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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 %
CAL
76
Capital Analysts LLC
Pennsylvania
$187K 8,242 +4,326 +110%
APCM
77
Alaska Permanent Capital Management
Alaska
$117K 5,164 +5,164 New
IA
78
IFP Advisors
Florida
$102K 4,490 +4,490 New
VAMG
79
Voisard Asset Management Group
Michigan
$102K 4,485 +4,485 New
PTC
80
Private Trust Company
Ohio
$100K 4,412 -16 -0.4%
HWM
81
Horizons Wealth Management
North Carolina
$84.1K 3,705 – –
HI
82
Harbour Investments
Wisconsin
$79.5K 3,501 +3,370 +2,573%
CA
83
CoreCap Advisors
Michigan
$52K 2,290 – –
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$46K 2,032 +34 +2%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$30.8K 1,356 +1,356 New
DP
86
Denver PWM
Colorado
$20.8K 915 +915 New
CIAS
87
CBIZ Investment Advisory Services
Ohio
$10.6K 468 +7 +2%
ACA
88
Aptus Capital Advisors
Alabama
$10K 441 +441 New
GWANC
89
Guardian Wealth Advisors (North Carolina)
North Carolina
$10K 441 +441 New
GRP
90
Global Retirement Partners
California
$8.92K 393 – –
AIM
91
Anchor Investment Management
South Carolina
$6.58K 290 – –
AP
92
Aspect Partners
Virginia
$6.22K 274 – –
SPIA
93
Steward Partners Investment Advisory
New York
$4.27K 188 -9,052 -98%
WWM
94
Wolff Wiese Magana
California
$3.04K 134 +134 New
AF
95
Advisornet Financial
Minnesota
$613 27 – –
PS
96
Principal Securities
Iowa
$227 10 – –
Fidelity Investments
97
Fidelity Investments
Massachusetts
$23 1 +1 New
Citadel Advisors
98
Citadel Advisors
Florida
– – -44,071 Closed
MA
99
MONECO Advisors
Connecticut
– – -12,054 Closed
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
– – -1,767 Closed
1 2 3
4
5