BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF

344 hedge funds and large institutions have $2.58B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 197 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+17
Holders Change %
+5.2%
% of All Funds
4.67%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.34%
New
39
Increased
197
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFG
301
Foundry Financial Group
New Hampshire
$199K
LWL
302
Leo Wealth LLC
Texas
$199K -$55.9K -2,854 -22%
MFC
303
Morris Financial Concepts
South Carolina
$198K
FCM
304
Fourpath Capital Management
Oklahoma
$198K +$198K +10,116 New
Vontobel Holding
305
Vontobel Holding
Switzerland
$196K +$196K +10,000 New
CSP
306
Cary Street Partners
Virginia
$192K
PWA
307
Provenance Wealth Advisors
Florida
$192K -$539K -27,503 -74%
PTC
308
Private Trust Company
Ohio
$150K
AAG
309
Armstrong Advisory Group
Massachusetts
$145K
PB
310
Pinnacle Bancorp
Nebraska
$136K
IA
311
IFP Advisors
Florida
$132K +$353 +18 +0.3%
UCB
312
United Community Bank
South Carolina
$108K
CIAS
313
Capital Investment Advisory Services
North Carolina
$103K +$58.8K +3,000 +132%
SIC
314
SJS Investment Consulting
Ohio
$94.9K
GI
315
GS Investments
Minnesota
$85.7K
CIAS
316
CBIZ Investment Advisory Services
Ohio
$80.1K +$823 +42 +1%
AF
317
Advisornet Financial
Minnesota
$79.6K
MAM
318
Marquette Asset Management
Minnesota
$77.6K
SVWA
319
Sarver Vrooman Wealth Advisors
Missouri
$62.9K +$62.9K +3,212 New
WF
320
Wayfinding Financial
Washington
$60K +$60K +3,064 New
TWM
321
Topsail Wealth Management
North Carolina
$59.5K
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$59.2K
OIA
323
Optimum Investment Advisors
Illinois
$58.8K +$39.2K +2,000 +200%
WBC
324
West Branch Capital
Massachusetts
$39.2K
WSFS
325
Wilmington Savings Fund Society
Delaware
$31.6K