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Invesco BulletShares 2027 Corporate Bond ETF

352 hedge funds and large institutions have $3.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 198 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 83

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $3.01B → $3.42B (+$414M)

1.46% more ownership

Funds ownership: 82.27%83.73% (+1.5%)

1% less funds holding

Funds holding: 354352 (-2)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
352
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
4.62%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.26%
New
21
Increased
198
Reduced
83
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XPN
226
XY Planning Network
Montana
$583K
WDL
227
Well Done LLC
Michigan
$576K +$361K +18,340 +169%
CIA
228
Capital Investment Advisors
Georgia
$574K +$2.42K +123 +0.4%
MF
229
Manchester Financial
California
$553K +$1.97K +100 +0.4%
UIM
230
Unified Investment Management
Georgia
$553K
CWM
231
Cordatus Wealth Management
Pennsylvania
$540K +$152K +7,743 +39%
CBT
232
Crews Bank & Trust
Florida
$539K -$7.19K -365 -1%
AWA
233
Arete Wealth Advisors
Illinois
$534K
BTD
234
BankPlus Trust Department
Mississippi
$534K -$21.7K -1,100 -4%
BFS
235
BridgePort Financial Solutions
Iowa
$524K +$3.84K +195 +0.7%
TCM
236
Tassel Capital Management
North Carolina
$510K +$925 +47 +0.2%
OPWM
237
Oregon Pacific Wealth Management
Oregon
$496K -$37.4K -1,899 -7%
OBWG
238
Onyx Bridge Wealth Group
New York
$487K +$5.33K +271 +1%
UCFA
239
United Capital Financial Advisors
Texas
$486K +$65.4K +3,320 +16%
NFG
240
Nations Financial Group
Iowa
$481K +$236 +12 +0%
SM
241
Sensible Money
Arizona
$461K +$8.84K +449 +2%
BWM
242
Blossom Wealth Management
California
$456K +$14.3K +725 +3%
WWM
243
Western Wealth Management
Colorado
$443K +$17.2K +875 +4%
GS
244
GTS Securities
New York
$437K +$141K +7,179 +48%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$430K +$50.2K +2,549 +13%
SF
246
Seek First
California
$427K +$86.7K +4,404 +25%
BFA
247
Brown Financial Advisory
Alabama
$425K
AWA
248
Arkadios Wealth Advisors
Georgia
$419K -$414K -21,032 -50%
FCM
249
Fourpath Capital Management
Oklahoma
$409K +$98.1K +4,981 +32%
SIC
250
Sigma Investment Counselors
Michigan
$406K -$7.42K -377 -2%