We are live on ! Find out more
BSCR icon

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
SPIA
126
Steward Partners Investment Advisory
New York
$2.44M +$735K +37,350 +43%
BBW
127
Blue Barn Wealth
Utah
$2.41M +$110K +5,580 +5%
EI
128
Ellevest Inc
New York
$2.36M +$73.6K +3,737 +3%
P
129
Paradiem
Louisiana
$2.25M
OFG
130
Opulen Financial Group
Virginia
$2.19M +$124K +6,288 +6%
JWCA
131
J.W. Cole Advisors
Florida
$2.14M +$122K +6,220 +6%
RWA
132
River Wealth Advisors
Pennsylvania
$2.03M -$30.8K -1,566 -1%
WMWM
133
Wilkins Miller Wealth Management
Alabama
$2.02M -$244K -12,401 -11%
SI
134
Stephens Inc
Arkansas
$2.01M +$238K +12,086 +13%
WB
135
Webster Bank
Connecticut
$1.96M +$1.05M +53,501 +116%
RC
136
Roundview Capital
New Jersey
$1.93M
OIM
137
Oder Investment Management
California
$1.91M +$112K +5,698 +6%
LF
138
Lantz Financial
Illinois
$1.89M +$149K +7,584 +9%
MA
139
Montag & Associates
Georgia
$1.87M -$148K -7,539 -7%
HNB
140
Huntington National Bank
Ohio
$1.85M
LPT
141
Legacy Private Trust
Wisconsin
$1.84M -$4.23K -215 -0.2%
BFG
142
Beacon Financial Group
Texas
$1.83M +$340K +17,256 +23%
PWSG
143
Pacific Wealth Strategies Group
California
$1.81M +$105K +5,333 +6%
MTWM
144
Masso Torrence Wealth Management
New Jersey
$1.79M +$6.65K +338 +0.4%
LIM
145
Leavell Investment Management
Alabama
$1.75M +$886 +45 +0.1%
OLA
146
Oliver Luxxe Assets
New Jersey
$1.74M +$45.7K +2,322 +3%
EW
147
Evexia Wealth
Wisconsin
$1.69M +$89.9K +4,568 +6%
RAM
148
Redmond Asset Management
Virginia
$1.68M +$436K +22,161 +35%
HA
149
Hanover Advisors
South Carolina
$1.66M -$7.4K -376 -0.4%
GCM
150
G2 Capital Management
Ohio
$1.65M +$18.1K +918 +1%