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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

348 hedge funds and large institutions have $2.59B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 199 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 66

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

39% more capital invested

Capital invested by funds: $1.87B → $2.59B (+$723M)

32% more funds holding in top 10

Funds holding in top 10: 19 → 25 (+6)

5% more funds holding

Funds holding: 330 → 348 (+18)

3.75% more ownership

Funds ownership: 76.54% → 80.28% (+3.7%)

Holders
348
Holders Change
+18
Holders Change %
+5.45%
% of All Funds
4.67%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.34%
New
39
Increased
199
Reduced
66
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$559M
2
Renaissance Technologies
Renaissance Technologies
New York
+$17.9M
3
Bank of America
Bank of America
North Carolina
+$16.2M
4
LPL Financial
LPL Financial
California
+$10.4M
5
CVA
Central Valley Advisors
California
+$8.35M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$18.1M
2
IAS
IMA Advisory Services
Colorado
-$12M
3
MF
Manchester Financial
California
-$10.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
251
IMA Advisory Services
Colorado
$391K -$12M -613,313 -97%
FLP
252
Financial Life Planners
Arizona
$381K +$3.9K +200 +1%
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$380K +$294K +15,084 +349%
NSG
254
Nalls Sherbakoff Group
Tennessee
$380K +$378K +19,380 New
IFG
255
Independent Financial Group
California
$376K +$31.2K +1,598 +9%
FCI
256
Financial Counselors Inc
Kansas
$371K – – –
UCFA
257
United Capital Financial Advisors
Texas
$371K -$98.6K -5,050 -21%
VCA
258
Verdence Capital Advisors
Maryland
$369K +$29.6K +1,516 +9%
RWP
259
Revolve Wealth Partners
New Jersey
$366K – – –
FHA
260
First Horizon Advisors
Tennessee
$360K -$56K -2,870 -14%
RIG
261
Ramiah Investment Group
Wisconsin
$348K -$105K -5,387 -23%
VA
262
Valmark Advisers
Ohio
$342K +$61.2K +3,136 +22%
ASN
263
Advisory Services Network
Georgia
$337K +$5.27K +270 +2%
DA
264
Dover Advisors
Virginia
$331K – – –
RW
265
RVW Wealth
California
$326K – – –
EA
266
Everpar Advisors
Oklahoma
$323K +$57.2K +2,928 +22%
LFG
267
Larson Financial Group
Missouri
$323K +$62.5K +3,201 +24%
LWMM
268
Legacy Wealth Management (Mississippi)
Mississippi
$322K +$321K +16,423 New
AA
269
Ancora Advisors
Ohio
$321K +$101K +5,150 +46%
NWAG
270
Net Worth Advisory Group
Utah
$314K +$33K +1,690 +12%
WA
271
WESPAC Advisors
California
$314K – – –
CWM
272
Cordatus Wealth Management
Pennsylvania
$313K +$312K +15,991 New
BFA
273
Brown Financial Advisory
Alabama
$301K +$300K +15,372 New
LWM
274
LongView Wealth Management
Georgia
$298K – – –
FA
275
FC Advisory
Pennsylvania
$294K +$22.7K +1,165 +8%
9 10
11
12 13

BSCR Hedge Fund Activity: Q1 2025 in Review

348 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2025, worth a combined $2.59B — up 39% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BSCR positions and 17 closed out — a net gain of 22 holders — while 199 added to existing stakes and 66 trimmed.

The largest buyer was Lido Advisors, adding an estimated $559M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $18.1M sold.

  • 348 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2025, up from 330 in Q4 2024.
  • Funds reported $2.59B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2025, up 39% quarter-over-quarter.
  • 39 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2025 and 17 closed out, a net change of +22 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2025 was Lido Advisors, an estimated $559M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2025.