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Invesco BulletShares 2027 Corporate Bond ETF

400 hedge funds and large institutions have $3.91B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 205 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 96

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

8% more capital invested

Capital invested by funds: $3.62B → $3.91B (+$296M)

4% more funds holding

Funds holding: 383400 (+17)

1.61% more ownership

Funds ownership: 81.77%83.38% (+1.6%)

Holders
400
Holders Change
+17
Holders Change %
+4.44%
% of All Funds
4.93%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
40
Increased
205
Reduced
96
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFC
226
Western Financial Corp
California
$831K -$10.8K -548 -1%
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$823K -$22.7K -1,153 -3%
PAS
228
Park Avenue Securities
New York
$815K +$819K +41,545 New
SWA
229
Sax Wealth Advisors
New Jersey
$800K
FIT
230
Financially in Tune
Massachusetts
$787K +$264K +13,407 +50%
CWM
231
Cordatus Wealth Management
Pennsylvania
$776K +$120K +6,090 +18%
CG
232
Cynosure Group
Utah
$768K
PCP
233
Proficio Capital Partners
Massachusetts
$768K +$7.96K +404 +1%
VWWMG
234
Vermillion & White Wealth Management Group
Pennsylvania
$765K -$28.7K -1,456 -4%
CAC
235
Certified Advisory Corp
Florida
$740K -$35.9K -1,821 -5%
NA
236
Nottingham Advisors
New York
$736K +$739K +37,500 New
TVM
237
True Vision MN
Minnesota
$722K +$16.2K +820 +2%
CFCI
238
Comprehensive Financial Consultants Institutional
Indiana
$719K -$15.7K -797 -2%
JC
239
JM2 Capital
Oklahoma
$710K +$27.9K +1,413 +4%
BA
240
Ballew Advisors
Mississippi
$707K
FCM
241
Fourpath Capital Management
Oklahoma
$681K +$145K +7,361 +27%
AWA
242
Arkadios Wealth Advisors
Georgia
$679K +$23.7K +1,204 +4%
KWM
243
Kingsview Wealth Management
Oregon
$664K +$57.5K +2,915 +9%
UCFA
244
United Capital Financial Advisors
Texas
$652K +$59.3K +3,010 +10%
ACG
245
Allen Capital Group
Nebraska
$649K -$45.5K -2,309 -7%
VAMG
246
Voisard Asset Management Group
Michigan
$630K +$427K +21,655 +208%
PS
247
Principal Securities
Iowa
$627K -$16.6K -844 -3%
SIC
248
SJS Investment Consulting
Ohio
$626K +$209K +10,582 +50%
LFAS
249
Level Four Advisory Services
Texas
$607K -$628K -31,870 -51%
TCM
250
Tassel Capital Management
North Carolina
$593K +$19.6K +992 +3%