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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
Truist Financial
51
Truist Financial
North Carolina
$9.43M +$154K +7,795 +2%
VDI
52
Vaughan David Investments
Illinois
$9.28M +$626K +31,749 +7%
CA
53
Clearstead Advisors
Ohio
$9.21M -$29.8M -1,508,895 -76%
HCM
54
Hengehold Capital Management
Ohio
$9.14M +$214K +10,863 +2%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$8.95M +$1.52M +76,918 +20%
CP
56
Cornerstone Planning
North Carolina
$8.69M +$8.68M +440,019 New
LPT
57
Legacy Private Trust
Wisconsin
$8.61M +$6.77M +342,943 +368%
KPWS
58
Kestra Private Wealth Services
Texas
$8.56M +$227K +11,500 +3%
OSNBOA
59
Old Second National Bank of Aurora
Illinois
$8.23M +$734K +37,189 +10%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$8.19M +$1.22M +61,666 +17%
SS
61
Sound Stewardship
Kansas
$8.1M +$448K +22,707 +6%
CTA
62
Colonial Trust Advisors
South Carolina
$7.64M +$1.18M +59,937 +18%
MOS
63
MGO One Seven
Ohio
$7.41M +$979K +49,605 +15%
LF
64
Lantz Financial
Illinois
$7.24M +$5.34M +270,586 +282%
MWM
65
Marietta Wealth Management
Georgia
$7.07M +$404K +20,477 +6%
HighTower Advisors
66
HighTower Advisors
Illinois
$6.96M +$200K +10,129 +3%
GWA
67
Genesis Wealth Advisors
Massachusetts
$6.93M +$301K +15,252 +5%
MWP
68
Meriwether Wealth & Planning
Louisiana
$6.7M +$235K +11,890 +4%
RSC
69
Red Spruce Capital
Pennsylvania
$6.54M -$3.65M -185,157 -37%
GFP
70
Gryphon Financial Partners
Ohio
$6.54M
CIC
71
Carnegie Investment Counsel
Ohio
$6.5M -$205K -10,404 -3%
AF
72
Align Financial
Minnesota
$6.43M +$127K +6,435 New
FC
73
FCA Corp
Texas
$6.23M +$385K +19,532 +7%
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.07M +$404K +20,451 +7%
KAS
75
Kestra Advisory Services
Texas
$5.79M +$1.43M +72,706 +33%