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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
Baird Financial Group
26
Baird Financial Group
Wisconsin
$20.8M +$1.85M +93,964 +10%
4WM
27
49 Wealth Management
Texas
$19.9M +$1.26M +64,019 +7%
CAM
28
Clark Asset Management
New Hampshire
$19.8M +$2.79M +141,551 +16%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$19.6M +$1.27M +64,568 +7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$18.2M +$1.81M +91,645 +11%
Legacy Financial Group (Iowa)
31
Legacy Financial Group (Iowa)
Iowa
$18.1M +$1.3M +66,099 +8%
ADL
32
Asset Dedication LLC
California
$17.4M +$1.76M +89,383 +11%
BWM
33
BCS Wealth Management
Tennessee
$15.8M +$8.26M +418,591 +110%
CWM
34
Cornerstone Wealth Management
Missouri
$15.4M +$482K +24,419 +3%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$15.1M -$490K -24,849 -3%
KMC
36
Kirr Marbach & Co
Indiana
$14.9M +$897K +45,480 +6%
NA
37
NewEdge Advisors
Louisiana
$14.3M -$557K -28,248 -4%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$12.7M +$2.44M +123,649 +24%
HIP
39
HUB Investment Partners
Texas
$12.7M +$354K +17,921 +3%
AFA
40
AA Financial Advisors
Ohio
$12.6M +$96.5K +4,890 +0.8%
GB
41
Goepper Burkhardt
South Carolina
$11.4M +$1.26M +64,102 +12%
CPC
42
Cookson Peirce & Co
Pennsylvania
$11.1M +$655K +33,191 +6%
IF
43
Ironwood Financial
Arizona
$10.3M -$151K -7,675 -1%
SPWM
44
Straight Path Wealth Management
Michigan
$10.2M +$474K +24,039 +5%
SA
45
Sanctuary Advisors
Indiana
$10.2M +$1.29M +65,290 +15%
CVA
46
Central Valley Advisors
California
$10.1M +$501K +25,386 +5%
LWA
47
Ledgewood Wealth Advisors
New Hampshire
$10.1M +$4.03M +204,172 +67%
KV
48
Kickstand Ventures
New York
$10M +$1.08M +54,587 +12%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$10M -$2.85M -144,392 -22%
CCG
50
Chatham Capital Group
Georgia
$9.63M -$300K -15,180 -3%