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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
EH
76
Equitable Holdings
New York
$777K -$218K -9,650 -22%
WWMP
77
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$773K +$773K +34,161 New
KFI
78
Key Financial Inc
Pennsylvania
$764K +$24.9K +1,100 +3%
JWCA
79
J.W. Cole Advisors
Florida
$755K +$30.3K +1,337 +4%
EWM
80
Empirical Wealth Management
Washington
$755K +$10.4K +460 +1%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$749K +$750K +33,117 New
APA
82
Astoria Portfolio Advisors
New York
$749K +$51.1K +2,258 +7%
APW
83
Axim Planning & Wealth
Ohio
$746K +$96K +4,242 +15%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$738K +$277K +12,247 +60%
BA
85
Ballew Advisors
Mississippi
$711K
CA
86
Clearstead Advisors
Ohio
$677K +$678K +29,933 New
MWP
87
Meriwether Wealth & Planning
Louisiana
$670K +$657 +29 +0.1%
GI
88
Gradient Investments
Minnesota
$631K +$632K +27,917 New
BW
89
BXM Wealth
Colorado
$630K +$254K +11,205 +67%
NWAG
90
Net Worth Advisory Group
Utah
$607K +$252K +11,112 +71%
HWM
91
HB Wealth Management
Georgia
$591K +$592K +26,128 New
AUB
92
Atlantic Union Bankshares
Virginia
$578K +$49.8K +2,200 +9%
PAG
93
Private Advisory Group
Washington
$568K -$12.4K -549 -2%
VBFP
94
Valtinson Bruner Financial Planning
Minnesota
$566K +$64K +2,826 +13%
NRI
95
NFP Retirement Inc
California
$557K +$49.2K +2,171 +10%
VWWMG
96
Vermillion & White Wealth Management Group
Pennsylvania
$538K +$72.2K +3,190 +16%
ACM
97
AlphaStar Capital Management
North Carolina
$512K +$114K +5,051 +29%
CCM
98
Cloud Capital Management
Washington
$508K +$509K +22,466 New
QCIG
99
Quad-Cities Investment Group
Iowa
$506K +$76.1K +3,362 +18%
MOS
100
MGO One Seven
Ohio
$488K +$74.3K +3,283 +18%