We are live on ! Find out more
BSCR icon

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
WWMP
151
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.76M +$1.76M +89,271 New
LIM
152
Leavell Investment Management
Alabama
$1.75M +$1.1K +56 +0.1%
RAM
153
Redmond Asset Management
Virginia
$1.75M +$62.7K +3,180 +4%
SB
154
Semitam Bonam
New York
$1.72M +$117K +5,908 +7%
HWM
155
HB Wealth Management
Georgia
$1.71M +$72.9K +3,692 +4%
HA
156
Hanover Advisors
South Carolina
$1.69M +$30K +1,521 +2%
DAS
157
Diversify Advisory Services
Utah
$1.68M +$397K +20,104 +31%
OLA
158
Oliver Luxxe Assets
New Jersey
$1.68M -$56.9K -2,885 -3%
GCM
159
G2 Capital Management
Ohio
$1.67M +$17.8K +901 +1%
NCG
160
Newport Capital Group
New Jersey
$1.63M +$17.3K +877 +1%
ACA
161
Aptus Capital Advisors
Alabama
$1.62M +$88.7K +4,495 +6%
XPN
162
XY Planning Network
Montana
$1.62M +$1.03M +52,228 +176%
RFN
163
Redwood Financial Network
Ohio
$1.6M +$44K +2,229 +3%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$1.58M +$90.6K +4,593 +6%
BFG
165
Beacon Financial Group
Texas
$1.53M -$311K -15,753 -17%
MA
166
Montag & Associates
Georgia
$1.52M -$351K -17,807 -19%
GCM
167
Gambit Capital Management
Tennessee
$1.48M +$1.48M +74,845 New
BFA
168
Beaumont Financial Advisors
Massachusetts
$1.47M +$10.3K +522 +0.7%
SFWC
169
Strategic Family Wealth Counselors
New Jersey
$1.47M +$506K +25,657 +52%
TW
170
Tempo Wealth
Ohio
$1.44M +$1.44M +73,001 New
AWM
171
Accurate Wealth Management
Florida
$1.43M +$10.4K +525 +0.7%
CWA
172
Continuum Wealth Advisors
New York
$1.42M +$1.42M +71,839 New
BCFS
173
Butensky & Cohen Financial Security
Florida
$1.41M +$98.4K +4,988 +8%
SRC
174
Shufro Rose & Co
New York
$1.4M +$285K +14,421 +26%
SWM
175
Segment Wealth Management
Texas
$1.39M +$179K +9,085 +15%