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Invesco BulletShares 2027 Corporate Bond ETF

350 hedge funds and large institutions have $3B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 187 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
26
Atlantic Union Bankshares
Virginia
$17.7M
Renaissance Technologies
27
Renaissance Technologies
New York
$16.9M
Baird Financial Group
28
Baird Financial Group
Wisconsin
$16.6M
Legacy Financial Group (Iowa)
29
Legacy Financial Group (Iowa)
Iowa
$16M
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$15.8M
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$15.4M
CAM
32
Clark Asset Management
New Hampshire
$14.7M
ADL
33
Asset Dedication LLC
California
$14.7M
CWM
34
Cornerstone Wealth Management
Missouri
$14M
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$13.9M
NA
36
NewEdge Advisors
Louisiana
$13.6M
KMC
37
Kirr Marbach & Co
Indiana
$13.5M
HIP
38
HUB Investment Partners
Texas
$12.2M
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$12.1M
AFA
40
AA Financial Advisors
Ohio
$11.2M
IF
41
Ironwood Financial
Arizona
$10.1M
GB
42
Goepper Burkhardt
South Carolina
$10.1M
CPC
43
Cookson Peirce & Co
Pennsylvania
$9.99M
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$9.98M
RSC
45
Red Spruce Capital
Pennsylvania
$9.76M
CVA
46
Central Valley Advisors
California
$9.45M
CCG
47
Chatham Capital Group
Georgia
$9.43M
Truist Financial
48
Truist Financial
North Carolina
$8.82M
HCM
49
Hengehold Capital Management
Ohio
$8.65M
SPWM
50
Straight Path Wealth Management
Michigan
$8.64M