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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
Brown Advisory
76
Brown Advisory
Maryland
$940K +$24.9K +1,103 +3%
NB
77
Northwest Bancshares
Pennsylvania
$939K -$7.1K -315 -0.7%
KFI
78
Key Financial Inc
Pennsylvania
$910K +$156K +6,921 +20%
WWMP
79
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$887K +$124K +5,515 +16%
CCWP
80
Cedar Cove Wealth Partners
Minnesota
$814K -$89.2K -3,957 -10%
CIC
81
Carnegie Investment Counsel
Ohio
$806K -$92.4K -4,100 -10%
APA
82
Astoria Portfolio Advisors
New York
$746K -$406 -18 -0.1%
APW
83
Axim Planning & Wealth
Ohio
$729K -$8.9K -395 -1%
BA
84
Ballew Advisors
Mississippi
$707K
BW
85
BXM Wealth
Colorado
$697K +$74.7K +3,315 +12%
EWM
86
Empirical Wealth Management
Washington
$664K -$83.5K -3,705 -11%
SP
87
Stablepoint Partners
Massachusetts
$662K +$668K +29,618 New
MWP
88
Meriwether Wealth & Planning
Louisiana
$657K -$5.3K -235 -0.8%
NWAG
89
Net Worth Advisory Group
Utah
$628K +$27.4K +1,216 +5%
NRI
90
NFP Retirement Inc
California
$610K +$59.4K +2,633 +11%
VBFP
91
Valtinson Bruner Financial Planning
Minnesota
$610K +$50.8K +2,252 +9%
CA
92
Clearstead Advisors
Ohio
$608K -$61.7K -2,737 -9%
PAG
93
Private Advisory Group
Washington
$606K +$44.6K +1,978 +8%
ACM
94
AlphaStar Capital Management
North Carolina
$593K +$88K +3,904 +17%
HWM
95
HB Wealth Management
Georgia
$584K -$225 -10 -0%
AF
96
Allworth Financial
California
$582K +$163K +7,250 +39%
AFP
97
Ausdal Financial Partners
Iowa
$569K +$328K +14,568 +134%
GI
98
Gradient Investments
Minnesota
$553K -$72.3K -3,207 -11%
VWWMG
99
Vermillion & White Wealth Management Group
Pennsylvania
$532K +$1.62K +72 +0.3%
SPIA
100
Steward Partners Investment Advisory
New York
$529K -$468K -20,743 -47%