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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
SC
276
Savant Capital
Illinois
$282K -$116K -5,959 -29%
BTD
277
BankPlus Trust Department
Mississippi
$281K +$280K +14,320 New
JWM
278
JPL Wealth Management
Colorado
$280K – – –
SAS
279
SMI Advisory Services
Indiana
$279K +$3.12K +160 +1%
HF
280
HRT Financial
New York
$279K +$279K +14,293 New
SWM
281
Schwallier Wealth Management
Michigan
$277K +$276K +14,153 New
RBWA
282
RFG - Bristol Wealth Advisors
Massachusetts
$274K +$273K +13,975 New
SFWC
283
Strategic Family Wealth Counselors
New Jersey
$271K +$270K +13,852 New
OC
284
Oppenheimer & Co
New York
$260K -$22.2K -1,137 -8%
LSIA
285
LaSalle St. Investment Advisors
Illinois
$260K +$259K +13,276 New
DC
286
Davenport & Co
Virginia
$258K – – –
PCP
287
Proficio Capital Partners
Massachusetts
$257K +$256K +13,114 New
BMM
288
Berkshire Money Management
Massachusetts
$255K – – –
WAOI
289
Wealth Advisors of Iowa
Iowa
$251K +$250K +12,817 New
SEIA
290
Signature Estate & Investment Advisors
California
$247K – – –
KWM
291
Kaydan Wealth Management
Michigan
$245K +$39 +2 +0%
WWA
292
WCG Wealth Advisors
Nevada
$236K -$17.6K -901 -7%
RWM
293
Rialto Wealth Management
New York
$233K -$11.8K -605 -5%
WEG
294
World Equity Group
Illinois
$222K -$99.2K -5,081 -31%
RCA
295
Resonant Capital Advisors
Wisconsin
$221K +$220K +11,259 New
SF
296
Seek First
California
$219K +$218K +11,179 New
WAP
297
Wealthcare Advisory Partners
Pennsylvania
$217K -$15.4K -790 -7%
BEI
298
Benjamin Edwards Inc
Missouri
$214K – – –
KV
299
Kickstand Ventures
New York
$214K +$214K +10,936 New
RGF
300
Retirement Guys Formula
Ohio
$211K – – –
10 11
12
13 14

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.