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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 %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$570K 25,089 +4,788 +24%
Comerica Bank
52
Comerica Bank
Texas
$540K 23,797 – –
R
53
Rebalance
California
$512K 22,571 +22,571 New
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$507K 22,332 +22,332 New
PAG
55
Private Advisory Group
Washington
$479K 21,092 -1,811 -8%
4FG
56
4Thought Financial Group
New York
$455K 20,043 -29 -0.1%
ACM
57
AlphaStar Capital Management
North Carolina
$408K 17,988 +6 +0%
SI
58
Stephens Inc
Arkansas
$397K 17,479 +17,479 New
KFI
59
Key Financial Inc
Pennsylvania
$383K 16,869 +2,435 +17%
KOC
60
Koss-Olinger Consulting
Florida
$358K 15,790 +323 +2%
AF
61
Allworth Financial
California
$353K 15,572 – –
BA
62
Ballew Advisors
Mississippi
$333K 14,739 +90 +0.6%
AWA
63
Arete Wealth Advisors
Illinois
$321K 14,139 +1,092 +8%
QCIG
64
Quad-Cities Investment Group
Iowa
$289K 12,713 +966 +8%
NWAG
65
Net Worth Advisory Group
Utah
$287K 12,648 +12,648 New
BRWA
66
B. Riley Wealth Advisors
Florida
$277K 12,193 +23 +0.2%
GWM
67
Geneos Wealth Management
Colorado
$270K 11,915 +7,515 +171%
PWSG
68
Pacific Wealth Strategies Group
California
$254K 11,200 +11,200 New
AFA
69
AA Financial Advisors
Ohio
$251K 11,064 +11,064 New
FIA
70
Foundations Investment Advisors
Arizona
$246K 10,819 +10,819 New
JWCA
71
J.W. Cole Advisors
Florida
$226K 9,952 +9,952 New
OC
72
Oppenheimer & Co
New York
$220K 9,696 +9,696 New
NRI
73
NFP Retirement Inc
California
$207K 9,137 +9,137 New
LFG
74
Larson Financial Group
Missouri
$206K 9,083 +4,284 +89%
AWA
75
Alaska Wealth Advisors
Alaska
$201K 8,852 +8,852 New
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