BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF

346 hedge funds and large institutions have $3.25B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 187 increasing their positions, 83 reducing their positions, and 18 closing their positions.

Holders
346
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.65%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
26
Increased
187
Reduced
83
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$974M 49,557,795 +20,413,246 +70%
LWANC
2
Laurel Wealth Advisors (North Carolina)
North Carolina
$262M 5,142,382 +4,887,079 +1,914%
Morgan Stanley
3
Morgan Stanley
New York
$175M 8,882,353 +234,329 +3%
Wells Fargo
4
Wells Fargo
California
$122M 6,224,885 +287,291 +5%
LPL Financial
5
LPL Financial
California
$103M 5,250,884 +221,627 +4%
Bank of America
6
Bank of America
North Carolina
$94.6M 4,815,374 +58,937 +1%
UBS Group
7
UBS Group
Switzerland
$78.6M 4,000,991 +393,716 +11%
Raymond James Financial
8
Raymond James Financial
Florida
$71.7M 3,650,888 -244,284 -6%
Invesco
9
Invesco
Georgia
$58.6M 2,984,509 +364,173 +14%
CA
10
Clearstead Advisors
Ohio
$54.6M 2,777,610 +80,308 +3%
AWM
11
Avior Wealth Management
Nebraska
$47.7M 2,426,509 +5,470 +0.2%
HBT
12
Hills Bank & Trust
Iowa
$47.5M 2,415,100 +6,055 +0.3%
MCM
13
MAI Capital Management
Ohio
$47.4M 2,410,055 +122,576 +5%
SFG
14
SNS Financial Group
Minnesota
$32.9M 1,675,353 +90,014 +6%
RMDI
15
R.M. Davis Inc
Maine
$31.8M 1,617,265 +50,769 +3%
BCM
16
Brookstone Capital Management
Illinois
$28.5M 1,452,466 -78,981 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27.9M 1,419,533 +61,871 +5%
MML Investors Services
18
MML Investors Services
Massachusetts
$25.5M 1,298,090 +152,213 +13%
TF
19
TLWM Financial
Texas
$22.8M 1,159,357 +11,596 +1%
AIM
20
Anchor Investment Management
South Carolina
$21.3M 1,086,314 +40,111 +4%
MA
21
MONECO Advisors
Connecticut
$21.3M 1,085,086 +146,322 +16%
Stifel Financial
22
Stifel Financial
Missouri
$20.8M 1,060,598 +70,192 +7%
Ameriprise
23
Ameriprise
Minnesota
$18.6M 949,611 +179 +0%
4WM
24
49 Wealth Management
Texas
$18.6M 944,028 -123,578 -12%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$18.2M 923,717 +121,303 +15%