BSJR icon

Invesco BulletShares 2027 High Yield Corporate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EH
51
Equitable Holdings
New York
$1.36M -$26.5K -1,165 -2%
KAS
52
Kestra Advisory Services
Texas
$1.24M +$36.7K +1,617 +3%
GJIA
53
Glass Jacobson Investment Advisors
Maryland
$1.21M +$697K +30,688 +135%
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.19M -$14.8K -652 -1%
SS
55
Sound Stewardship
Kansas
$1.16M -$1.84K -81 -0.2%
VPF
56
Vantage Point Financial
Illinois
$1.13M -$8.15K -359 -0.7%
NB
57
Northwest Bancshares
Pennsylvania
$892K +$49.7K +2,189 +6%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$802K +$2.03K +89 +0.3%
Brown Advisory
59
Brown Advisory
Maryland
$786K
EWM
60
Empirical Wealth Management
Washington
$743K +$19.9K +878 +3%
TPBG
61
Turning Point Benefit Group
Maryland
$726K +$284K +12,526 +64%
BA
62
Ballew Advisors
Mississippi
$715K
APA
63
Astoria Portfolio Advisors
New York
$711K -$217K -9,574 -23%
BCM
64
Brookstone Capital Management
Illinois
$703K -$89.7K -3,950 -11%
MWP
65
Meriwether Wealth & Planning
Louisiana
$668K +$19.1K +840 +3%
KFI
66
Key Financial Inc
Pennsylvania
$667K +$85.1K +3,750 +15%
JWCA
67
J.W. Cole Advisors
Florida
$639K +$4.18K +184 +0.7%
SPIA
68
Steward Partners Investment Advisory
New York
$638K +$634K +27,925 +14,854%
AFA
69
AA Financial Advisors
Ohio
$581K +$66.7K +2,939 +13%
CIC
70
Carnegie Investment Counsel
Ohio
$577K +$51.1K +2,250 +10%
LWL
71
Leo Wealth LLC
Texas
$527K +$527K +23,216 New
VA
72
VestGen Advisors
Illinois
$520K +$171K +7,535 +49%
NRI
73
NFP Retirement Inc
California
$491K +$81.9K +3,605 +20%
PAG
74
Private Advisory Group
Washington
$485K +$2.61K +115 +0.5%
VWWMG
75
Vermillion & White Wealth Management Group
Pennsylvania
$466K -$179K -7,904 -28%