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Invesco BulletShares 2027 High Yield Corporate Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
ATPW
Ashton Thomas Private Wealth
Arizona
$10.4M
2
MWM
Modern Wealth Management
Kansas
$5.07M
3
LPL Financial
LPL Financial
California
$24.7M
4
CFO
Collective Family Office
Pennsylvania
$4.6M
5
LFG
Larson Financial Group
Missouri
$8.8M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$7.85M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.86M
4
GI
GAMMA Investing
California
$209K
5
Osaic Holdings
Osaic Holdings
Arizona
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$24.7M +$4.79M +211,112 +24%
Morgan Stanley
2
Morgan Stanley
New York
$23.4M +$1.67M +73,371 +8%
Wells Fargo
3
Wells Fargo
California
$21.1M -$284K -12,489 -1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$17.2M +$347K +15,273 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$15.1M +$1.18M +52,175 +9%
ATPW
6
Ashton Thomas Private Wealth
Arizona
$10.4M +$7.37M +324,494 +245%
LFG
7
Larson Financial Group
Missouri
$8.8M +$3.99M +175,546 +83%
IF
8
Ironwood Financial
Arizona
$8.02M – – –
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$7.85M -$2.67M -117,581 -25%
UBS Group
10
UBS Group
Switzerland
$7.83M +$1.89M +83,266 +32%
AA
11
Advisory Alpha
Michigan
$7.61M +$1.03M +45,254 +16%
SIC
12
SFE Investment Counsel
California
$7.6M +$76.9K +3,387 +1%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$7.55M -$193K -8,483 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.52M +$91.1K +4,014 +1%
IF
15
Intrua Financial
Texas
$6.58M +$358K +15,774 +6%
RC
16
Rovin Capital
Arizona
$6.44M +$171K +7,526 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.42M +$868K +38,226 +19%
KCM
18
Kaye Capital Management
California
$5.07M +$3.09M +136,239 +156%
MWM
19
Modern Wealth Management
Kansas
$5.07M +$5.07M +223,347 New
CFO
20
Collective Family Office
Pennsylvania
$4.6M +$4.6M +202,448 New
OIM
21
Oder Investment Management
California
$3.51M +$298K +13,143 +9%
Ameriprise
22
Ameriprise
Minnesota
$3.48M +$282K +12,420 +9%
EW
23
Evexia Wealth
Wisconsin
$3.37M +$3.37M +148,242 New
Jones Financial Companies
24
Jones Financial Companies
Missouri
$3.2M -$155K -6,821 -5%
PFS
25
Prospera Financial Services
Texas
$3.18M +$66.6K +2,932 +2%
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