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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 %
Wells Fargo
1
Wells Fargo
California
$16.3M 719,115 +318,914 +80%
LPL Financial
2
LPL Financial
California
$14.4M 632,869 +265,214 +72%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$12.1M 531,679 +157,193 +42%
Morgan Stanley
4
Morgan Stanley
New York
$8.23M 362,628 +84,294 +30%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$8.16M 359,556 +43,153 +14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.15M 358,982 +36,172 +11%
IF
7
Ironwood Financial
Arizona
$7.76M 341,832 +112,290 +49%
SIC
8
SFE Investment Counsel
California
$7.12M 313,629 +6,831 +2%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$5.91M 260,140 +260,140 New
AA
10
Advisory Alpha
Michigan
$5.01M 220,723 +30,172 +16%
GGI
11
GPM Growth Investors
Michigan
$4.29M 188,954 -5,206 -3%
IAS
12
IMA Advisory Services
Colorado
$4.23M 186,539 +317 +0.2%
RC
13
Rovin Capital
Arizona
$3.85M 169,615 +23,004 +16%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.2M 140,775 -3,797 -3%
Invesco
15
Invesco
Georgia
$2.6M 114,523 +114,523 New
Ameriprise
16
Ameriprise
Minnesota
$2.54M 111,980 +3,429 +3%
P
17
Paradiem
Louisiana
$2.44M 107,511 -21 -0%
ATS
18
Ashton Thomas Securities
New York
$2.19M 96,457 +4,955 +5%
SEEDPG
19
S.E.E.D. Planning Group
New York
$2.05M 90,338 +4,389 +5%
Jane Street
20
Jane Street
New York
$2.02M 88,954 +28,726 +48%
Stifel Financial
21
Stifel Financial
Missouri
$1.97M 86,962 +3,058 +4%
PFS
22
Prospera Financial Services
Texas
$1.87M 82,178 +70 +0.1%
HWM
23
Howard Wealth Management
Connecticut
$1.82M 80,109 +80,109 New
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$1.78M 78,194 +21,578 +38%
OIM
25
Oder Investment Management
California
$1.77M 78,133 +12,659 +19%
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