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Invesco BulletShares 2027 Corporate Bond ETF

350 hedge funds and large institutions have $3B 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, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
76
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.14M
AWS
77
Atria Wealth Solutions
New York
$4.93M
SIC
78
SFE Investment Counsel
California
$4.82M
HWM
79
Howard Wealth Management
Connecticut
$4.8M
GWM
80
Geneos Wealth Management
Colorado
$4.78M
CTA
81
Colonial Trust Advisors
South Carolina
$4.77M
EWA
82
EP Wealth Advisors
California
$4.76M
Jones Financial Companies
83
Jones Financial Companies
Missouri
$4.74M
JP Morgan Chase
84
JP Morgan Chase
New York
$4.54M
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$4.46M
TC
86
Trilogy Capital
California
$4.37M
PMG
87
ProVise Management Group
Florida
$4.3M
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$4.14M
BFG
89
Berger Financial Group
Minnesota
$4.03M
PMWMG
90
Parr McKnight Wealth Management Group
Minnesota
$4.02M
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$3.94M
CBA
92
Coastal Bridge Advisors
Connecticut
$3.94M
EH
93
Equitable Holdings
New York
$3.89M
KAS
94
Kestra Advisory Services
Texas
$3.85M
AIM
95
Aspen Investment Management
Michigan
$3.8M
FF
96
Farnam Financial
Arizona
$3.72M
HWM
97
Horizons Wealth Management
North Carolina
$3.66M
SNWA
98
Siligmueller & Norvid Wealth Advisors
Illinois
$3.64M
PFG
99
Pinnacle Financial Group
Illinois
$3.53M
SEEDPG
100
S.E.E.D. Planning Group
New York
$3.5M