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Invesco BulletShares 2027 High Yield Corporate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$1.18M +$332K +14,804 +39%
SS
52
Sound Stewardship
Kansas
$1.15M +$28.7K +1,281 +3%
VPF
53
Vantage Point Financial
Illinois
$1.12M +$96.5K +4,307 +9%
APA
54
Astoria Portfolio Advisors
New York
$911K +$636K +28,597 +231%
GWM
55
Geneos Wealth Management
Colorado
$843K +$444K +19,835 +111%
NB
56
Northwest Bancshares
Pennsylvania
$831K +$577K +25,747 +227%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$787K +$110K +4,928 +16%
BCM
58
Brookstone Capital Management
Illinois
$782K +$23.5K +1,047 +3%
Brown Advisory
59
Brown Advisory
Maryland
$776K
EWM
60
Empirical Wealth Management
Washington
$713K +$12.1K +541 +2%
BA
61
Ballew Advisors
Mississippi
$693K +$368K +16,657 +113%
MWP
62
Meriwether Wealth & Planning
Louisiana
$641K +$278K +12,424 +77%
VWWMG
63
Vermillion & White Wealth Management Group
Pennsylvania
$637K +$637K +28,441 New
JWCA
64
J.W. Cole Advisors
Florida
$626K +$96.2K +4,292 +18%
KFI
65
Key Financial Inc
Pennsylvania
$574K +$62.7K +2,800 +12%
SI
66
Stephens Inc
Arkansas
$513K +$68.9K +3,076 +16%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$509K
CIC
68
Carnegie Investment Counsel
Ohio
$508K +$28K +1,275 +6%
AFA
69
AA Financial Advisors
Ohio
$507K -$71.8K -3,205 -12%
PAG
70
Private Advisory Group
Washington
$476K +$1.1K +49 +0.2%
4FG
71
4Thought Financial Group
New York
$465K +$5.71K +255 +1%
VBFP
72
Valtinson Bruner Financial Planning
Minnesota
$447K +$51.6K +2,304 +13%
MOS
73
MGO One Seven
Ohio
$432K +$161K +7,186 +59%
TPBG
74
Turning Point Benefit Group
Maryland
$428K +$428K +19,471 New
AF
75
Allworth Financial
California
$420K