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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
Lido Advisors
1
Lido Advisors
California
$1.27B +$297M +15,069,309 +30%
Morgan Stanley
2
Morgan Stanley
New York
$184M +$9.37M +475,873 +5%
Wells Fargo
3
Wells Fargo
California
$130M +$7.49M +380,409 +6%
LPL Financial
4
LPL Financial
California
$122M +$18.8M +955,979 +18%
Bank of America
5
Bank of America
North Carolina
$96.3M +$1.38M +69,988 +1%
UBS Group
6
UBS Group
Switzerland
$83.4M +$4.58M +232,664 +6%
Raymond James Financial
7
Raymond James Financial
Florida
$76.8M +$4.86M +246,971 +7%
Invesco
8
Invesco
Georgia
$66.7M +$7.88M +400,268 +13%
HBT
9
Hills Bank & Trust
Iowa
$49.3M +$1.72M +87,499 +4%
MCM
10
MAI Capital Management
Ohio
$49.3M +$1.77M +89,977 +4%
AWM
11
Avior Wealth Management
Nebraska
$48.5M +$707K +35,924 +1%
CA
12
Clearstead Advisors
Ohio
$38.9M -$15.8M -802,330 -29%
SFG
13
SNS Financial Group
Minnesota
$34.8M +$1.82M +92,488 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$32.8M +$4.85M +246,521 +17%
MML Investors Services
15
MML Investors Services
Massachusetts
$32.8M +$7.17M +364,389 +28%
RMDI
16
R.M. Davis Inc
Maine
$32.2M +$341K +17,312 +1%
BCM
17
Brookstone Capital Management
Illinois
$28.9M +$237K +12,040 +0.8%
MA
18
MONECO Advisors
Connecticut
$24.5M +$3.09M +156,780 +14%
TF
19
TLWM Financial
Texas
$23.3M +$451K +22,926 +2%
AIM
20
Anchor Investment Management
South Carolina
$22.3M +$838K +42,570 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$21.8M +$1.01M +51,214 +5%
Ameriprise
22
Ameriprise
Minnesota
$21.6M +$2.89M +146,681 +15%
Stifel Financial
23
Stifel Financial
Missouri
$21.5M +$611K +31,060 +3%
AUB
24
Atlantic Union Bankshares
Virginia
$20.4M +$2.63M +133,496 +15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$19.3M +$1.12M +56,880 +6%