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Invesco BulletShares 2027 Corporate Bond ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$571M 29,144,549 +28,657,205 +5,880%
Morgan Stanley
2
Morgan Stanley
New York
$169M 8,648,024 +148,964 +2%
Wells Fargo
3
Wells Fargo
California
$116M 5,937,594 +244,465 +4%
LPL Financial
4
LPL Financial
California
$98.5M 5,029,257 +530,525 +12%
Bank of America
5
Bank of America
North Carolina
$93.2M 4,756,437 +830,011 +21%
Raymond James Financial
6
Raymond James Financial
Florida
$76.3M 3,895,172 +42,346 +1%
UBS Group
7
UBS Group
Switzerland
$70.7M 3,607,275 +379,775 +12%
CA
8
Clearstead Advisors
Ohio
$52.8M 2,697,302 +50,855 +2%
Invesco
9
Invesco
Georgia
$51.3M 2,620,336 +330,687 +14%
MF
10
Manchester Financial
California
$48.4M 2,471,396 -530,727 -18%
AWM
11
Avior Wealth Management
Nebraska
$47.4M 2,421,039 +350,326 +17%
HBT
12
Hills Bank & Trust
Iowa
$47.2M 2,409,045 +54,421 +2%
MCM
13
MAI Capital Management
Ohio
$44.8M 2,287,479 +253,326 +12%
SFG
14
SNS Financial Group
Minnesota
$31.1M 1,585,339 +142,664 +10%
RMDI
15
R.M. Davis Inc
Maine
$30.7M 1,566,496 +78,415 +5%
BCM
16
Brookstone Capital Management
Illinois
$30M 1,531,447 -35,663 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$26.6M 1,357,662 -512,643 -27%
Renaissance Technologies
18
Renaissance Technologies
New York
$24.3M 1,241,592 +918,892 +285%
TF
19
TLWM Financial
Texas
$22.5M 1,147,761 +33,114 +3%
MML Investors Services
20
MML Investors Services
Massachusetts
$22.4M 1,145,877 +285,393 +33%
4WM
21
49 Wealth Management
Texas
$20.9M 1,067,606 +11,548 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$20.8M 1,061,353 +212,643 +25%
AIM
23
Anchor Investment Management
South Carolina
$20.5M 1,046,203 +104,344 +11%
Stifel Financial
24
Stifel Financial
Missouri
$19.4M 990,406 +286,883 +41%
Ameriprise
25
Ameriprise
Minnesota
$18.6M 949,432 +196,817 +26%