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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

123 hedge funds and large institutions have $265M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
72
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$13.7M
2
IF
2
Intrua Financial
Texas
$6.14M
3
LFG
3
Larson Financial Group
Missouri
$4.75M
4
LPL Financial
4
LPL Financial
California
$19.7M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$2.97M

Top Sellers

1
IAS
1
IMA Advisory Services
Colorado
$110K
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
BFWM
3
Bright Futures Wealth Management
New York
$2.21M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.33M
5
R
5
Rebalance
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.68M 119,482 +37,657 +46%
GGI
27
GPM Growth Investors
Michigan
$2.54M 113,461 +3,393 +3%
SIA
28
Summit Investment Advisors
Maryland
$2.4M 106,995 +87,713 +455%
Invesco
29
Invesco
Georgia
$2.33M 103,908 -3,461 -3%
HWM
30
Howard Wealth Management
Connecticut
$2.21M 98,636 – –
BFWM
31
Bright Futures Wealth Management
New York
$2.21M 99,664 -30,101 -23%
P
32
Paradiem
Louisiana
$2.19M 97,856 -9,655 -9%
Stifel Financial
33
Stifel Financial
Missouri
$2.18M 97,078 +4,822 +5%
ACM
34
Altrius Capital Management
North Carolina
$2.13M 95,186 +3,504 +4%
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$2.12M 94,438 -4,358 -4%
KCM
36
Kaye Capital Management
California
$1.95M 87,108 +87,108 New
HIP
37
HUB Investment Partners
Texas
$1.87M 83,290 +35,250 +73%
SEEDPG
38
S.E.E.D. Planning Group
New York
$1.67M 74,511 -2,818 -4%
ATS
39
Ashton Thomas Securities
New York
$1.64M 73,184 +4,094 +6%
PAG
40
Private Advisor Group
New Jersey
$1.57M 70,103 +28,699 +69%
SWM
41
Segment Wealth Management
Texas
$1.51M 67,330 +750 +1%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.48M 66,075 +3,432 +5%
OPS
43
Orion Portfolio Solutions
Nebraska
$1.48M 66,075 +3,432 +5%
Legacy Financial Group (Iowa)
44
Legacy Financial Group (Iowa)
Iowa
$1.47M 65,755 +2,308 +4%
NA
45
NewEdge Advisors
Louisiana
$1.44M 64,459 +5,320 +9%
EH
46
Equitable Holdings
New York
$1.37M 61,113 -3,966 -6%
GI
47
GAMMA Investing
California
$1.26M 56,036 +9,795 +21%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1.25M 55,563 +11,005 +25%
AFG
49
Atomi Financial Group
New York
$1.24M 55,220 +2,892 +6%
KAS
50
Kestra Advisory Services
Texas
$1.19M 53,192 +10,104 +23%
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