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Invesco BulletShares 2027 Corporate Bond ETF

400 hedge funds and large institutions have $3.91B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 205 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 96

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

8% more capital invested

Capital invested by funds: $3.62B → $3.91B (+$296M)

4% more funds holding

Funds holding: 383400 (+17)

1.61% more ownership

Funds ownership: 81.77%83.38% (+1.6%)

Holders
400
Holders Change
+17
Holders Change %
+4.44%
% of All Funds
4.93%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
40
Increased
205
Reduced
96
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$20.9M +$2.84M +143,855 +16%
Ameriprise
27
Ameriprise
Minnesota
$20.9M -$1.44M -72,997 -6%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$19.6M +$130K +6,613 +0.7%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$18.5M -$2.21M -112,210 -11%
Legacy Financial Group (Iowa)
30
Legacy Financial Group (Iowa)
Iowa
$18.2M +$211K +10,686 +1%
CWM
31
Cornerstone Wealth Management
Missouri
$16.7M +$1.43M +72,510 +9%
FSAG
32
Financial Solutions Advisory Group
Illinois
$16.6M +$16.7M +845,626 New
ADL
33
Asset Dedication LLC
California
$16.5M -$788K -39,986 -5%
IAA
34
Independent Advisor Alliance
North Carolina
$16.5M +$16.5M +838,926 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$15.8M +$6.91M +350,594 +77%
OSNBOA
36
Old Second National Bank of Aurora
Illinois
$15.6M +$7.47M +379,146 +91%
KMC
37
Kirr Marbach & Co
Indiana
$15.2M +$345K +17,523 +2%
NA
38
NewEdge Advisors
Louisiana
$14.5M +$279K +14,152 +2%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$13.3M +$629K +31,933 +5%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$12.9M -$2.06M -104,453 -14%
GB
41
Goepper Burkhardt
South Carolina
$12.6M +$1.23M +62,582 +11%
KPWS
42
Kestra Private Wealth Services
Texas
$11.8M +$3.3M +167,503 +39%
SA
43
Sanctuary Advisors
Indiana
$11.6M +$1.52M +77,298 +15%
CPC
44
Cookson Peirce & Co
Pennsylvania
$11.1M +$91.8K +4,658 +0.8%
CVA
45
Central Valley Advisors
California
$10.8M +$794K +40,276 +8%
LWA
46
Ledgewood Wealth Advisors
New Hampshire
$10.7M +$742K +37,622 +7%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$10.7M +$695K +35,269 +7%
SPWM
48
Straight Path Wealth Management
Michigan
$10.6M +$467K +23,674 +5%
AFA
49
AA Financial Advisors
Ohio
$10.5M -$1.97M -99,726 -16%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$10.5M +$2.35M +119,430 +29%