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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
WWA
176
Wingate Wealth Advisors
Massachusetts
$1.39M +$10.8K +545 +0.8%
SPC
177
Sigma Planning Corp
Michigan
$1.35M -$13.7K -693 -1%
AA
178
ArborFi Advisors
Michigan
$1.32M -$9.1K -461 -0.7%
DWML
179
Decker Wealth Management LLC
Tennessee
$1.3M +$1.3M +66,091 New
EA
180
Everpar Advisors
Oklahoma
$1.26M +$48.5K +2,456 +4%
HT
181
Heritage Trust
Oklahoma
$1.26M +$135K +6,841 +12%
SAM
182
Sawgrass Asset Management
Florida
$1.25M
LFAS
183
Level Four Advisory Services
Texas
$1.24M -$2.56M -129,908 -67%
OPTFSNA
184
Old Point Trust & Financial Services N A
Virginia
$1.24M +$124K +6,270 +11%
RFWA
185
RPg Family Wealth Advisory
Massachusetts
$1.22M -$8.35K -423 -0.7%
HI
186
Harbour Investments
Wisconsin
$1.21M -$133K -6,764 -10%
KP
187
Keel Point
Alabama
$1.21M +$513K +25,986 +74%
APA
188
Astoria Portfolio Advisors
New York
$1.17M +$72.3K +3,663 +7%
GWANC
189
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.17M +$83.8K +4,249 +8%
WIC
190
Woodmont Investment Counsel
Tennessee
$1.16M -$77.7K -3,937 -6%
MIFH
191
Migdal Insurance & Financial Holdings
Israel
$1.16M +$205K +10,402 +22%
AR
192
Apeiron RIA
Texas
$1.13M -$41.8K -2,119 -4%
KIG
193
Kessler Investment Group
Indiana
$1.11M -$20.4K -1,034 -2%
FAM
194
Flaharty Asset Management
Florida
$1.1M
KBFS
195
Kohmann Bosshard Financial Services
Ohio
$1.1M +$6.29K +319 +0.6%
Comerica Bank
196
Comerica Bank
Texas
$1.08M +$65K +3,294 +6%
AC
197
Apella Capital
Connecticut
$1.08M -$9.02K -457 -0.8%
IBOK
198
Independence Bank of Kentucky
Kentucky
$1.07M +$4.26K +216 +0.4%
CAL
199
Capital Analysts LLC
Pennsylvania
$1.05M -$49.5K -2,510 -4%
OIA
200
OneDigital Investment Advisors
Kansas
$1.05M +$385K +19,527 +58%