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Invesco BulletShares 2027 High Yield Corporate Bond ETF

156 hedge funds and large institutions have $474M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

173% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 30

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

25% more capital invested

Capital invested by funds: $378M → $474M (+$96M)

11% more funds holding

Funds holding: 140156 (+16)

4.08% more ownership

Funds ownership: 62.07%66.16% (+4.1%)

Holders
156
Holders Change
+16
Holders Change %
+11.43%
% of All Funds
1.9%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
25
Increased
82
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.96M +$373K +16,468 +10%
HWM
27
Howard Wealth Management
Connecticut
$3.91M +$1.19M +52,467 +44%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$3.75M +$359K +15,874 +11%
Jane Street
29
Jane Street
New York
$3.67M +$3.67M +162,293 New
PFS
30
Prospera Financial Services
Texas
$3.55M +$298K +13,165 +9%
OMC
31
Old Mission Capital
Illinois
$3.36M +$2.77M +122,394 +471%
TRCT
32
Tower Research Capital (TRC)
New York
$3.08M +$177K +7,822 +6%
AI
33
Atria Investments
North Carolina
$3.06M +$421K +18,574 +16%
Mariner
34
Mariner
Kansas
$3.02M +$381K +16,833 +14%
KAS
35
Kestra Advisory Services
Texas
$2.82M +$1.55M +68,488 +122%
HWM
36
Horizons Wealth Management
North Carolina
$2.76M +$857K +37,849 +45%
Invesco
37
Invesco
Georgia
$2.68M -$263K -11,596 -9%
PWSG
38
Pacific Wealth Strategies Group
California
$2.63M +$1.06M +46,864 +68%
Stifel Financial
39
Stifel Financial
Missouri
$2.5M +$124K +5,492 +5%
GJIA
40
Glass Jacobson Investment Advisors
Maryland
$2.5M +$711K +31,381 +40%
BFWM
41
Bright Futures Wealth Management
New York
$2.44M +$99.1K +4,376 +4%
AFG
42
Atomi Financial Group
New York
$2.42M +$375K +16,542 +18%
P
43
Paradiem
Louisiana
$2.21M
AWM
44
Accurate Wealth Management
Florida
$2.19M +$1.85M +81,534 +545%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2.07M -$22.1K -976 -1%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1.94M -$210K -9,292 -10%
HIP
47
HUB Investment Partners
Texas
$1.93M -$21.3K -942 -1%
PAG
48
Private Advisor Group
New Jersey
$1.89M +$106K +4,678 +6%
NA
49
NewEdge Advisors
Louisiana
$1.75M +$64.7K +2,856 +4%
BCI
50
Brinker Capital Investments
Pennsylvania
$1.73M -$3.85K -170 -0.2%