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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
BAM
201
Belpointe Asset Management
Nevada
$1.04M +$785K +39,796 +315%
SPA
202
Sentinel Pension Advisors
Massachusetts
$1.03M -$6.23M -315,882 -86%
OFS
203
Opus Financial Solutions
Illinois
$1M +$1M +50,769 New
NWAG
204
Net Worth Advisory Group
Utah
$998K +$610K +30,897 +157%
CFS
205
Coordinated Financial Services
Colorado
$992K +$2.39K +121 +0.2%
KA
206
Kovack Advisors
Florida
$989K +$989K +50,107 New
VPF
207
Vantage Point Financial
Illinois
$978K -$11.5K -583 -1%
CWS
208
Cypress Wealth Services
California
$960K -$29.5K -1,493 -3%
SAI
209
Savvy Advisors Inc
New York
$946K +$80.8K +4,097 +9%
FCAS
210
First Command Advisory Services
Texas
$938K -$380K -19,236 -29%
FFIC
211
First Fiduciary Investment Counsel
Ohio
$928K +$127K +6,437 +16%
Brown Advisory
212
Brown Advisory
Maryland
$919K
Mariner
213
Mariner
Kansas
$884K +$239K +12,114 +37%
AIFAIM
214
American Institute for Advanced Investment Management
Arizona
$883K +$87.6K +4,437 +11%
Renaissance Technologies
215
Renaissance Technologies
New York
$882K -$10.4M -528,198 -92%
SG
216
Strid Group
Pennsylvania
$880K +$96.6K +4,896 +12%
BWM
217
Blossom Wealth Management
California
$856K +$398K +20,192 +87%
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$851K +$125K +6,331 +17%
WFC
219
Western Financial Corp
California
$846K +$2.45K +124 +0.3%
YP
220
YANKCOM Partnership
South Dakota
$846K -$55.9K -2,833 -6%
SCA
221
Strathmore Capital Advisors
North Carolina
$843K -$8.58K -435 -1%
KOC
222
Koss-Olinger Consulting
Florida
$810K +$118K +5,975 +17%
VWWMG
223
Vermillion & White Wealth Management Group
Pennsylvania
$801K +$100K +5,086 +14%
WCM
224
Whitener Capital Management
North Carolina
$800K +$28.1K +1,426 +4%
SWA
225
Sax Wealth Advisors
New Jersey
$800K +$10.7K +543 +1%