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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

39 hedge funds and large institutions have $30M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
18
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Advisory Alpha
Michigan
$3.11M
2
GGI
2
GPM Growth Investors
Michigan
$1.64M
3
IF
3
Ironwood Financial
Arizona
$1.29M
4
DWM
4
Denver Wealth Management
Colorado
$1.21M
5
KIG
5
Kessler Investment Group
Indiana
$1.03M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Jane Street
2
Jane Street
New York
$297K
3
WI
3
WrapManager Inc
California
$0
4
SPWM
4
Straight Path Wealth Management
Michigan
$312K
5
GI
5
Gradient Investments
Minnesota
$27K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Advisory Alpha
Michigan
$3.11M 145,499 +145,499 New
Bank of America
2
Bank of America
North Carolina
$2.78M 130,054 +467 +0.4%
HCWM
3
Harrison & Co Wealth Management
Virginia
$2.3M 107,821 +2,685 +3%
BAM
4
Banta Asset Management
California
$1.78M 83,375 +1,375 +2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.64M 76,874 +23,055 +43%
GGI
6
GPM Growth Investors
Michigan
$1.64M 76,768 +76,768 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.63M 76,239 +16,175 +27%
IF
8
Ironwood Financial
Arizona
$1.29M 60,321 +60,321 New
CA
9
Cetera Advisors
Colorado
$1.26M 58,974 +8,813 +18%
Invesco
10
Invesco
Georgia
$1.24M 57,892 +7,445 +15%
DWM
11
Denver Wealth Management
Colorado
$1.21M 56,634 +56,634 New
Wells Fargo
12
Wells Fargo
California
$1.05M 49,150 +16,118 +49%
KIG
13
Kessler Investment Group
Indiana
$1.03M 47,974 +47,974 New
PFS
14
Prospera Financial Services
Texas
$1.01M 47,314 +47,314 New
LPL Financial
15
LPL Financial
California
$928K 43,406 +5,673 +15%
Morgan Stanley
16
Morgan Stanley
New York
$752K 35,161 +10,332 +42%
BCM
17
Brookstone Capital Management
Illinois
$614K 28,012 +28,012 New
4FG
18
4Thought Financial Group
New York
$500K 23,374 +90 +0.4%
Osaic Holdings
19
Osaic Holdings
Arizona
$460K 21,541 +428 +2%
EWM
20
Empirical Wealth Management
Washington
$439K 20,561 +2,070 +11%
CIC
21
Carnegie Investment Counsel
Ohio
$399K 18,647 +2,925 +19%
SWM
22
Segment Wealth Management
Texas
$332K 15,550 +15,550 New
SPWM
23
Straight Path Wealth Management
Michigan
$312K 14,592 -11,855 -45%
UBS Group
24
UBS Group
Switzerland
$309K 14,441 +542 +4%
BFA
25
Beaumont Financial Advisors
Massachusetts
$305K 14,256 +35 +0.2%
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