0.6%
HWM
67
Horizons Wealth Management
North Carolina
$82.8K 3,705 +1,586 +75%
CA
68
CoreCap Advisors
Michigan
$50.6K 2,290 – –
BFEC
69
Benjamin F. Edwards & Company
Missouri
$48K 2,152 +496 +30%
HGERS
70
Householder Group Estate & Retirement Specialist
Arizona
$44K 1,998 +1,998 New
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$39K 1,767 +1,767 New
GI
72
Gradient Investments
Minnesota
$23.4K 1,059 -45 -4%
CIAS
73
CBIZ Investment Advisory Services
Ohio
$10.2K 461 +8 +2%
GRP
74
Global Retirement Partners
California
$8.68K 393 – –
AIM
75
Anchor Investment Management
South Carolina
$6.4K 290 – –
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3
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