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Invesco BulletShares 2027 Corporate Bond ETF

400 hedge funds and large institutions have $3.91B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 205 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 96

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

8% more capital invested

Capital invested by funds: $3.62B → $3.91B (+$296M)

4% more funds holding

Funds holding: 383400 (+17)

1.61% more ownership

Funds ownership: 81.77%83.38% (+1.6%)

Holders
400
Holders Change
+17
Holders Change %
+4.44%
% of All Funds
4.93%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
40
Increased
205
Reduced
96
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSA
76
River Street Advisors
Illinois
$6.2M +$3.18M +161,549 +105%
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.11M +$67.1K +3,403 +1%
SIC
78
SFE Investment Counsel
California
$6.11M +$553K +28,046 +10%
PMWMG
79
Parr McKnight Wealth Management Group
Minnesota
$5.87M +$611K +31,017 +12%
CL
80
CVFG LLC
Indiana
$5.82M +$5.84M +296,316 New
MCB
81
Morton Community Bank
Illinois
$5.81M +$86.3K +4,380 +2%
KAS
82
Kestra Advisory Services
Texas
$5.75M -$8.14K -413 -0.1%
HWM
83
Howard Wealth Management
Connecticut
$5.65M +$190K +9,658 +3%
FF
84
Farnam Financial
Arizona
$5.62M +$125K +6,347 +2%
P
85
Paradiem
Louisiana
$5.57M +$3.35M +169,744 +149%
CAG
86
Carroll Advisory Group
Texas
$5.52M +$1.8M +91,102 +48%
SFA
87
Souders Financial Advisors
Ohio
$5.43M +$47K +2,382 +0.9%
EWS
88
Evergreen Wealth Solutions
Pennsylvania
$5.4M +$246K +12,496 +5%
BPA
89
Beacon Pointe Advisors
California
$5.25M +$3.13M +158,665 +145%
CCW
90
Coastline Complete Wealth
South Carolina
$5.2M +$900K +45,645 +21%
IWC
91
Integrated Wealth Concepts
Massachusetts
$5.16M +$541K +27,463 +12%
EH
92
Equitable Holdings
New York
$5.04M +$121K +6,146 +2%
NL
93
NorthAvenue LLC
Ohio
$4.97M +$294K +14,926 +6%
CT
94
Colonial Trust
South Carolina
$4.79M -$50.9K -2,580 -1%
P
95
&Partners
Tennessee
$4.69M +$302K +15,329 +7%
WB
96
Webster Bank
Connecticut
$4.69M +$635K +32,189 +16%
EW
97
Evexia Wealth
Wisconsin
$4.68M +$661K +33,543 +16%
TC
98
Trilogy Capital
California
$4.64M +$169K +8,592 +4%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$4.58M +$4.6M +233,328 New
EI
100
Ellevest Inc
New York
$4.56M +$28.8K +1,461 +0.6%