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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
RSC
51
Red Spruce Capital
Pennsylvania
$10.2M +$4.03M +204,567 +64%
CCG
52
Chatham Capital Group
Georgia
$10.2M +$601K +30,500 +6%
IF
53
Ironwood Financial
Arizona
$10.1M -$149K -7,563 -1%
KV
54
Kickstand Ventures
New York
$10M +$59.9K +3,037 +0.6%
Truist Financial
55
Truist Financial
North Carolina
$9.9M +$531K +26,926 +6%
VDI
56
Vaughan David Investments
Illinois
$9.8M +$578K +29,304 +6%
HCM
57
Hengehold Capital Management
Ohio
$9.39M +$304K +15,408 +3%
LPT
58
Legacy Private Trust
Wisconsin
$9.32M +$768K +38,970 +9%
CA
59
Clearstead Advisors
Ohio
$8.97M -$184K -9,352 -2%
SS
60
Sound Stewardship
Kansas
$8.48M +$425K +21,574 +5%
HIP
61
HUB Investment Partners
Texas
$8.24M -$4.41M -223,880 -35%
CTA
62
Colonial Trust Advisors
South Carolina
$8.17M +$576K +29,197 +8%
HighTower Advisors
63
HighTower Advisors
Illinois
$8.15M +$1.24M +62,873 +18%
MOS
64
MGO One Seven
Ohio
$7.79M +$422K +21,401 +6%
LF
65
Lantz Financial
Illinois
$7.74M +$545K +27,656 +8%
BWM
66
BCS Wealth Management
Tennessee
$7.67M -$8.07M -409,400 -51%
MWP
67
Meriwether Wealth & Planning
Louisiana
$7.47M +$812K +41,177 +12%
MWM
68
Marietta Wealth Management
Georgia
$7.43M +$402K +20,414 +6%
GWA
69
Genesis Wealth Advisors
Massachusetts
$7.31M +$417K +21,134 +6%
FC
70
FCA Corp
Texas
$6.85M +$658K +33,404 +11%
CP
71
Cornerstone Planning
North Carolina
$6.75M -$1.9M -96,456 -22%
CIC
72
Carnegie Investment Counsel
Ohio
$6.74M +$281K +14,277 +4%
PMG
73
ProVise Management Group
Florida
$6.73M +$1.09M +55,331 +19%
PAG
74
Private Advisor Group
New Jersey
$6.67M +$1.03M +52,108 +18%
GFP
75
Gryphon Financial Partners
Ohio
$6.5M