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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
HWM
101
Horizons Wealth Management
North Carolina
$3.73M +$56K +2,847 +2%
PFG
102
Pinnacle Financial Group
Illinois
$3.66M +$122K +6,179 +3%
SEEDPG
103
S.E.E.D. Planning Group
New York
$3.62M +$110K +5,574 +3%
NCM
104
Novare Capital Management
North Carolina
$3.51M +$76.5K +3,884 +2%
IWC
105
Infinity Wealth Counsel
Ohio
$3.47M -$32.5K -1,650 -0.9%
EWM
106
Empirical Wealth Management
Washington
$3.44M +$29.5K +1,500 +0.9%
VIM
107
Vista Investment Management
Pennsylvania
$3.34M -$80.2K -4,074 -2%
MGIA
108
Matthew Goff Investment Advisor
Texas
$3.24M +$669K +33,964 +26%
AF
109
Allworth Financial
California
$3.17M -$45.7K -2,322 -1%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$3.09M +$571K +28,999 +23%
AI
111
Atria Investments
North Carolina
$3.06M +$187K +9,486 +7%
TF
112
Tenon Financial
New Jersey
$2.99M +$276K +13,994 +10%
PFS
113
Prospera Financial Services
Texas
$2.97M +$265K +13,437 +10%
WA
114
Waverly Advisors
Alabama
$2.95M +$281K +14,282 +11%
ACM
115
AlphaStar Capital Management
North Carolina
$2.92M -$401K -20,348 -12%
Creative Planning
116
Creative Planning
Kansas
$2.81M -$214K -10,866 -7%
RSA
117
River Street Advisors
Illinois
$2.75M +$154K +7,843 +6%
GIA
118
Gladstone Institutional Advisory
Florida
$2.71M +$82.1K +4,172 +3%
AA
119
Addison Advisors
Vermont
$2.6M +$182K +9,250 +8%
P
120
&Partners
Tennessee
$2.55M -$61.5K -3,123 -2%
MPIA
121
Milestones Private Investment Advisors
New York
$2.54M +$188K +9,565 +8%
SWM
122
Silverlake Wealth Management
Vermont
$2.53M +$5.18K +263 +0.2%
RIS
123
Richmond Investment Services
Wisconsin
$2.53M -$83.1K -4,219 -3%
HWAM
124
Hennion & Walsh Asset Management
New Jersey
$2.52M -$596K -30,272 -19%
TC
125
TFR Capital
Texas
$2.44M +$431K +21,910 +21%