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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
MF
251
Manchester Financial
California
$544K -$10.2K -519 -2%
LWMM
252
Legacy Wealth Management (Mississippi)
Mississippi
$540K +$195K +9,862 +56%
FCM
253
Fourpath Capital Management
Oklahoma
$540K +$131K +6,621 +32%
CBT
254
Crews Bank & Trust
Florida
$540K
HAG
255
HighPoint Advisor Group
Illinois
$538K +$538K +27,240 New
AWA
256
Arete Wealth Advisors
Illinois
$535K
SM
257
Sensible Money
Arizona
$528K +$66.4K +3,366 +14%
FIT
258
Financially in Tune
Massachusetts
$527K +$527K +26,712 New
AWP
259
Axis Wealth Partners
Rhode Island
$523K +$227K +11,520 +77%
DWM
260
Denver Wealth Management
Colorado
$519K +$237K +12,015 +84%
WQ
261
Wealth Quarterback
New Jersey
$514K +$141K +7,133 +38%
BTD
262
BankPlus Trust Department
Mississippi
$500K -$35K -1,773 -7%
NFG
263
Nations Financial Group
Iowa
$491K +$10.1K +511 +2%
CA
264
Claro Advisors
Massachusetts
$482K +$184K +9,316 +62%
OBWG
265
Onyx Bridge Wealth Group
New York
$479K -$8.6K -436 -2%
WWM
266
Western Wealth Management
Colorado
$444K
SF
267
Seek First
California
$444K +$15.9K +808 +4%
SAS
268
SMI Advisory Services
Indiana
$443K +$129K +6,540 +41%
SFA
269
Sequoia Financial Advisors
Ohio
$434K +$434K +21,993 New
IFG
270
Independent Financial Group
California
$430K +$49.1K +2,487 +13%
BFA
271
Brown Financial Advisory
Alabama
$425K
SIC
272
SJS Investment Consulting
Ohio
$420K +$125K +6,328 +42%
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$415K -$15.6K -792 -4%
BFS
274
BridgePort Financial Solutions
Iowa
$410K -$115K -5,809 -22%
AWM
275
Aprio Wealth Management
Georgia
$408K +$408K +20,658 New