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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$571M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$24.3M
3
Bank of America
3
Bank of America
North Carolina
$93.2M
4
LPL Financial
4
LPL Financial
California
$98.5M
5
CVA
5
Central Valley Advisors
California
$8.83M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
IAS
2
IMA Advisory Services
Colorado
$391K
3
MF
3
Manchester Financial
California
$48.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.6M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MONECO Advisors
Connecticut
$18.4M +$5.33M +272,243 +41%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$17M -$2.98M -152,246 -15%
Legacy Financial Group (Iowa)
28
Legacy Financial Group (Iowa)
Iowa
$16.8M +$39.2K +2,001 +0.2%
AUB
29
Atlantic Union Bankshares
Virginia
$16.5M +$3.62M +184,746 +28%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$15.7M +$6.71M +342,737 +75%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$15.2M -$2.52M -128,562 -14%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$14.8M +$617K +31,514 +4%
ADL
33
Asset Dedication LLC
California
$14.4M +$560K +28,576 +4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$13.3M +$3.04M +155,071 +30%
CWM
35
Cornerstone Wealth Management
Missouri
$13.3M +$1.24M +63,381 +10%
KMC
36
Kirr Marbach & Co
Indiana
$12.9M +$308K +15,733 +2%
NA
37
NewEdge Advisors
Louisiana
$12M +$1.74M +88,851 +17%
CAM
38
Clark Asset Management
New Hampshire
$11.9M +$1.17M +59,930 +11%
HIP
39
HUB Investment Partners
Texas
$11.7M +$4.83M +246,475 +70%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$11.4M +$1.72M +88,001 +18%
AFA
41
AA Financial Advisors
Ohio
$11.1M +$1.78M +90,609 +19%
IF
42
Ironwood Financial
Arizona
$10.1M +$66.1K +3,374 +0.7%
CPC
43
Cookson Peirce & Co
Pennsylvania
$9.86M -$260K -13,269 -3%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$9.73M -$1.71M -87,159 -15%
RSC
45
Red Spruce Capital
Pennsylvania
$9.7M +$3.47M +176,974 +56%
GB
46
Goepper Burkhardt
South Carolina
$9.6M +$419K +21,400 +5%
Truist Financial
47
Truist Financial
North Carolina
$9.43M +$296K +15,133 +3%
CCG
48
Chatham Capital Group
Georgia
$9.37M +$313K +16,000 +3%
CVA
49
Central Valley Advisors
California
$8.83M +$8.37M +427,462 +1,843%
HCM
50
Hengehold Capital Management
Ohio
$8.44M +$1.37M +70,083 +19%
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