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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
RGF
301
Retirement Guys Formula
Ohio
$212K
IAS
302
IMA Advisory Services
Colorado
$205K -$84.7K -4,300 -29%
FA
303
Fountainhead AM
New Jersey
$205K +$906 +46 +0.4%
FFG
304
Foundry Financial Group
New Hampshire
$200K
LWL
305
Leo Wealth LLC
Texas
$200K -$1.22M -61,872 -86%
BPA
306
Beacon Pointe Advisors
California
$200K +$200K +10,140 New
CFS
307
Commonwealth Financial Services
West Virginia
$200K +$200K +10,135 New
MFC
308
Morris Financial Concepts
South Carolina
$200K
PTC
309
Private Trust Company
Ohio
$189K +$24.9K +1,264 +15%
EB
310
Eastern Bank
Massachusetts
$185K -$250K -12,718 -57%
JWM
311
JPL Wealth Management
Colorado
$164K +$164K +8,316 New
PWA
312
Provenance Wealth Advisors
Florida
$157K
US Bancorp
313
US Bancorp
Minnesota
$154K -$50.6K -2,572 -25%
AAG
314
Armstrong Advisory Group
Massachusetts
$146K
IA
315
IFP Advisors
Florida
$144K +$374 +19 +0.3%
AF
316
Alerus Financial
North Dakota
$126K
UCB
317
United Community Bank
South Carolina
$108K
CIAS
318
Capital Investment Advisory Services
North Carolina
$104K
GI
319
GS Investments
Minnesota
$86.2K
GRP
320
Global Retirement Partners
California
$84.7K -$22.4K -1,138 -21%
CIAS
321
CBIZ Investment Advisory Services
Ohio
$82.4K +$906 +46 +1%
AF
322
Advisornet Financial
Minnesota
$80K
MAM
323
Marquette Asset Management
Minnesota
$78.1K
SVWA
324
Sarver Vrooman Wealth Advisors
Missouri
$63.3K
TWM
325
Topsail Wealth Management
North Carolina
$59.8K