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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
BFG
301
Beto Financial Group
Idaho
$304K +$25.2K +1,276 +9%
SF
302
Sun Financial
Utah
$304K -$39.3K -1,995 -11%
FHC
303
First Horizon Corporation
Tennessee
$302K -$19.8K -1,005 -6%
OC
304
Oppenheimer & Co
New York
$302K +$7.12K +361 +2%
PB
305
Pinnacle Bancorp
Nebraska
$286K
WA
306
WESPAC Advisors
California
$285K
MT
307
Midwest Trust
Kansas
$278K
WAOI
308
Wealth Advisors of Iowa
Iowa
$270K -$3.02K -153 -1%
SWP
309
Stratos Wealth Partners
Ohio
$270K +$2.78K +141 +1%
BWM
310
BankPlus Wealth Management
Mississippi
$268K +$269K +13,642 New
AF
311
ASL Financial
California
$266K -$10.1K -510 -4%
LSIA
312
LaSalle St. Investment Advisors
Illinois
$261K
DC
313
Davenport & Co
Virginia
$259K
BMM
314
Berkshire Money Management
Massachusetts
$255K
SEIA
315
Signature Estate & Investment Advisors
California
$247K
KWM
316
Kaydan Wealth Management
Michigan
$246K +$20 +1 +0%
TRCT
317
Tower Research Capital (TRC)
New York
$245K +$246K +12,461 New
SWM
318
SigFig Wealth Management
California
$243K -$5.52K -280 -2%
BFA
319
Beaumont Financial Advisors
Massachusetts
$239K -$1.23M -62,300 -84%
MFIM
320
Mesirow Financial Investment Management
Illinois
$237K +$238K +12,074 New
US Bancorp
321
US Bancorp
Minnesota
$237K +$84K +4,263 +55%
4WM
322
4J Wealth Management
Virginia
$230K +$231K +11,740 New
RAG
323
RIA Advisory Group
Iowa
$229K +$230K +11,653 New
CIA
324
Concurrent Investment Advisors
Florida
$227K -$73.3K -3,718 -24%
NA
325
Nautilus Advisors
California
$226K +$227K +11,516 New