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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

45 hedge funds and large institutions have $40.9M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
24
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.31M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.04M
4
DWM
4
Denver Wealth Management
Colorado
$2.11M
5
IF
5
Ironwood Financial
Arizona
$2.06M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
SPWM
2
Straight Path Wealth Management
Michigan
$0
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
GIA
4
Gladstone Institutional Advisory
Florida
$0
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$3.31M 151,473 +108,067 +249%
Bank of America
2
Bank of America
North Carolina
$3.18M 145,431 +15,377 +12%
AA
3
Advisory Alpha
Michigan
$3.13M 143,174 -2,325 -2%
DWM
4
Denver Wealth Management
Colorado
$2.11M 96,434 +39,800 +70%
IF
5
Ironwood Financial
Arizona
$2.06M 94,271 +33,950 +56%
Morgan Stanley
6
Morgan Stanley
New York
$2.04M 93,639 +58,478 +166%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$1.95M 89,424 +12,550 +16%
BAM
8
Banta Asset Management
California
$1.84M 83,475 +100 +0.1%
CA
9
Cetera Advisors
Colorado
$1.81M 82,992 +24,018 +41%
GGI
10
GPM Growth Investors
Michigan
$1.75M 80,039 +3,271 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.73M 79,097 +2,858 +4%
Wells Fargo
12
Wells Fargo
California
$1.47M 67,334 +18,184 +37%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.31M 59,985 +59,985 New
PFS
14
Prospera Financial Services
Texas
$1.18M 54,155 +6,841 +14%
KIG
15
Kessler Investment Group
Indiana
$1.1M 50,223 +2,249 +5%
NA
16
NewEdge Advisors
Louisiana
$1.08M 49,533 +2,722 +6%
Jane Street
17
Jane Street
New York
$914K 41,870 +27,955 +201%
BCM
18
Brookstone Capital Management
Illinois
$730K 33,450 +5,438 +19%
RSWM
19
Robertson Stephens Wealth Management
California
$704K 32,225 +22,775 +241%
Osaic Holdings
20
Osaic Holdings
Arizona
$677K 30,998 +9,457 +44%
BA
21
Ballew Advisors
Mississippi
$620K 28,751 +28,751 New
OMC
22
Old Mission Capital
Illinois
$614K 28,095 +28,095 New
EWM
23
Empirical Wealth Management
Washington
$592K 27,107 +6,546 +32%
4FG
24
4Thought Financial Group
New York
$517K 23,692 +318 +1%
VCM
25
Virtue Capital Management
Tennessee
$474K 21,900 +21,900 New
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