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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

67 hedge funds and large institutions have $101M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
38
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.86M
2
Jane Street
2
Jane Street
New York
$6.93M
3
RC
3
Rovin Capital
Arizona
$2.69M
4
CA
4
Cetera Advisors
Colorado
$4.59M
5
OMC
5
Old Mission Capital
Illinois
$2.37M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$4.49M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.6M
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.86M 396,114 +197,611 +100%
LPL Financial
2
LPL Financial
California
$7.11M 317,835 +88,197 +38%
Jane Street
3
Jane Street
New York
$6.93M 309,940 +192,722 +164%
SIC
4
SFE Investment Counsel
California
$5.06M 226,086 +16,811 +8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.69M 209,757 +3,195 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.6M 205,438 -14,991 -7%
CA
7
Cetera Advisors
Colorado
$4.59M 205,068 +98,924 +93%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$4.49M 200,837 -47,228 -19%
IF
9
Ironwood Financial
Arizona
$4.37M 195,509 +16,388 +9%
BAM
10
Banta Asset Management
California
$4.22M 188,435 +5,500 +3%
GGI
11
GPM Growth Investors
Michigan
$4.08M 182,391 +1,650 +0.9%
AA
12
Advisory Alpha
Michigan
$3.98M 177,941 +5,187 +3%
Wells Fargo
13
Wells Fargo
California
$3.28M 146,539 +64,214 +78%
RC
14
Rovin Capital
Arizona
$2.69M 120,161 +120,161 New
OMC
15
Old Mission Capital
Illinois
$2.37M 105,886 +95,628 +932%
FTUS
16
Flow Traders U.S.
New York
$2.09M 93,445 +93,445 New
Ameriprise
17
Ameriprise
Minnesota
$2.04M 91,360 +3,596 +4%
EH
18
Equitable Holdings
New York
$1.93M 86,217 +18,989 +28%
PFS
19
Prospera Financial Services
Texas
$1.86M 83,092 +26,247 +46%
Stifel Financial
20
Stifel Financial
Missouri
$1.6M 71,567 +54,548 +321%
IAS
21
IMA Advisory Services
Colorado
$1.53M 68,388 +43,643 +176%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.34M 59,793 -4,343 -7%
BCI
23
Brinker Capital Investments
Pennsylvania
$1.16M 52,127 +52,127 New
OPS
24
Orion Portfolio Solutions
Nebraska
$1.16M 52,127 +52,127 New
HIP
25
HUB Investment Partners
Texas
$1.14M 50,894 +28,414 +126%
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