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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
BFG
101
Berger Financial Group
Minnesota
$3.94M -$8.17K -414 -0.2%
CFS
102
CRA Financial Services
New Jersey
$3.88M -$99 -5 -0%
AIM
103
Aspen Investment Management
Michigan
$3.79M -$5.92K -300 -0.2%
CAG
104
Carroll Advisory Group
Texas
$3.75M +$3.75M +190,103 New
HWM
105
Horizons Wealth Management
North Carolina
$3.74M +$7.5K +380 +0.2%
IWC
106
Infinity Wealth Counsel
Ohio
$3.66M +$180K +9,135 +5%
PFG
107
Pinnacle Financial Group
Illinois
$3.6M -$65.4K -3,316 -2%
NCM
108
Novare Capital Management
North Carolina
$3.6M +$83.3K +4,222 +2%
AI
109
Atria Investments
North Carolina
$3.58M +$518K +26,264 +17%
SEEDPG
110
S.E.E.D. Planning Group
New York
$3.5M -$129K -6,558 -4%
EWM
111
Empirical Wealth Management
Washington
$3.49M +$40.5K +2,053 +1%
WA
112
Waverly Advisors
Alabama
$3.43M +$483K +24,466 +16%
PFS
113
Prospera Financial Services
Texas
$3.32M +$342K +17,320 +11%
TF
114
Tenon Financial
New Jersey
$3.15M +$155K +7,873 +5%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$3.14M +$48.9K +2,476 +2%
SL
116
Sentinus LLC
Illinois
$3.12M +$3.12M +158,004 New
ACM
117
AlphaStar Capital Management
North Carolina
$3.12M +$197K +9,995 +7%
FFA
118
Farther Finance Advisors
California
$3.1M +$2.02M +102,549 +188%
AF
119
Allworth Financial
California
$3.09M -$78.9K -4,001 -2%
LW
120
Livet Wealth
Utah
$3.09M +$3.09M +156,560 New
VIM
121
Vista Investment Management
Pennsylvania
$3.09M -$255K -12,932 -8%
RSA
122
River Street Advisors
Illinois
$3.05M +$300K +15,203 +11%
TC
123
TFR Capital
Texas
$2.97M +$519K +26,322 +21%
PWSG
124
Pacific Wealth Strategies Group
California
$2.95M +$1.13M +57,429 +62%
RIS
125
Richmond Investment Services
Wisconsin
$2.9M +$364K +18,467 +14%