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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
VAMG
126
Voisard Asset Management Group
Michigan
$207K +$207K +9,134 New
CCG
127
Chatham Capital Group
Georgia
$201K +$202K +8,900 New
NSG
128
Nalls Sherbakoff Group
Tennessee
$194K -$30.7K -1,357 -14%
WOSD
129
WFA of San Diego
California
$186K -$82.2K -3,629 -31%
KFAS
130
Keating Financial Advisory Services
Kansas
$175K +$175K +7,746 New
ATS
131
Ashton Thomas Securities
New York
$175K -$1.48M -65,194 -89%
APCM
132
Alaska Permanent Capital Management
Alaska
$121K +$1.74K +77 +1%
PTC
133
Private Trust Company
Ohio
$117K -$611 -27 -0.5%
HFS
134
Horizon Financial Services
North Carolina
$110K +$81.8K +3,611 +285%
IA
135
IFP Advisors
Florida
$102K
AF
136
Alerus Financial
North Dakota
$63.1K
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$55.6K +$25K +1,103 +81%
CA
138
CoreCap Advisors
Michigan
$51.8K -$31.7K -1,400 -38%
RWM
139
Rialto Wealth Management
New York
$50K
CI
140
CX Institutional
Indiana
$49K +$906 +40 +2%
ADL
141
Asset Dedication LLC
California
$45K
RMP
142
Richards, Merrill & Peterson
Washington
$42.6K
IAS
143
IMA Advisory Services
Colorado
$41.8K
Fidelity Investments
144
Fidelity Investments
Massachusetts
$39.4K +$37.4K +1,651 +1,834%
ACA
145
Aptus Capital Advisors
Alabama
$34.6K -$498 -22 -1%
WWM
146
Wolff Wiese Magana
California
$32.7K +$10.1K +445 +45%
IW
147
Imprint Wealth
South Carolina
$31.6K +$31.7K +1,398 New
BlackRock
148
BlackRock
New York
$26.1K
GI
149
GAMMA Investing
California
$25.8K +$10.5K +462 +68%
BCPWM
150
Bradley & Co Private Wealth Management
Florida
$15.2K