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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 %
MC
76
McCarthy & Cox
Ohio
$5.18M +$249K +12,675 +5%
MOS
77
MGO One Seven
Ohio
$5.17M +$487K +24,801 +10%
AWS
78
Atria Wealth Solutions
New York
$4.93M -$484K -24,637 -9%
SIC
79
SFE Investment Counsel
California
$4.82M +$593K +30,165 +14%
HWM
80
Howard Wealth Management
Connecticut
$4.8M +$5.44K +277 +0.1%
GWM
81
Geneos Wealth Management
Colorado
$4.78M -$1.55M -78,675 -24%
CTA
82
Colonial Trust Advisors
South Carolina
$4.77M +$486K +24,716 +11%
EWA
83
EP Wealth Advisors
California
$4.76M -$85.6K -4,355 -2%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$4.74M +$790K +40,196 +20%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$4.54M -$2.17M -110,367 -32%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$4.46M +$672K +34,220 +18%
TC
87
Trilogy Capital
California
$4.37M -$180K -9,178 -4%
PMG
88
ProVise Management Group
Florida
$4.3M +$242K +12,300 +6%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$4.14M -$27.2K -1,382 -0.7%
BFG
90
Berger Financial Group
Minnesota
$4.03M +$22.1K +1,123 +0.6%
PMWMG
91
Parr McKnight Wealth Management Group
Minnesota
$4.02M +$587K +29,850 +17%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$3.94M +$3.94M +200,699 New
CBA
93
Coastal Bridge Advisors
Connecticut
$3.94M +$9.08K +462 +0.2%
EH
94
Equitable Holdings
New York
$3.89M +$295K +14,991 +8%
KAS
95
Kestra Advisory Services
Texas
$3.85M +$180K +9,177 +5%
AIM
96
Aspen Investment Management
Michigan
$3.8M +$485K +24,660 +15%
FF
97
Farnam Financial
Arizona
$3.72M +$627K +31,913 +20%
HWM
98
Horizons Wealth Management
North Carolina
$3.66M +$44.5K +2,266 +1%
SNWA
99
Siligmueller & Norvid Wealth Advisors
Illinois
$3.64M -$3.66M -186,150 -50%
PFG
100
Pinnacle Financial Group
Illinois
$3.53M +$349K +17,740 +11%