We are live on ! Find out more
BSCR icon

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
GWM
101
Geneos Wealth Management
Colorado
$4.48M +$204K +10,354 +5%
EWA
102
EP Wealth Advisors
California
$4.48M -$306K -15,518 -6%
SF
103
Summit Financial
New Jersey
$4.4M +$20.5K +1,040 +0.5%
CFS
104
CRA Financial Services
New Jersey
$4.4M +$543K +27,561 +14%
CBA
105
Coastal Bridge Advisors
Connecticut
$4.17M +$146K +7,430 +4%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$4.08M +$2.52M +127,997 +160%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$4.04M +$917K +46,543 +29%
OPA
108
Old Port Advisors
Maine
$3.96M -$22K -1,117 -0.5%
BFG
109
Berger Financial Group
Minnesota
$3.9M -$18.1K -919 -0.5%
AI
110
Atria Investments
North Carolina
$3.89M +$332K +16,850 +9%
HWM
111
Horizons Wealth Management
North Carolina
$3.87M +$150K +7,633 +4%
Citadel Advisors
112
Citadel Advisors
Florida
$3.81M +$3.83M +194,045 New
AIM
113
Aspen Investment Management
Michigan
$3.74M -$27.6K -1,402 -0.7%
PFG
114
Pinnacle Financial Group
Illinois
$3.69M +$104K +5,255 +3%
NCM
115
Novare Capital Management
North Carolina
$3.65M +$78K +3,958 +2%
PFS
116
Prospera Financial Services
Texas
$3.63M +$328K +16,653 +10%
IWC
117
Infinity Wealth Counsel
Ohio
$3.6M -$36.4K -1,847 -1%
SEEDPG
118
S.E.E.D. Planning Group
New York
$3.55M +$73.1K +3,710 +2%
WA
119
Waverly Advisors
Alabama
$3.51M +$102K +5,193 +3%
TF
120
Tenon Financial
New Jersey
$3.51M +$380K +19,280 +12%
EWM
121
Empirical Wealth Management
Washington
$3.45M -$15.6K -793 -0.4%
AF
122
Allworth Financial
California
$3.37M +$294K +14,917 +10%
LW
123
Livet Wealth
Utah
$3.29M +$217K +11,018 +7%
ACM
124
AlphaStar Capital Management
North Carolina
$3.23M +$131K +6,647 +4%
AWA
125
Ark Wealth Advisors
California
$3.16M +$379K +19,236 +14%