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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
PWSG
126
Pacific Wealth Strategies Group
California
$3.1M +$169K +8,555 +6%
SL
127
Sentinus LLC
Illinois
$3.09M -$14K -710 -0.4%
JP Morgan Chase
128
JP Morgan Chase
New York
$3.08M +$3M +151,966 +2,854%
SWM
129
Silverlake Wealth Management
Vermont
$3.04M +$366K +18,556 +14%
AA
130
Addison Advisors
Vermont
$3M +$221K +11,196 +8%
TC
131
TFR Capital
Texas
$2.99M +$36.3K +1,839 +1%
VA
132
VestGen Advisors
Illinois
$2.88M +$245K +12,405 +9%
GIA
133
Gladstone Institutional Advisory
Florida
$2.87M +$155K +7,859 +6%
RIS
134
Richmond Investment Services
Wisconsin
$2.72M -$170K -8,604 -6%
KFI
135
Key Financial Inc
Pennsylvania
$2.68M +$732K +37,152 +37%
SPIA
136
Steward Partners Investment Advisory
New York
$2.65M -$26.4K -1,338 -1%
MPIA
137
Milestones Private Investment Advisors
New York
$2.57M -$68.4K -3,468 -3%
OFG
138
Opulen Financial Group
Virginia
$2.42M +$195K +9,911 +9%
SI
139
Stephens Inc
Arkansas
$2.28M -$54.7K -2,777 -2%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$2.24M -$1.96M -99,321 -47%
VIM
141
Vista Investment Management
Pennsylvania
$2.21M -$865K -43,868 -28%
HNB
142
Huntington National Bank
Ohio
$2.2M
IWM
143
IHT Wealth Management
Illinois
$2.16M +$114K +5,763 +6%
TW
144
Tempo Wealth
Ohio
$2.13M +$702K +35,627 +49%
OIM
145
Oder Investment Management
California
$2.1M +$76.9K +3,902 +4%
Creative Planning
146
Creative Planning
Kansas
$2.09M -$10K -509 -0.5%
MWM
147
Mission Wealth Management
California
$2.09M +$2.1M +106,330 New
WWMP
148
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$2.07M +$317K +16,089 +18%
LWL
149
Leo Wealth LLC
Texas
$1.96M -$104K -5,264 -5%
CCWP
150
Cedar Cove Wealth Partners
Minnesota
$1.96M -$154K -7,822 -7%