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Invesco BulletShares 2027 High Yield Corporate Bond ETF

168 hedge funds and large institutions have $557M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

82% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 44

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

17% more capital invested

Capital invested by funds: $474M → $557M (+$82.7M)

8% more funds holding

Funds holding: 156168 (+12)

1.79% more ownership

Funds ownership: 66.16%67.95% (+1.8%)

Holders
168
Holders Change
+12
Holders Change %
+7.69%
% of All Funds
2.07%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
22
Increased
80
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
26
Matthew Goff Investment Advisor
Texas
$5.95M +$6.83M +303,170 New
OSNBOA
27
Old Second National Bank of Aurora
Illinois
$5.83M +$5.87M +260,609 New
CCG
28
Chatham Capital Group
Georgia
$5.66M +$5.5M +243,978 +2,741%
AWA
29
Ark Wealth Advisors
California
$5.25M +$433K +19,219 +9%
Ameriprise
30
Ameriprise
Minnesota
$4.4M +$495K +21,954 +13%
OIM
31
Oder Investment Management
California
$4.23M +$264K +11,701 +7%
HWM
32
Howard Wealth Management
Connecticut
$4.18M +$312K +13,838 +8%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$3.91M +$236K +10,450 +6%
PFS
34
Prospera Financial Services
Texas
$3.58M +$67K +2,974 +2%
RSA
35
River Street Advisors
Illinois
$3.17M +$3.2M +141,945 New
SCM
36
Sidoxia Capital Management
California
$3.15M +$3.17M +140,626 New
KAS
37
Kestra Advisory Services
Texas
$2.97M +$191K +8,457 +7%
PWSG
38
Pacific Wealth Strategies Group
California
$2.94M +$339K +15,055 +13%
GJIA
39
Glass Jacobson Investment Advisors
Maryland
$2.93M +$466K +20,687 +19%
FIA
40
Foundations Investment Advisors
Arizona
$2.88M +$1.48M +65,660 +104%
TRCT
41
Tower Research Capital (TRC)
New York
$2.76M -$288K -12,772 -9%
HWM
42
Horizons Wealth Management
North Carolina
$2.75M +$24.8K +1,099 +0.9%
IAA
43
Independent Advisor Alliance
North Carolina
$2.72M +$2.74M +121,646 New
Invesco
44
Invesco
Georgia
$2.5M -$154K -6,837 -6%
Stifel Financial
45
Stifel Financial
Missouri
$2.42M -$54K -2,395 -2%
BFWM
46
Bright Futures Wealth Management
New York
$2.41M +$23 +1 +0%
AFG
47
Atomi Financial Group
New York
$2.34M -$51.2K -2,269 -2%
Jane Street
48
Jane Street
New York
$2.19M -$1.45M -64,289 -40%
PAG
49
Private Advisor Group
New Jersey
$2.05M +$179K +7,954 +9%
IWA
50
Independent Wealth Advisors
North Carolina
$1.93M +$325K +14,401 +20%