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Invesco BulletShares 2027 Corporate Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$571M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$24.3M
3
Bank of America
3
Bank of America
North Carolina
$93.2M
4
LPL Financial
4
LPL Financial
California
$98.5M
5
CVA
5
Central Valley Advisors
California
$8.83M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
IAS
2
IMA Advisory Services
Colorado
$391K
3
MF
3
Manchester Financial
California
$48.4M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.6M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPF
176
Vantage Point Financial
Illinois
$1.09M +$99.8K +5,094 +10%
GWANC
177
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.09M +$7.52K +384 +0.7%
FIM
178
Freedom Investment Management
Connecticut
$1.08M +$59.5K +3,036 +6%
HGA
179
Hobbs Group Advisors
South Carolina
$1.08M +$40.4K +2,063 +4%
KBFS
180
Kohmann Bosshard Financial Services
Ohio
$1.08M +$3.19K +163 +0.3%
AR
181
Apeiron RIA
Texas
$1.07M +$1.98K +101 +0.2%
CAL
182
Capital Analysts LLC
Pennsylvania
$1.04M +$70.9K +3,615 +7%
BFG
183
Beacon Financial Group
Texas
$1.02M +$1.02M +52,113 New
FCAS
184
First Command Advisory Services
Texas
$1.01M +$214K +10,919 +27%
OPTFSNA
185
Old Point Trust & Financial Services N A
Virginia
$998K +$102K +5,195 +11%
IBOK
186
Independence Bank of Kentucky
Kentucky
$961K +$37.8K +1,932 +4%
DAS
187
Diversify Advisory Services
Utah
$956K +$3.12K +159 +0.3%
VWWMG
188
Vermillion & White Wealth Management Group
Pennsylvania
$955K -$17.4K -886 -2%
CWS
189
Cypress Wealth Services
California
$942K +$4.41K +225 +0.5%
CFS
190
Coordinated Financial Services
Colorado
$934K +$193K +9,847 +26%
WB
191
Webster Bank
Connecticut
$905K +$99.9K +5,100 +12%
TSWM
192
Tyler-Stone Wealth Management
Ohio
$902K +$472K +24,115 +110%
CG
193
Cynosure Group
Utah
$896K – – –
AC
194
Apella Capital
Connecticut
$888K +$32.2K +1,645 +4%
IWP
195
Insight Wealth Partners
Texas
$876K +$117K +5,967 +15%
YP
196
YANKCOM Partnership
South Dakota
$873K -$8.99K -459 -1%
HT
197
Heritage Trust
Oklahoma
$869K +$105K +5,380 +14%
MIFH
198
Migdal Insurance & Financial Holdings
Israel
$845K +$459K +23,403 +119%
WFC
199
Western Financial Corp
California
$824K +$6.43K +328 +0.8%
Brown Advisory
200
Brown Advisory
Maryland
$785K +$13.3K +678 +2%
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8
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