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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 %
MC
76
McCarthy & Cox
Ohio
$5.18M 263,792 +12,675 +5%
MOS
77
MGO One Seven
Ohio
$5.17M 262,997 +24,801 +10%
AWS
78
Atria Wealth Solutions
New York
$4.93M 251,093 -24,637 -9%
SIC
79
SFE Investment Counsel
California
$4.82M 245,436 +30,165 +14%
HWM
80
Howard Wealth Management
Connecticut
$4.8M 244,051 +277 +0.1%
GWM
81
Geneos Wealth Management
Colorado
$4.78M 243,148 -78,675 -24%
CTA
82
Colonial Trust Advisors
South Carolina
$4.77M 242,656 +24,716 +11%
EWA
83
EP Wealth Advisors
California
$4.76M 242,104 -4,355 -2%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$4.74M 241,046 +40,196 +20%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$4.54M 231,231 -110,367 -32%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$4.46M 227,043 +34,220 +18%
TC
87
Trilogy Capital
California
$4.37M 222,479 -9,178 -4%
PMG
88
ProVise Management Group
Florida
$4.3M 218,666 +12,300 +6%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$4.14M 210,523 -1,382 -0.7%
BFG
90
Berger Financial Group
Minnesota
$4.03M 205,294 +1,123 +0.6%
PMWMG
91
Parr McKnight Wealth Management Group
Minnesota
$4.02M 204,481 +29,850 +17%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$3.94M 200,699 +200,699 New
CBA
93
Coastal Bridge Advisors
Connecticut
$3.94M 200,579 +462 +0.2%
EH
94
Equitable Holdings
New York
$3.89M 198,093 +14,991 +8%
KAS
95
Kestra Advisory Services
Texas
$3.85M 196,108 +9,177 +5%
AIM
96
Aspen Investment Management
Michigan
$3.8M 193,320 +24,660 +15%
FF
97
Farnam Financial
Arizona
$3.72M 189,438 +31,913 +20%
HWM
98
Horizons Wealth Management
North Carolina
$3.66M 186,355 +2,266 +1%
SNWA
99
Siligmueller & Norvid Wealth Advisors
Illinois
$3.64M 185,160 -186,150 -50%
PFG
100
Pinnacle Financial Group
Illinois
$3.53M 179,761 +17,740 +11%
2 3
4
5 6