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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 %
VBFP
76
Valtinson Bruner Financial Planning
Minnesota
$463K +$10.7K +473 +2%
4FG
77
4Thought Financial Group
New York
$456K -$15.7K -690 -3%
GWM
78
Geneos Wealth Management
Colorado
$446K -$409K -18,010 -48%
AF
79
Allworth Financial
California
$426K
TWM
80
Topsail Wealth Management
North Carolina
$426K +$51.1K +2,250 +14%
QCIG
81
Quad-Cities Investment Group
Iowa
$420K +$8.7K +383 +2%
SI
82
Stephens Inc
Arkansas
$419K -$101K -4,440 -19%
NWAG
83
Net Worth Advisory Group
Utah
$403K +$83.3K +3,670 +26%
ACM
84
AlphaStar Capital Management
North Carolina
$391K +$14.2K +626 +4%
MML Investors Services
85
MML Investors Services
Massachusetts
$369K +$94.9K +4,176 +35%
OC
86
Oppenheimer & Co
New York
$358K +$35.1K +1,545 +11%
BW
87
BXM Wealth
Colorado
$354K +$354K +15,571 New
KOC
88
Koss-Olinger Consulting
Florida
$344K -$28.5K -1,256 -8%
Comerica Bank
89
Comerica Bank
Texas
$337K
IWP
90
Insight Wealth Partners
Texas
$320K +$20.5K +905 +7%
MOS
91
MGO One Seven
Ohio
$319K -$119K -5,237 -27%
WA
92
WESPAC Advisors
California
$314K
AWA
93
Arete Wealth Advisors
Illinois
$307K
HWM
94
Horizons Wealth Management
North Carolina
$303K +$125K +5,515 +70%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$270K +$270K +11,904 New
AIM
96
Anchor Investment Management
South Carolina
$256K +$227K +10,000 +775%
AUB
97
Atlantic Union Bankshares
Virginia
$249K +$22.7K +999 +10%
TCM
98
Tassel Capital Management
North Carolina
$238K +$16.7K +735 +8%
DAS
99
Dynamic Advisor Solutions
Arizona
$237K +$237K +10,437 New
CAL
100
Capital Analysts LLC
Pennsylvania
$232K +$3.63K +160 +2%