We are live on ! Find out more
BSCR icon

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
Lido Advisors
1
Lido Advisors
California
$1.4B +$76M +3,854,896 +6%
Morgan Stanley
2
Morgan Stanley
New York
$202M -$1.41M -71,284 -0.7%
UBS Group
3
UBS Group
Switzerland
$162M +$79.1M +4,010,978 +95%
Wells Fargo
4
Wells Fargo
California
$143M +$2.37M +119,989 +2%
LPL Financial
5
LPL Financial
California
$141M +$8.52M +432,062 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$118M +$35.1M +1,780,297 +42%
Bank of America
7
Bank of America
North Carolina
$110M +$11.3M +571,979 +11%
Invesco
8
Invesco
Georgia
$72.5M +$4.79M +242,992 +7%
MCM
9
MAI Capital Management
Ohio
$60M +$2.91M +147,628 +5%
HBT
10
Hills Bank & Trust
Iowa
$52M +$2.41M +122,122 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$46.9M +$10.9M +554,441 +30%
AWM
12
Avior Wealth Management
Nebraska
$43.2M -$3.45M -174,993 -7%
SFG
13
SNS Financial Group
Minnesota
$37.6M +$1.91M +96,668 +5%
MML Investors Services
14
MML Investors Services
Massachusetts
$35.5M -$2.3M -116,487 -6%
RMDI
15
R.M. Davis Inc
Maine
$33.9M +$1.18M +59,833 +4%
BCM
16
Brookstone Capital Management
Illinois
$29.7M +$492K +24,934 +2%
MA
17
MONECO Advisors
Connecticut
$26.9M +$1.23M +62,392 +5%
TF
18
TLWM Financial
Texas
$25.8M +$1.96M +99,220 +8%
Osaic Holdings
19
Osaic Holdings
Arizona
$25.7M +$2.11M +106,821 +9%
AIM
20
Anchor Investment Management
South Carolina
$24.1M +$292K +14,811 +1%
CAM
21
Clark Asset Management
New Hampshire
$23.3M +$3.71M +188,152 +19%
AUB
22
Atlantic Union Bankshares
Virginia
$23.3M +$1.45M +73,741 +7%
Stifel Financial
23
Stifel Financial
Missouri
$23.2M +$344K +17,446 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$22.6M +$1.08M +54,684 +5%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$22.1M -$8.76M -444,160 -28%