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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
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
IWA
52
Independent Wealth Advisors
North Carolina
$1.62M
ACM
53
Altrius Capital Management
North Carolina
$1.58M
Legacy Financial Group (Iowa)
54
Legacy Financial Group (Iowa)
Iowa
$1.58M
SWM
55
Segment Wealth Management
Texas
$1.47M
Citadel Advisors
56
Citadel Advisors
Florida
$1.45M
FIA
57
Foundations Investment Advisors
Arizona
$1.43M
Lido Advisors
58
Lido Advisors
California
$1.42M
MML Investors Services
59
MML Investors Services
Massachusetts
$1.41M
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$1.33M
HWAM
61
Hennion & Walsh Asset Management
New Jersey
$1.29M
SS
62
Sound Stewardship
Kansas
$1.25M
KA
63
Kovack Advisors
Florida
$1.21M
IWC
64
Integrated Wealth Concepts
Massachusetts
$1.21M
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$1.06M
SPIA
66
Steward Partners Investment Advisory
New York
$1M
BCM
67
Brookstone Capital Management
Illinois
$1M
VPF
68
Vantage Point Financial
Illinois
$1M
NB
69
Northwest Bancshares
Pennsylvania
$957K
LWL
70
Leo Wealth LLC
Texas
$951K
Brown Advisory
71
Brown Advisory
Maryland
$926K
CCWP
72
Cedar Cove Wealth Partners
Minnesota
$913K
CIC
73
Carnegie Investment Counsel
Ohio
$907K
AFA
74
AA Financial Advisors
Ohio
$882K
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$862K