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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
MCB
76
Morton Community Bank
Illinois
$5.76M +$236K +11,974 +4%
PAG
77
Private Advisor Group
New Jersey
$5.68M -$352K -17,816 -6%
PMG
78
ProVise Management Group
Florida
$5.68M +$1.08M +54,722 +23%
SIC
79
SFE Investment Counsel
California
$5.59M +$526K +26,638 +10%
FF
80
Farnam Financial
Arizona
$5.52M +$841K +42,645 +18%
HWM
81
Howard Wealth Management
Connecticut
$5.5M +$504K +25,567 +10%
SFA
82
Souders Financial Advisors
Ohio
$5.41M +$164K +8,316 +3%
PMWMG
83
Parr McKnight Wealth Management Group
Minnesota
$5.29M +$787K +39,904 +17%
EWS
84
Evergreen Wealth Solutions
Pennsylvania
$5.18M +$5.18M +262,626 New
EH
85
Equitable Holdings
New York
$4.91M +$743K +37,629 +18%
CT
86
Colonial Trust
South Carolina
$4.87M +$775K +39,282 +19%
EWA
87
EP Wealth Advisors
California
$4.81M +$4.81M +243,733 New
NL
88
NorthAvenue LLC
Ohio
$4.7M +$4.7M +238,168 New
IWC
89
Integrated Wealth Concepts
Massachusetts
$4.65M +$109K +5,523 +2%
EI
90
Ellevest Inc
New York
$4.56M +$2.2M +111,363 +93%
TC
91
Trilogy Capital
California
$4.49M +$177K +8,973 +4%
P
92
&Partners
Tennessee
$4.42M +$1.86M +94,281 +73%
SF
93
Summit Financial
New Jersey
$4.41M +$84.7K +4,294 +2%
CCW
94
Coastline Complete Wealth
South Carolina
$4.33M +$4.33M +219,528 New
GWM
95
Geneos Wealth Management
Colorado
$4.3M +$250K +12,646 +6%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$4.21M +$46.6K +2,364 +1%
WB
97
Webster Bank
Connecticut
$4.08M +$2.12M +107,221 +108%
CBA
98
Coastal Bridge Advisors
Connecticut
$4.05M +$88.1K +4,467 +2%
EW
99
Evexia Wealth
Wisconsin
$4.03M +$2.35M +118,874 +139%
OPA
100
Old Port Advisors
Maine
$4.01M +$198K +10,055 +5%