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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
SWM
301
SigFig Wealth Management
California
$208K +$3.57K +183 +2%
US Bancorp
302
US Bancorp
Minnesota
$203K +$11.7K +600 +6%
FA
303
Fountainhead AM
New Jersey
$202K -$16.3K -833 -7%
FFG
304
Foundry Financial Group
New Hampshire
$199K – – –
LWL
305
Leo Wealth LLC
Texas
$199K -$55.7K -2,854 -22%
MFC
306
Morris Financial Concepts
South Carolina
$198K – – –
FCM
307
Fourpath Capital Management
Oklahoma
$198K +$197K +10,116 New
Vontobel Holding
308
Vontobel Holding
Switzerland
$196K +$195K +10,000 New
CSP
309
Cary Street Partners
Virginia
$192K – – –
PWA
310
Provenance Wealth Advisors
Florida
$192K -$537K -27,503 -74%
PTC
311
Private Trust Company
Ohio
$150K – – –
AAG
312
Armstrong Advisory Group
Massachusetts
$145K – – –
PB
313
Pinnacle Bancorp
Nebraska
$136K – – –
IA
314
IFP Advisors
Florida
$132K +$351 +18 +0.3%
UCB
315
United Community Bank
South Carolina
$108K – – –
CIAS
316
Capital Investment Advisory Services
North Carolina
$103K +$58.6K +3,000 +132%
SIC
317
SJS Investment Consulting
Ohio
$94.9K – – –
GI
318
GS Investments
Minnesota
$85.7K – – –
CIAS
319
CBIZ Investment Advisory Services
Ohio
$80.1K +$820 +42 +1%
AF
320
Advisornet Financial
Minnesota
$79.6K – – –
MAM
321
Marquette Asset Management
Minnesota
$77.6K – – –
SVWA
322
Sarver Vrooman Wealth Advisors
Missouri
$62.9K +$62.7K +3,212 New
WF
323
Wayfinding Financial
Washington
$60K +$59.8K +3,064 New
TWM
324
Topsail Wealth Management
North Carolina
$59.5K – – –
CSPIA
325
Cary Street Partners Investment Advisory
Virginia
$59.2K – – –
11 12
13
14 15

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.