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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
WFC
201
Western Financial Corp
California
$843K -$2.09K -106 -0.2%
FFIC
202
First Fiduciary Investment Counsel
Ohio
$800K +$10K +508 +1%
AIFAIM
203
American Institute for Advanced Investment Management
Arizona
$795K -$2.85K -145 -0.4%
SWA
204
Sax Wealth Advisors
New Jersey
$788K +$36.4K +1,851 +5%
SG
205
Strid Group
Pennsylvania
$782K +$8.56K +435 +1%
CFCI
206
Comprehensive Financial Consultants Institutional
Indiana
$777K -$19.5K -989 -2%
CG
207
Cynosure Group
Utah
$771K -$130K -6,596 -14%
WCM
208
Whitener Capital Management
North Carolina
$771K +$179K +9,079 +30%
PCP
209
Proficio Capital Partners
Massachusetts
$755K +$8.29K +421 +1%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$727K +$244K +12,378 +51%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$725K -$8.56K -435 -1%
CAC
212
Certified Advisory Corp
Florida
$715K +$1.93K +98 +0.3%
BA
213
Ballew Advisors
Mississippi
$711K
ASN
214
Advisory Services Network
Georgia
$705K +$63.4K +3,221 +10%
VWWMG
215
Vermillion & White Wealth Management Group
Pennsylvania
$697K
KP
216
Keel Point
Alabama
$693K +$30.3K +1,540 +5%
KOC
217
Koss-Olinger Consulting
Florida
$689K
TVM
218
True Vision MN
Minnesota
$675K +$21.3K +1,080 +3%
PS
219
Principal Securities
Iowa
$674K +$137K +6,946 +25%
ACG
220
Allen Capital Group
Nebraska
$661K +$41.8K +2,125 +7%
OIA
221
OneDigital Investment Advisors
Kansas
$660K +$59.9K +3,045 +10%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$650K +$49.2K +2,500 +8%
Mariner
223
Mariner
Kansas
$644K -$71.1K -3,610 -10%
FIA
224
Foundations Investment Advisors
Arizona
$635K -$14.9K -757 -2%
KWM
225
Kingsview Wealth Management
Oregon
$625K +$31K +1,573 +5%