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Invesco BulletShares 2027 Corporate Bond ETF

347 hedge funds and large institutions have $3.26B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 187 increasing their positions, 83 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+3
Holders Change %
+0.87%
% 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
27
Increased
187
Reduced
83
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPWM
51
Straight Path Wealth Management
Michigan
$8.64M +$841K +42,775 +11%
GGI
52
GPM Growth Investors
Michigan
$8.59M +$332K +16,881 +4%
SIA
53
Summit Investment Advisors
Maryland
$8.51M +$263K +13,344 +3%
SIAS
54
Summit Investment Advisory Services
Minnesota
$8.42M +$8.42M +428,670 New
VDI
55
Vaughan David Investments
Illinois
$8.21M -$2.1K -107 -0%
BWM
56
BCS Wealth Management
Tennessee
$7.68M +$294K +14,951 +4%
KPWS
57
Kestra Private Wealth Services
Texas
$7.48M +$5.13M +261,157 +218%
SPA
58
Sentinel Pension Advisors
Massachusetts
$7.48M -$15.1K -769 -0.2%
SS
59
Sound Stewardship
Kansas
$7.34M +$186K +9,462 +3%
VA
60
VestGen Advisors
Illinois
$7.14M +$399K +20,244 +6%
OSNBOA
61
Old Second National Bank of Aurora
Illinois
$6.75M +$275K +13,992 +4%
HighTower Advisors
62
HighTower Advisors
Illinois
$6.66M -$1.2M -60,853 -15%
CIC
63
Carnegie Investment Counsel
Ohio
$6.61M +$213K +10,831 +3%
GWA
64
Genesis Wealth Advisors
Massachusetts
$6.57M +$255K +12,959 +4%
GFP
65
Gryphon Financial Partners
Ohio
$6.51M
MWM
66
Marietta Wealth Management
Georgia
$6.33M +$84.8K +4,313 +1%
MWP
67
Meriwether Wealth & Planning
Louisiana
$6.27M +$103K +5,244 +2%
PAG
68
Private Advisor Group
New Jersey
$6.22M -$1.32M -67,201 -18%
CCP
69
Carmel Capital Partners
California
$5.92M +$381K +19,375 +7%
LWA
70
Ledgewood Wealth Advisors
New Hampshire
$5.81M +$161K +8,214 +3%
IWC
71
Integrated Wealth Concepts
Massachusetts
$5.7M +$109K +5,533 +2%
AFP
72
Ausdal Financial Partners
Iowa
$5.55M +$5.55M +282,553 New
FC
73
FCA Corp
Texas
$5.43M +$187K +9,541 +4%
MCB
74
Morton Community Bank
Illinois
$5.3M -$96.5K -4,910 -2%
SFA
75
Souders Financial Advisors
Ohio
$5.24M +$204K +10,398 +4%