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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
GI
351
GS Investments
Minnesota
$85.9K
CIAS
352
CBIZ Investment Advisory Services
Ohio
$83.8K +$867 +44 +1%
IA
353
IFG Advisory
Georgia
$82.8K +$83.2K +4,219 New
MAM
354
Marquette Asset Management
Minnesota
$80.6K
AF
355
Advisornet Financial
Minnesota
$79.7K
AF
356
Alerus Financial
North Dakota
$75.2K -$50.3K -2,553 -40%
AP
357
Advisortrust Partners
North Carolina
$74.4K +$74.7K +3,791 New
Bank of Montreal
358
Bank of Montreal
Ontario, Canada
$71.1K +$71.4K +3,623 New
AA
359
Ancora Advisors
Ohio
$70K
KFAS
360
Keating Financial Advisory Services
Kansas
$66.2K +$99 +5 +0.1%
SVWA
361
Sarver Vrooman Wealth Advisors
Missouri
$63K
TWM
362
Topsail Wealth Management
North Carolina
$59.6K
CSPIA
363
Cary Street Partners Investment Advisory
Virginia
$51.5K
CI
364
CX Institutional
Indiana
$48K +$513 +26 +1%
IAIM
365
International Assets Investment Management
Florida
$47.3K
CT
366
Caldwell Trust
Florida
$44.1K
WBC
367
West Branch Capital
Massachusetts
$39.8K +$414 +21 +1%
Fidelity Investments
368
Fidelity Investments
Massachusetts
$37.6K -$36.5K -1,850 -49%
AC
369
AlphaCore Capital
California
$32.6K
DCM
370
Davis Capital Management
Florida
$30.6K
Rockefeller Capital Management
371
Rockefeller Capital Management
New York
$30.3K
GIA
372
GHP Investment Advisors
Colorado
$29.9K
RF
373
Rossby Financial
Florida
$28.2K
IWS
374
Intentional Wealth Strategies
Colorado
$27.1K +$27.2K +1,379 New
HIA
375
Harbor Investment Advisory
Maryland
$26.5K