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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
Baird Financial Group
26
Baird Financial Group
Wisconsin
$18.9M +$2.28M +115,977 +14%
4WM
27
49 Wealth Management
Texas
$18.6M -$42.1K -2,139 -0.2%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$18.3M +$2.84M +144,154 +18%
CAM
29
Clark Asset Management
New Hampshire
$16.9M +$2.15M +109,193 +15%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$16.9M +$12.9M +656,135 +327%
Legacy Financial Group (Iowa)
31
Legacy Financial Group (Iowa)
Iowa
$16.7M +$742K +37,714 +5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$16.4M +$2.38M +120,908 +17%
ADL
33
Asset Dedication LLC
California
$15.6M +$878K +44,574 +6%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$15.5M -$293K -14,859 -2%
NA
35
NewEdge Advisors
Louisiana
$14.9M +$1.22M +62,076 +9%
CWM
36
Cornerstone Wealth Management
Missouri
$14.9M +$831K +42,191 +6%
KMC
37
Kirr Marbach & Co
Indiana
$14M +$483K +24,551 +4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$12.9M +$750K +38,078 +6%
AFA
39
AA Financial Advisors
Ohio
$12.4M +$1.24M +63,051 +11%
HIP
40
HUB Investment Partners
Texas
$12.3M +$70.9K +3,603 +0.6%
Renaissance Technologies
41
Renaissance Technologies
New York
$11.3M -$5.65M -286,900 -33%
IF
42
Ironwood Financial
Arizona
$10.5M +$324K +16,474 +3%
CPC
43
Cookson Peirce & Co
Pennsylvania
$10.4M +$364K +18,486 +4%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$10.3M +$284K +14,418 +3%
GB
45
Goepper Burkhardt
South Carolina
$10.1M +$32.8K +1,666 +0.3%
CCG
46
Chatham Capital Group
Georgia
$9.92M +$459K +23,300 +5%
RSC
47
Red Spruce Capital
Pennsylvania
$9.91M +$122K +6,197 +1%
SPWM
48
Straight Path Wealth Management
Michigan
$9.74M +$1.07M +54,537 +12%
CVA
49
Central Valley Advisors
California
$9.56M +$85.2K +4,326 +0.9%
Truist Financial
50
Truist Financial
North Carolina
$9.26M +$410K +20,815 +5%