BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF

380 hedge funds and large institutions have $3.61B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 83 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
MCB
76
Morton Community Bank
Illinois
$5.76M
PAG
77
Private Advisor Group
New Jersey
$5.68M
PMG
78
ProVise Management Group
Florida
$5.68M
SIC
79
SFE Investment Counsel
California
$5.59M
FF
80
Farnam Financial
Arizona
$5.52M
HWM
81
Howard Wealth Management
Connecticut
$5.5M
SFA
82
Souders Financial Advisors
Ohio
$5.41M
PMWMG
83
Parr McKnight Wealth Management Group
Minnesota
$5.29M
EWS
84
Evergreen Wealth Solutions
Pennsylvania
$5.18M
EH
85
Equitable Holdings
New York
$4.91M
CT
86
Colonial Trust
South Carolina
$4.87M
EWA
87
EP Wealth Advisors
California
$4.81M
NL
88
NorthAvenue LLC
Ohio
$4.7M
IWC
89
Integrated Wealth Concepts
Massachusetts
$4.65M
EI
90
Ellevest Inc
New York
$4.56M
TC
91
Trilogy Capital
California
$4.49M
P
92
&Partners
Tennessee
$4.42M
SF
93
Summit Financial
New Jersey
$4.41M
CCW
94
Coastline Complete Wealth
South Carolina
$4.33M
GWM
95
Geneos Wealth Management
Colorado
$4.3M
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$4.21M
WB
97
Webster Bank
Connecticut
$4.08M
CBA
98
Coastal Bridge Advisors
Connecticut
$4.05M
EW
99
Evexia Wealth
Wisconsin
$4.03M
OPA
100
Old Port Advisors
Maine
$4.01M