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Invesco BulletShares 2027 Corporate Bond ETF

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: 1925 (+6)

5% more funds holding

Funds holding: 330348 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
326
Optimum Investment Advisors
Illinois
$58.8K +$39K +2,000 +200%
CT
327
Caldwell Trust
Florida
$44K
WBC
328
West Branch Capital
Massachusetts
$39.2K
WSFS
329
Wilmington Savings Fund Society
Delaware
$31.6K
AIP
330
Ameritas Investment Partners
Nebraska
$30.1K -$22.7K -1,164 -43%
GIA
331
GHP Investment Advisors
Colorado
$29.9K +$29.8K +1,525 New
DCM
332
Davis Capital Management
Florida
$29.2K -$2.64K -135 -8%
HPC
333
HM Payson & Co
Maine
$27.6K +$25.1K +1,285 +1,020%
HIMS
334
Hager Investment Management Services
New Hampshire
$26.6K +$26.5K +1,357 New
HIA
335
Harbor Investment Advisory
Maryland
$26.4K +$26.4K +1,350 New
Fidelity Investments
336
Fidelity Investments
Massachusetts
$23.4K -$31.9K -1,634 -58%
ST
337
Smithfield Trust
Pennsylvania
$21K -$1.21K -62 -5%
AP
338
Aspect Partners
Virginia
$20.1K
PA
339
Parallel Advisors
California
$19.5K
WIM
340
Westside Investment Management
California
$15.4K -$99.9K -5,116 -87%
SIS
341
Sound Income Strategies
Florida
$12.2K +$12.2K +624 New
DPW
342
DiNuzzo Private Wealth
Pennsylvania
$10.9K
RPA
343
Redwood Park Advisors
California
$10.2K
NWMP
344
Noble Wealth Management PBC
Colorado
$9.79K
FFA
345
Farther Finance Advisors
California
$9.79K +$9.76K +500 New
T
346
Transce3nd
Texas
$8.66K
AWM
347
AE Wealth Management
Kansas
$6.13K -$20.8K -1,067 -77%
FPB
348
First PREMIER Bank
South Dakota
$4K
SAM
349
Smartleaf Asset Management
Massachusetts
$1.91K +$1.89K +97 New
IAA
350
Independent Advisor Alliance
North Carolina
-$18.1M -929,329 Closed

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.