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Invesco BulletShares 2027 Corporate Bond ETF

383 hedge funds and large institutions have $3.62B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 200 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

141% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 83

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

9% more funds holding

Funds holding: 352383 (+31)

6% more capital invested

Capital invested by funds: $3.42B → $3.62B (+$196M)

1.96% less ownership

Funds ownership: 83.73%81.77% (-2%)

Holders
383
Holders Change
+31
Holders Change %
+8.81%
% of All Funds
4.66%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
51
Increased
200
Reduced
83
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWA
351
Sarver Vrooman Wealth Advisors
Missouri
$63.4K
TWM
352
Topsail Wealth Management
North Carolina
$59.9K
CSPIA
353
Cary Street Partners Investment Advisory
Virginia
$51.8K +$51.8K +2,623 New
CI
354
CX Institutional
Indiana
$48K +$750 +38 +2%
IAIM
355
International Assets Investment Management
Florida
$47.5K +$47.5K +2,407 New
GRP
356
Global Retirement Partners
California
$47K -$37.7K -1,912 -45%
CT
357
Caldwell Trust
Florida
$44.3K
WBC
358
West Branch Capital
Massachusetts
$39.7K +$158 +8 +0.4%
AC
359
AlphaCore Capital
California
$32.8K +$32.8K +1,662 New
DCM
360
Davis Capital Management
Florida
$30.8K +$3.26K +165 +12%
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$30.5K
GIA
362
GHP Investment Advisors
Colorado
$30.1K
B
363
Birchbrook
Maine
$29.6K +$29.6K +1,500 New
RF
364
Rossby Financial
Florida
$28.4K +$28.4K +1,438 New
HIA
365
Harbor Investment Advisory
Maryland
$26.6K
AP
366
Aspect Partners
Virginia
$20.3K
ST
367
Smithfield Trust
Pennsylvania
$20K
PA
368
Parallel Advisors
California
$19.7K
AIP
369
Ameritas Investment Partners
Nebraska
$17.6K -$5.78K -293 -25%
WIM
370
Westside Investment Management
California
$15.5K
GI
371
GAMMA Investing
California
$15K +$2.54K +129 +20%
NS
372
NBC Securities
Alabama
$13.5K
BTI
373
Blue Trust Inc
Georgia
$12.2K +$12.2K +617 New
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$11K
NWMP
375
Noble Wealth Management PBC
Colorado
$9.87K