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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
NA
51
NewEdge Advisors
Louisiana
$1.89M +$162K +7,198 +9%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.89M -$158K -6,994 -8%
P
53
Paradiem
Louisiana
$1.81M -$380K -16,847 -17%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1.76M -$158K -6,998 -8%
Mariner
55
Mariner
Kansas
$1.74M -$1.26M -55,752 -42%
SEEDPG
56
S.E.E.D. Planning Group
New York
$1.68M +$27K +1,199 +2%
Citadel Advisors
57
Citadel Advisors
Florida
$1.64M +$213K +9,449 +15%
LIA
58
LBMC Investment Advisors
Tennessee
$1.59M +$1.6M +71,054 New
Legacy Financial Group (Iowa)
59
Legacy Financial Group (Iowa)
Iowa
$1.56M -$6.76K -300 -0.4%
AI
60
Atria Investments
North Carolina
$1.49M -$1.55M -68,706 -51%
Lido Advisors
61
Lido Advisors
California
$1.47M +$64.2K +2,848 +5%
HIP
62
HUB Investment Partners
Texas
$1.45M -$466K -20,667 -24%
ACM
63
Altrius Capital Management
North Carolina
$1.45M -$121K -5,367 -8%
KA
64
Kovack Advisors
Florida
$1.41M +$210K +9,323 +17%
SWM
65
Segment Wealth Management
Texas
$1.4M -$61.9K -2,745 -4%
SS
66
Sound Stewardship
Kansas
$1.33M +$97.9K +4,344 +8%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.3M +$577K +25,581 +78%
MML Investors Services
68
MML Investors Services
Massachusetts
$1.22M -$175K -7,767 -12%
IWC
69
Integrated Wealth Concepts
Massachusetts
$1.2M -$1.38K -61 -0.1%
BCM
70
Brookstone Capital Management
Illinois
$1.11M +$120K +5,309 +12%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$1.09M +$40.8K +1,811 +4%
AFA
72
AA Financial Advisors
Ohio
$1.03M +$161K +7,137 +18%
HWAM
73
Hennion & Walsh Asset Management
New Jersey
$1.01M -$262K -11,634 -20%
VPF
74
Vantage Point Financial
Illinois
$978K -$13.5K -599 -1%
LWL
75
Leo Wealth LLC
Texas
$948K +$7.17K +318 +0.8%