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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

347 hedge funds and large institutions have $3.26B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 187 increasing their positions, 83 reducing their positions, and 18 closing their positions.

Holders
347
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
4.66%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
27
Increased
187
Reduced
83
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$974M
2
LWANC
2
Laurel Wealth Advisors (North Carolina)
North Carolina
$262M
3
SIAS
3
Summit Investment Advisory Services
Minnesota
$8.42M
4
UBS Group
4
UBS Group
Switzerland
$78.6M
5
Invesco
5
Invesco
Georgia
$58.6M

Top Sellers

1
MF
1
Manchester Financial
California
$549K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$16.9M
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MFWM
5
Motley Fool Wealth Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
226
Allen Capital Group
Nebraska
$618K +$45K +2,289 +8%
LWMM
227
Legacy Wealth Management (Mississippi)
Mississippi
$602K +$279K +14,208 +87%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$599K -$1.59K -81 -0.3%
OIA
229
OneDigital Investment Advisors
Kansas
$598K – – –
KWM
230
Kingsview Wealth Management
Oregon
$592K +$1.34K +68 +0.2%
WCM
231
Whitener Capital Management
North Carolina
$590K +$43.2K +2,198 +8%
XPN
232
XY Planning Network
Montana
$583K +$583K +29,694 New
CIA
233
Capital Investment Advisors
Georgia
$570K -$29.6K -1,505 -5%
BTD
234
BankPlus Trust Department
Mississippi
$554K +$272K +13,859 +97%
ECM
235
Exchange Capital Management
Michigan
$553K -$2.01M -102,044 -78%
UIM
236
Unified Investment Management
Georgia
$551K +$2.75K +140 +0.5%
MF
237
Manchester Financial
California
$549K -$48M -2,443,444 -99%
CBT
238
Crews Bank & Trust
Florida
$545K +$30.5K +1,550 +6%
EA
239
Everpar Advisors
Oklahoma
$544K +$219K +11,167 +68%
PS
240
Principal Securities
Iowa
$535K +$62.4K +3,176 +13%
AWA
241
Arete Wealth Advisors
Illinois
$533K – – –
OPWM
242
Oregon Pacific Wealth Management
Oregon
$532K -$223K -11,363 -30%
BFS
243
BridgePort Financial Solutions
Iowa
$518K +$3.69K +188 +0.7%
TCM
244
Tassel Capital Management
North Carolina
$508K +$20.5K +1,042 +4%
OP
245
ORG Partners
Indiana
$497K -$189K -9,604 -28%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$481K -$137K -6,965 -22%
OBWG
247
Onyx Bridge Wealth Group
New York
$480K +$4.8K +244 +1%
NFG
248
Nations Financial Group
Iowa
$479K -$10.4K -530 -2%
GJIA
249
Glass Jacobson Investment Advisors
Maryland
$458K +$458K +23,330 New
SM
250
Sensible Money
Arizona
$450K +$354 +18 +0.1%
8 9
10
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