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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
MCP
1
Mirador Capital Partners
California
$48M +$17.5M +773,615 +57%
LPL Financial
2
LPL Financial
California
$42.1M +$9.37M +413,913 +29%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$31.7M +$13.7M +606,278 +76%
Morgan Stanley
4
Morgan Stanley
New York
$25.7M +$1.53M +67,675 +6%
Wells Fargo
5
Wells Fargo
California
$22.8M +$38K +1,680 +0.2%
LFG
6
Larson Financial Group
Missouri
$21.8M +$6.68M +294,837 +44%
Raymond James Financial
7
Raymond James Financial
Florida
$18.2M +$1.31M +57,877 +8%
UBS Group
8
UBS Group
Switzerland
$12.5M +$355K +15,668 +3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$10.3M +$222K +9,792 +2%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$10M +$191K +8,454 +2%
ATPW
11
Ashton Thomas Private Wealth
Arizona
$9.96M -$1.03M -45,669 -9%
PWM
12
Parkway Wealth Management
Texas
$8.95M +$8.96M +395,843 New
AA
13
Advisory Alpha
Michigan
$8.83M +$842K +37,184 +11%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.55M +$1.91M +84,241 +29%
IF
15
Ironwood Financial
Arizona
$8.39M -$167K -7,357 -2%
SIC
16
SFE Investment Counsel
California
$7.97M +$160K +7,088 +2%
RC
17
Rovin Capital
Arizona
$7.65M +$638K +28,196 +9%
IF
18
Intrua Financial
Texas
$7.18M +$144K +6,373 +2%
BAM
19
Banta Asset Management
California
$7.03M +$7.04M +310,920 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.65M +$792K +34,977 +13%
MWM
21
Modern Wealth Management
Kansas
$5.88M +$473K +20,900 +9%
CFO
22
Collective Family Office
Pennsylvania
$5.46M +$590K +26,048 +12%
AWA
23
Ark Wealth Advisors
California
$4.87M +$4.88M +215,477 New
Bank of America
24
Bank of America
North Carolina
$4.86M +$1.32M +58,457 +37%
OIM
25
Oder Investment Management
California
$4.01M +$280K +12,382 +8%