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Invesco BulletShares 2027 Corporate Bond ETF

400 hedge funds and large institutions have $3.91B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 205 increasing their positions, 96 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 96

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

8% more capital invested

Capital invested by funds: $3.62B → $3.91B (+$296M)

4% more funds holding

Funds holding: 383400 (+17)

1.61% more ownership

Funds ownership: 81.77%83.38% (+1.6%)

Holders
400
Holders Change
+17
Holders Change %
+4.44%
% of All Funds
4.93%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
40
Increased
205
Reduced
96
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
201
Kohmann Bosshard Financial Services
Ohio
$1.08M -$13.3K -677 -1%
SCM
202
Sidoxia Capital Management
California
$1.08M +$1.08M +55,020 New
AC
203
Apella Capital
Connecticut
$1.04M -$36.1K -1,830 -3%
SG
204
Strid Group
Pennsylvania
$1.03M +$161K +8,143 +18%
CFS
205
Coordinated Financial Services
Colorado
$1.01M +$23.7K +1,203 +2%
RI
206
Ruggiero Investments
Florida
$1.01M +$1.01M +51,364 New
KA
207
Kovack Advisors
Florida
$1M +$20.7K +1,048 +2%
FCAS
208
First Command Advisory Services
Texas
$1M +$69.8K +3,543 +7%
XPN
209
XY Planning Network
Montana
$997K -$614K -31,156 -38%
WCM
210
Whitener Capital Management
North Carolina
$993K +$198K +10,065 +25%
CAL
211
Capital Analysts LLC
Pennsylvania
$992K -$54.5K -2,766 -5%
AIFAIM
212
American Institute for Advanced Investment Management
Arizona
$991K +$113K +5,740 +13%
FFIC
213
First Fiduciary Investment Counsel
Ohio
$956K +$33.3K +1,690 +4%
VPF
214
Vantage Point Financial
Illinois
$956K -$16.9K -858 -2%
ASN
215
Advisory Services Network
Georgia
$942K +$176K +8,921 +23%
SPA
216
Sentinel Pension Advisors
Massachusetts
$942K -$87.1K -4,420 -8%
Brown Advisory
217
Brown Advisory
Maryland
$938K +$25K +1,267 +3%
MIFH
218
Migdal Insurance & Financial Holdings
Israel
$924K -$225K -11,402 -19%
KOC
219
Koss-Olinger Consulting
Florida
$910K +$105K +5,331 +13%
BWM
220
Blossom Wealth Management
California
$881K +$30.8K +1,561 +4%
DWM
221
Denver Wealth Management
Colorado
$858K +$343K +17,411 +66%
FFW
222
Fusion Family Wealth
New York
$848K +$852K +43,231 New
YP
223
YANKCOM Partnership
South Dakota
$841K
CWS
224
Cypress Wealth Services
California
$841K -$114K -5,782 -12%
SCA
225
Strathmore Capital Advisors
North Carolina
$836K -$2.76K -140 -0.3%