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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
AWA
126
Ark Wealth Advisors
California
$2.79M +$2.79M +141,579 New
AA
127
Addison Advisors
Vermont
$2.79M +$188K +9,540 +7%
GIA
128
Gladstone Institutional Advisory
Florida
$2.73M +$16.7K +847 +0.6%
SPIA
129
Steward Partners Investment Advisory
New York
$2.7M +$258K +13,070 +11%
SWM
130
Silverlake Wealth Management
Vermont
$2.69M +$153K +7,749 +6%
MPIA
131
Milestones Private Investment Advisors
New York
$2.65M +$109K +5,509 +4%
VA
132
VestGen Advisors
Illinois
$2.64M -$4.89M -247,591 -65%
JWCA
133
J.W. Cole Advisors
Florida
$2.52M +$370K +18,752 +17%
SI
134
Stephens Inc
Arkansas
$2.34M +$327K +16,577 +16%
P
135
Paradiem
Louisiana
$2.25M
OFG
136
Opulen Financial Group
Virginia
$2.24M +$40.6K +2,060 +2%
BPA
137
Beacon Pointe Advisors
California
$2.15M +$1.95M +98,942 +976%
CCWP
138
Cedar Cove Wealth Partners
Minnesota
$2.12M +$2.12M +107,560 New
Creative Planning
139
Creative Planning
Kansas
$2.12M -$695K -35,211 -25%
LWL
140
Leo Wealth LLC
Texas
$2.07M +$1.87M +94,881 +936%
IWM
141
IHT Wealth Management
Illinois
$2.06M +$413K +20,925 +25%
OIM
142
Oder Investment Management
California
$2.03M +$124K +6,300 +7%
HNB
143
Huntington National Bank
Ohio
$2M
WMWM
144
Wilkins Miller Wealth Management
Alabama
$1.99M -$30.9K -1,568 -2%
KFI
145
Key Financial Inc
Pennsylvania
$1.96M +$560K +28,398 +40%
HWAM
146
Hennion & Walsh Asset Management
New Jersey
$1.94M -$580K -29,412 -23%
RC
147
Roundview Capital
New Jersey
$1.93M
AFP
148
Ausdal Financial Partners
Iowa
$1.89M -$5.76M -291,963 -75%
RWA
149
River Wealth Advisors
Pennsylvania
$1.88M -$161K -8,156 -8%
OMC
150
Old Mission Capital
Illinois
$1.82M +$1.82M +92,208 New