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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
SEEDPG
51
S.E.E.D. Planning Group
New York
$1.68M -$152K -6,723 -8%
IWA
52
Independent Wealth Advisors
North Carolina
$1.62M +$1.63M +71,787 New
ACM
53
Altrius Capital Management
North Carolina
$1.58M -$99.7K -4,405 -6%
Legacy Financial Group (Iowa)
54
Legacy Financial Group (Iowa)
Iowa
$1.58M +$130K +5,729 +9%
SWM
55
Segment Wealth Management
Texas
$1.47M -$2.83K -125 -0.2%
Citadel Advisors
56
Citadel Advisors
Florida
$1.45M +$1.06M +46,798 +271%
FIA
57
Foundations Investment Advisors
Arizona
$1.43M -$11.1K -492 -0.8%
Lido Advisors
58
Lido Advisors
California
$1.42M +$1.42M +62,812 New
MML Investors Services
59
MML Investors Services
Massachusetts
$1.41M +$1.04M +45,724 +272%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$1.33M +$1.33M +58,618 New
HWAM
61
Hennion & Walsh Asset Management
New Jersey
$1.29M -$387K -17,087 -23%
SS
62
Sound Stewardship
Kansas
$1.25M +$47.2K +2,083 +4%
KA
63
Kovack Advisors
Florida
$1.21M +$1.22M +53,667 New
IWC
64
Integrated Wealth Concepts
Massachusetts
$1.21M +$23.9K +1,056 +2%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$1.06M +$207K +9,121 +24%
SPIA
66
Steward Partners Investment Advisory
New York
$1M -$226K -9,996 -18%
BCM
67
Brookstone Capital Management
Illinois
$1M +$176K +7,776 +21%
VPF
68
Vantage Point Financial
Illinois
$1M -$29.9K -1,321 -3%
NB
69
Northwest Bancshares
Pennsylvania
$957K
LWL
70
Leo Wealth LLC
Texas
$951K +$952K +42,067 New
Brown Advisory
71
Brown Advisory
Maryland
$926K
CCWP
72
Cedar Cove Wealth Partners
Minnesota
$913K +$914K +40,366 New
CIC
73
Carnegie Investment Counsel
Ohio
$907K +$155K +6,825 +20%
AFA
74
AA Financial Advisors
Ohio
$882K +$302K +13,347 +52%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$862K +$82.2K +3,631 +11%