BSJR icon

Invesco BulletShares 2027 High Yield Corporate Bond ETF

168 hedge funds and large institutions have $555M invested in Invesco BulletShares 2027 High Yield Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
NB
76
Northwest Bancshares
Pennsylvania
$939K
KFI
77
Key Financial Inc
Pennsylvania
$910K
WWMP
78
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$887K
CCWP
79
Cedar Cove Wealth Partners
Minnesota
$814K
CIC
80
Carnegie Investment Counsel
Ohio
$806K
APA
81
Astoria Portfolio Advisors
New York
$746K
APW
82
Axim Planning & Wealth
Ohio
$729K
BA
83
Ballew Advisors
Mississippi
$707K
BW
84
BXM Wealth
Colorado
$697K
EWM
85
Empirical Wealth Management
Washington
$664K
SP
86
Stablepoint Partners
Massachusetts
$662K
MWP
87
Meriwether Wealth & Planning
Louisiana
$657K
NWAG
88
Net Worth Advisory Group
Utah
$628K
NRI
89
NFP Retirement Inc
California
$610K
VBFP
90
Valtinson Bruner Financial Planning
Minnesota
$610K
CA
91
Clearstead Advisors
Ohio
$608K
PAG
92
Private Advisory Group
Washington
$606K
ACM
93
AlphaStar Capital Management
North Carolina
$593K
HWM
94
HB Wealth Management
Georgia
$584K
AF
95
Allworth Financial
California
$582K
AFP
96
Ausdal Financial Partners
Iowa
$569K
GI
97
Gradient Investments
Minnesota
$553K
VWWMG
98
Vermillion & White Wealth Management Group
Pennsylvania
$532K
SPIA
99
Steward Partners Investment Advisory
New York
$529K
AUB
100
Atlantic Union Bankshares
Virginia
$526K