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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
TWM
101
Topsail Wealth Management
North Carolina
$460K +$33.6K +1,485 +8%
FFA
102
Farther Finance Advisors
California
$456K +$143K +6,333 +46%
4FG
103
4Thought Financial Group
New York
$443K -$10.1K -447 -2%
AIM
104
Anchor Investment Management
South Carolina
$429K +$129K +5,700 +43%
GWM
105
Geneos Wealth Management
Colorado
$424K -$27.2K -1,200 -6%
AF
106
Allworth Financial
California
$424K
IFG
107
Independent Financial Group
California
$419K +$79.2K +3,497 +23%
BPA
108
Beacon Pointe Advisors
California
$412K +$413K +18,229 New
OC
109
Oppenheimer & Co
New York
$406K +$56.3K +2,486 +16%
KOC
110
Koss-Olinger Consulting
Florida
$406K +$63.3K +2,796 +18%
DAS
111
Dynamic Advisor Solutions
Arizona
$336K +$6.79K +300 +2%
Comerica Bank
112
Comerica Bank
Texas
$336K
GGI
113
GPM Growth Investors
Michigan
$321K -$2.4M -106,048 -88%
AWA
114
Arete Wealth Advisors
Illinois
$305K
WA
115
WESPAC Advisors
California
$283K -$32.6K -1,439 -10%
VA
116
VestGen Advisors
Illinois
$282K -$329K -14,515 -54%
EW
117
Evexia Wealth
Wisconsin
$280K -$3.25M -143,388 -92%
IWP
118
Insight Wealth Partners
Texas
$248K -$70.2K -3,101 -22%
TCM
119
Tassel Capital Management
North Carolina
$248K +$3.56K +157 +1%
AFP
120
Ausdal Financial Partners
Iowa
$246K +$247K +10,896 New
AWA
121
Alaska Wealth Advisors
Alaska
$245K +$3.58K +158 +1%
WQ
122
Wealth Quarterback
New Jersey
$231K +$231K +10,219 New
Creative Planning
123
Creative Planning
Kansas
$215K +$215K +9,514 New
HI
124
Harbour Investments
Wisconsin
$211K +$54.8K +2,422 +35%
CAL
125
Capital Analysts LLC
Pennsylvania
$208K -$23.8K -1,051 -10%