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
IWM
151
IHT Wealth Management
Illinois
$1.65M +$198K +10,042 +14%
HWM
152
HB Wealth Management
Georgia
$1.64M +$159K +8,073 +11%
NCG
153
Newport Capital Group
New Jersey
$1.61M +$1.61M +81,532 New
SB
154
Semitam Bonam
New York
$1.6M +$26.1K +1,325 +2%
RFN
155
Redwood Financial Network
Ohio
$1.55M +$51K +2,592 +3%
ACA
156
Aptus Capital Advisors
Alabama
$1.53M -$17.3K -877 -1%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$1.48M -$111K -5,655 -7%
BFA
158
Beaumont Financial Advisors
Massachusetts
$1.46M -$14K -712 -1%
AWM
159
Accurate Wealth Management
Florida
$1.42M +$37.3K +1,895 +3%
KFI
160
Key Financial Inc
Pennsylvania
$1.4M +$75K +3,810 +6%
WWA
161
Wingate Wealth Advisors
Massachusetts
$1.38M +$11.3K +575 +0.8%
SPC
162
Sigma Planning Corp
Michigan
$1.36M +$92.9K +4,719 +7%
HI
163
Harbour Investments
Wisconsin
$1.34M +$14.6K +741 +1%
Jane Street
164
Jane Street
New York
$1.33M +$1.33M +67,561 New
AA
165
ArborFi Advisors
Michigan
$1.33M +$87.6K +4,451 +7%
FCAS
166
First Command Advisory Services
Texas
$1.32M +$107K +5,443 +9%
BCFS
167
Butensky & Cohen Financial Security
Florida
$1.31M +$56.5K +2,871 +5%
DAS
168
Diversify Advisory Services
Utah
$1.28M +$273K +13,853 +27%
SAM
169
Sawgrass Asset Management
Florida
$1.25M +$32.5K +1,650 +3%
PAS
170
Park Avenue Securities
New York
$1.25M -$204K -10,381 -14%
WIC
171
Woodmont Investment Counsel
Tennessee
$1.23M -$83.5K -4,241 -6%
RFWA
172
RPg Family Wealth Advisory
Massachusetts
$1.22M
EA
173
Everpar Advisors
Oklahoma
$1.21M +$666K +33,830 +122%
SWM
174
Segment Wealth Management
Texas
$1.21M -$7.97K -405 -0.7%
AR
175
Apeiron RIA
Texas
$1.17M +$6.12K +311 +0.5%