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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
Lido Advisors
1
Lido Advisors
California
$1.32B +$43.6M +2,209,925 +3%
Morgan Stanley
2
Morgan Stanley
New York
$205M +$20.2M +1,023,790 +11%
Wells Fargo
3
Wells Fargo
California
$141M +$11M +558,803 +8%
LPL Financial
4
LPL Financial
California
$133M +$10.5M +532,067 +9%
Bank of America
5
Bank of America
North Carolina
$99M +$2.59M +131,159 +3%
Raymond James Financial
6
Raymond James Financial
Florida
$84M +$7.06M +357,978 +9%
UBS Group
7
UBS Group
Switzerland
$83.3M -$277K -14,024 -0.3%
Invesco
8
Invesco
Georgia
$68.1M +$1.3M +65,744 +2%
MCM
9
MAI Capital Management
Ohio
$57.4M +$8.05M +407,902 +16%
HBT
10
Hills Bank & Trust
Iowa
$49.9M +$482K +24,407 +1%
AWM
11
Avior Wealth Management
Nebraska
$46.9M -$1.68M -85,074 -3%
MML Investors Services
12
MML Investors Services
Massachusetts
$38M +$5.18M +262,297 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$36.2M +$3.35M +169,844 +10%
SFG
14
SNS Financial Group
Minnesota
$35.9M +$986K +49,994 +3%
RMDI
15
R.M. Davis Inc
Maine
$32.9M +$619K +31,384 +2%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$31M +$14.1M +712,253 +83%
BCM
17
Brookstone Capital Management
Illinois
$29.4M +$459K +23,238 +2%
MA
18
MONECO Advisors
Connecticut
$25.8M +$1.31M +66,614 +5%
TF
19
TLWM Financial
Texas
$24M +$674K +34,153 +3%
AIM
20
Anchor Investment Management
South Carolina
$24M +$1.7M +86,048 +8%
Osaic Holdings
21
Osaic Holdings
Arizona
$23.8M +$1.93M +97,981 +9%
Stifel Financial
22
Stifel Financial
Missouri
$23M +$1.4M +71,018 +7%
Ameriprise
23
Ameriprise
Minnesota
$22.5M +$833K +42,209 +4%
AUB
24
Atlantic Union Bankshares
Virginia
$21.9M +$1.52M +76,872 +7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$21.6M +$2.25M +113,973 +12%