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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
VA
251
Valmark Advisers
Ohio
$395K +$51.3K +2,605 +15%
GJIA
252
Glass Jacobson Investment Advisors
Maryland
$393K -$66.7K -3,390 -15%
FLP
253
Financial Life Planners
Arizona
$391K -$17.2K -874 -4%
NWAG
254
Net Worth Advisory Group
Utah
$388K -$278K -14,139 -42%
NRI
255
NFP Retirement Inc
California
$385K -$10.5K -533 -3%
SFG
256
Sterling Financial Group
California
$385K +$384K +19,515 New
IFG
257
Independent Financial Group
California
$381K +$8.29K +421 +2%
MT
258
Midwest Trust
Kansas
$375K +$1.61K +82 +0.4%
WQ
259
Wealth Quarterback
New Jersey
$372K +$372K +18,896 New
VCA
260
Verdence Capital Advisors
Maryland
$371K -$29.5K -1,500 -7%
LWM
261
LongView Wealth Management
Georgia
$369K
NSG
262
Nalls Sherbakoff Group
Tennessee
$364K -$19K -967 -5%
KCM
263
Kathmere Capital Management
Pennsylvania
$362K
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$357K -$650K -33,005 -65%
LWMM
265
Legacy Wealth Management (Mississippi)
Mississippi
$345K -$258K -13,129 -43%
FHC
266
First Horizon Corporation
Tennessee
$336K +$335K +17,035 New
WEG
267
World Equity Group
Illinois
$333K +$15K +764 +5%
RIG
268
Ramiah Investment Group
Wisconsin
$330K -$610 -31 -0.2%
OC
269
Oppenheimer & Co
New York
$328K +$33.7K +1,712 +11%
AA
270
Ancora Advisors
Ohio
$323K
LFG
271
Larson Financial Group
Missouri
$321K +$3.19K +162 +1%
WA
272
WESPAC Advisors
California
$319K +$3.25K +165 +1%
SAS
273
SMI Advisory Services
Indiana
$314K +$1.87K +95 +0.6%
DA
274
Dover Advisors
Virginia
$307K -$9.84K -500 -3%
RW
275
RVW Wealth
California
$305K -$43.5K -2,208 -12%