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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

133 hedge funds and large institutions have $307M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
67
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ATPW
Ashton Thomas Private Wealth
Arizona
$10.4M
2
MWM
Modern Wealth Management
Kansas
$5.07M
3
LPL Financial
LPL Financial
California
$24.7M
4
CFO
Collective Family Office
Pennsylvania
$4.6M
5
LFG
Larson Financial Group
Missouri
$8.8M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$7.85M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.86M
4
GI
GAMMA Investing
California
$209K
5
Osaic Holdings
Osaic Holdings
Arizona
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
26
Tyler-Stone Wealth Management
Ohio
$3.16M +$337K +14,852 +12%
Bank of America
27
Bank of America
North Carolina
$3.11M +$305K +13,432 +11%
Invesco
28
Invesco
Georgia
$3.04M +$682K +30,022 +29%
GGI
29
GPM Growth Investors
Michigan
$2.78M +$204K +8,990 +8%
SIA
30
Summit Investment Advisors
Maryland
$2.6M +$170K +7,483 +7%
SIAS
31
Summit Investment Advisory Services
Minnesota
$2.49M +$2.49M +109,801 New
Stifel Financial
32
Stifel Financial
Missouri
$2.33M +$122K +5,363 +6%
HWM
33
Howard Wealth Management
Connecticut
$2.26M +$18.7K +823 +0.8%
P
34
Paradiem
Louisiana
$2.22M -$204 -9 -0%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$2.12M +$863K +37,990 +68%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$2.08M -$63.5K -2,796 -3%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.98M -$704K -31,366 -26%
HIP
38
HUB Investment Partners
Texas
$1.93M +$42.2K +1,858 +2%
ACM
39
Altrius Capital Management
North Carolina
$1.89M -$273K -12,036 -13%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.86M -$1.71M -75,318 -48%
PAG
41
Private Advisor Group
New Jersey
$1.8M +$213K +9,361 +13%
SEEDPG
42
S.E.E.D. Planning Group
New York
$1.76M +$68.4K +3,013 +4%
ATS
43
Ashton Thomas Securities
New York
$1.66M +$295 +13 +0%
AFG
44
Atomi Financial Group
New York
$1.6M +$346K +15,219 +28%
BCI
45
Brinker Capital Investments
Pennsylvania
$1.56M +$64.2K +2,829 +4%
Legacy Financial Group (Iowa)
46
Legacy Financial Group (Iowa)
Iowa
$1.53M +$40.8K +1,797 +3%
SWM
47
Segment Wealth Management
Texas
$1.5M -$26.3K -1,160 -2%
NA
48
NewEdge Advisors
Louisiana
$1.4M -$65.8K -2,897 -4%
PWSG
49
Pacific Wealth Strategies Group
California
$1.38M +$1.13M +49,925 +446%
FIA
50
Foundations Investment Advisors
Arizona
$1.38M +$1.1M +48,488 +391%
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