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Invesco BulletShares 2027 Corporate Bond ETF

383 hedge funds and large institutions have $3.62B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 200 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

141% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 83

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

9% more funds holding

Funds holding: 352383 (+31)

6% more capital invested

Capital invested by funds: $3.42B → $3.62B (+$196M)

1.96% less ownership

Funds ownership: 83.73%81.77% (-2%)

Holders
383
Holders Change
+31
Holders Change %
+8.81%
% of All Funds
4.66%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
51
Increased
200
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
226
Certified Advisory Corp
Florida
$780K +$64.3K +3,257 +9%
CG
227
Cynosure Group
Utah
$772K
ASN
228
Advisory Services Network
Georgia
$771K +$65.1K +3,298 +9%
PCP
229
Proficio Capital Partners
Massachusetts
$764K +$8.13K +412 +1%
CFCI
230
Comprehensive Financial Consultants Institutional
Indiana
$739K -$39.2K -1,985 -5%
BA
231
Ballew Advisors
Mississippi
$710K
TVM
232
True Vision MN
Minnesota
$710K +$34.2K +1,731 +5%
ACG
233
Allen Capital Group
Nebraska
$698K +$35.8K +1,813 +5%
JC
234
JM2 Capital
Oklahoma
$686K +$686K +34,766 New
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$668K +$16.5K +834 +3%
CWM
236
Cordatus Wealth Management
Pennsylvania
$660K +$119K +6,036 +22%
AWA
237
Arkadios Wealth Advisors
Georgia
$659K +$239K +12,131 +57%
PS
238
Principal Securities
Iowa
$648K -$27.1K -1,373 -4%
KWM
239
Kingsview Wealth Management
Oregon
$610K -$15.9K -808 -3%
FIA
240
Foundations Investment Advisors
Arizona
$606K -$30.5K -1,544 -5%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$605K -$122K -6,188 -17%
RA
242
RFG Advisory
Alabama
$597K +$597K +30,261 New
UCFA
243
United Capital Financial Advisors
Texas
$596K +$109K +5,540 +22%
IWP
244
Insight Wealth Partners
Texas
$583K -$301K -15,240 -34%
RIG
245
Ramiah Investment Group
Wisconsin
$582K +$252K +12,748 +76%
WDL
246
Well Done LLC
Michigan
$577K +$414 +21 +0.1%
TCM
247
Tassel Capital Management
North Carolina
$576K +$65.6K +3,324 +13%
NFS
248
NewCorp Financial Services
Georgia
$560K +$560K +28,377 New
CIA
249
Capital Investment Advisors
Georgia
$559K -$16.3K -828 -3%
UIM
250
Unified Investment Management
Georgia
$554K