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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
FIA
251
Foundations Investment Advisors
Arizona
$588K -$14.4K -733 -2%
IWP
252
Insight Wealth Partners
Texas
$585K +$5.01K +254 +0.9%
UIM
253
Unified Investment Management
Georgia
$578K +$27.6K +1,400 +5%
RW
254
RVW Wealth
California
$576K +$321K +16,259 +124%
WDL
255
Well Done LLC
Michigan
$575K +$1.2K +61 +0.2%
NFS
256
NewCorp Financial Services
Georgia
$574K +$16.8K +851 +3%
CIA
257
Capital Investment Advisors
Georgia
$563K +$7.17K +364 +1%
WQ
258
Wealth Quarterback
New Jersey
$559K +$48.1K +2,438 +9%
CBT
259
Crews Bank & Trust
Florida
$537K
HWM
260
HB Wealth Management
Georgia
$535K -$1.17M -59,506 -69%
AWA
261
Arete Wealth Advisors
Illinois
$532K
SM
262
Sensible Money
Arizona
$527K +$2.03K +103 +0.4%
HAG
263
HighPoint Advisor Group
Illinois
$526K -$8.46K -429 -2%
AWM
264
Aprio Wealth Management
Georgia
$524K +$119K +6,027 +29%
AWP
265
Axis Wealth Partners
Rhode Island
$518K -$1.77K -90 -0.3%
PTC
266
Private Trust Company
Ohio
$514K +$343K +17,389 +198%
NFG
267
Nations Financial Group
Iowa
$492K +$3.71K +188 +0.8%
MF
268
Manchester Financial
California
$490K -$50.8K -2,577 -9%
BTD
269
BankPlus Trust Department
Mississippi
$487K -$9.99K -507 -2%
KCM
270
Kathmere Capital Management
Pennsylvania
$486K +$121K +6,137 +33%
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$485K -$118K -5,978 -19%
SAS
272
SMI Advisory Services
Indiana
$472K +$30.8K +1,561 +7%
VA
273
Valmark Advisers
Ohio
$471K +$123K +6,243 +35%
CA
274
Claro Advisors
Massachusetts
$463K -$16.2K -821 -3%
SF
275
Seek First
California
$458K +$16.9K +857 +4%