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Invesco BulletShares 2027 Corporate Bond ETF

352 hedge funds and large institutions have $3.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 198 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 83

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $3.01B → $3.42B (+$414M)

1.46% more ownership

Funds ownership: 82.27%83.73% (+1.5%)

1% less funds holding

Funds holding: 354352 (-2)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
352
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
4.62%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.26%
New
21
Increased
198
Reduced
83
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
76
FCA Corp
Texas
$5.84M +$391K +19,860 +7%
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.66M +$501K +25,471 +10%
MCB
78
Morton Community Bank
Illinois
$5.51M +$200K +10,180 +4%
SFA
79
Souders Financial Advisors
Ohio
$5.24M -$18.3K -932 -0.3%
SIC
80
SFE Investment Counsel
California
$5.06M +$219K +11,120 +5%
HWM
81
Howard Wealth Management
Connecticut
$4.98M +$174K +8,820 +4%
JP Morgan Chase
82
JP Morgan Chase
New York
$4.95M +$390K +19,805 +9%
MC
83
McCarthy & Cox
Ohio
$4.93M -$271K -13,745 -5%
FF
84
Farnam Financial
Arizona
$4.67M +$940K +47,735 +25%
PMG
85
ProVise Management Group
Florida
$4.59M +$282K +14,335 +7%
IWC
86
Integrated Wealth Concepts
Massachusetts
$4.53M -$1.19M -60,195 -21%
PMWMG
87
Parr McKnight Wealth Management Group
Minnesota
$4.5M +$466K +23,651 +12%
KAS
88
Kestra Advisory Services
Texas
$4.35M +$482K +24,507 +12%
SF
89
Summit Financial
New Jersey
$4.32M +$4.31M +219,042 New
TC
90
Trilogy Capital
California
$4.31M -$73.9K -3,754 -2%
EH
91
Equitable Holdings
New York
$4.17M +$261K +13,249 +7%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$4.17M +$9.59K +487 +0.2%
CT
93
Colonial Trust
South Carolina
$4.08M +$650K +33,007 +19%
GWM
94
Geneos Wealth Management
Colorado
$4.05M -$743K -37,743 -16%
CBA
95
Coastal Bridge Advisors
Connecticut
$3.96M +$3.07K +156 +0.1%
BFG
96
Berger Financial Group
Minnesota
$3.94M -$105K -5,332 -3%
CFS
97
CRA Financial Services
New Jersey
$3.87M +$1.29M +65,338 +50%
OPA
98
Old Port Advisors
Maine
$3.81M +$382K +19,392 +11%
LFAS
99
Level Four Advisory Services
Texas
$3.8M +$2.47M +125,616 +187%
AIM
100
Aspen Investment Management
Michigan
$3.79M -$19.2K -975 -0.5%