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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

346 hedge funds and large institutions have $3.25B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 187 increasing their positions, 83 reducing their positions, and 18 closing their positions.

Holders
346
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.65%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
26
Increased
187
Reduced
83
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$974M
2
LWANC
2
Laurel Wealth Advisors (North Carolina)
North Carolina
$262M
3
SIAS
3
Summit Investment Advisory Services
Minnesota
$8.42M
4
UBS Group
4
UBS Group
Switzerland
$78.6M
5
Invesco
5
Invesco
Georgia
$58.6M

Top Sellers

1
MF
1
Manchester Financial
California
$549K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$16.9M
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MFWM
5
Motley Fool Wealth Management
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPWM
51
Straight Path Wealth Management
Michigan
$8.64M 439,526 +42,775 +11%
GGI
52
GPM Growth Investors
Michigan
$8.59M 437,196 +16,881 +4%
SIA
53
Summit Investment Advisors
Maryland
$8.51M 432,241 +13,344 +3%
SIAS
54
Summit Investment Advisory Services
Minnesota
$8.42M 428,670 +428,670 New
VDI
55
Vaughan David Investments
Illinois
$8.21M 417,584 -107 -0%
BWM
56
BCS Wealth Management
Tennessee
$7.68M 390,775 +14,951 +4%
KPWS
57
Kestra Private Wealth Services
Texas
$7.48M 380,773 +261,157 +218%
SPA
58
Sentinel Pension Advisors
Massachusetts
$7.48M 380,731 -769 -0.2%
SS
59
Sound Stewardship
Kansas
$7.34M 373,666 +9,462 +3%
VA
60
VestGen Advisors
Illinois
$7.14M 362,645 +20,244 +6%
OSNBOA
61
Old Second National Bank of Aurora
Illinois
$6.75M 343,326 +13,992 +4%
HighTower Advisors
62
HighTower Advisors
Illinois
$6.66M 339,004 -60,853 -15%
CIC
63
Carnegie Investment Counsel
Ohio
$6.61M 336,298 +10,831 +3%
GWA
64
Genesis Wealth Advisors
Massachusetts
$6.57M 334,549 +12,959 +4%
GFP
65
Gryphon Financial Partners
Ohio
$6.51M 331,295 – –
MWM
66
Marietta Wealth Management
Georgia
$6.33M 322,223 +4,313 +1%
MWP
67
Meriwether Wealth & Planning
Louisiana
$6.27M 319,044 +5,244 +2%
PAG
68
Private Advisor Group
New Jersey
$6.22M 316,725 -67,201 -18%
CCP
69
Carmel Capital Partners
California
$5.92M 301,243 +19,375 +7%
LWA
70
Ledgewood Wealth Advisors
New Hampshire
$5.81M 295,702 +8,214 +3%
IWC
71
Integrated Wealth Concepts
Massachusetts
$5.7M 290,189 +5,533 +2%
AFP
72
Ausdal Financial Partners
Iowa
$5.55M 282,553 +282,553 New
FC
73
FCA Corp
Texas
$5.43M 276,241 +9,541 +4%
MCB
74
Morton Community Bank
Illinois
$5.3M 269,466 -4,910 -2%
SFA
75
Souders Financial Advisors
Ohio
$5.24M 266,894 +10,398 +4%
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3
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