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Invesco BulletShares 2027 Corporate Bond ETF

344 hedge funds and large institutions have $2.58B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 197 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+17
Holders Change %
+5.2%
% of All Funds
4.67%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.34%
New
39
Increased
197
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EW
126
Evexia Wealth
Wisconsin
$2.34M +$58.1K +2,967 +3%
KPWS
127
Kestra Private Wealth Services
Texas
$2.34M +$1.62M +82,949 +226%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$2.28M +$367K +18,729 +19%
BBW
129
Blue Barn Wealth
Utah
$2.27M +$274K +13,965 +14%
EI
130
Ellevest Inc
New York
$2.24M +$121K +6,181 +6%
P
131
Paradiem
Louisiana
$2.23M -$224K -11,413 -9%
WMWM
132
Wilkins Miller Wealth Management
Alabama
$2.2M +$2.2M +112,427 New
OLA
133
Oliver Luxxe Assets
New Jersey
$2.05M -$2.22M -113,532 -52%
LPT
134
Legacy Private Trust
Wisconsin
$2.03M -$53.9K -2,750 -3%
JWCA
135
J.W. Cole Advisors
Florida
$1.99M +$850K +43,389 +75%
OFG
136
Opulen Financial Group
Virginia
$1.95M +$100K +5,119 +5%
RC
137
Roundview Capital
New Jersey
$1.91M +$699K +35,661 +57%
SI
138
Stephens Inc
Arkansas
$1.89M +$6.23K +318 +0.3%
RWA
139
River Wealth Advisors
Pennsylvania
$1.86M +$232K +11,823 +14%
TC
140
TFR Capital
Texas
$1.82M +$1.58M +80,491 +659%
LIM
141
Leavell Investment Management
Alabama
$1.74M -$14.7K -750 -0.8%
HNB
142
Huntington National Bank
Ohio
$1.72M -$1.61M
MTWM
143
Masso Torrence Wealth Management
New Jersey
$1.68M +$116K +5,902 +7%
HA
144
Hanover Advisors
South Carolina
$1.63M +$215K +10,999 +15%
OIM
145
Oder Investment Management
California
$1.63M +$222K +11,353 +16%
GCM
146
G2 Capital Management
Ohio
$1.61M +$16.5K +840 +1%
EB
147
Eastern Bank
Massachusetts
$1.6M -$3.66M -186,579 -70%
LF
148
Lantz Financial
Illinois
$1.58M +$178K +9,094 +13%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$1.57M +$48.4K +2,472 +3%
GLA
150
Good Life Advisors
Pennsylvania
$1.55M -$1.25M -63,784 -45%