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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 %
ACA
151
Aptus Capital Advisors
Alabama
$1.52M +$64.5K +3,294 +4%
BFA
152
Beaumont Financial Advisors
Massachusetts
$1.5M -$34.7K -1,769 -2%
PAS
153
Park Avenue Securities
New York
$1.47M +$68.5K +3,498 +5%
RFN
154
Redwood Financial Network
Ohio
$1.46M +$78.1K +3,987 +6%
IWM
155
IHT Wealth Management
Illinois
$1.4M +$84.3K +4,305 +6%
APA
156
Astoria Portfolio Advisors
New York
$1.32M -$14.4K -738 -1%
WIC
157
Woodmont Investment Counsel
Tennessee
$1.31M -$33.2K -1,694 -2%
WWA
158
Wingate Wealth Advisors
Massachusetts
$1.3M +$485K +24,737 +59%
HI
159
Harbour Investments
Wisconsin
$1.29M +$171K +8,727 +15%
SAM
160
Sawgrass Asset Management
Florida
$1.27M -$223K -11,375 -15%
SWM
161
Segment Wealth Management
Texas
$1.25M +$37.2K +1,900 +3%
Comerica Bank
162
Comerica Bank
Texas
$1.23M +$240K +12,239 +24%
KFI
163
Key Financial Inc
Pennsylvania
$1.22M +$63.1K +3,220 +5%
SFC
164
Strategic Financial Concepts
Texas
$1.22M +$109K +5,560 +10%
RFWA
165
RPg Family Wealth Advisory
Massachusetts
$1.22M +$11.6K +591 +1%
BCFS
166
Butensky & Cohen Financial Security
Florida
$1.21M +$46.1K +2,352 +4%
AA
167
ArborFi Advisors
Michigan
$1.2M +$46.8K +2,391 +4%
RAM
168
Redmond Asset Management
Virginia
$1.15M +$162K +8,266 +16%
SAM
169
Secure Asset Management
Michigan
$1.15M -$1.77M -90,150 -60%
SPC
170
Sigma Planning Corp
Michigan
$1.14M +$216K +11,001 +23%
KIG
171
Kessler Investment Group
Indiana
$1.13M -$372 -19 -0%
SRC
172
Shufro Rose & Co
New York
$1.1M
CWM
173
Congress Wealth Management
Massachusetts
$1.1M +$1.1M +56,319 New
RIS
174
Richmond Investment Services
Wisconsin
$1.1M +$11.3K +576 +1%
FAM
175
Flaharty Asset Management
Florida
$1.1M