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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
MA
26
MONECO Advisors
Connecticut
$18.4M +$5.32M +272,243 +41%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$17M -$2.97M -152,246 -15%
Legacy Financial Group (Iowa)
28
Legacy Financial Group (Iowa)
Iowa
$16.8M +$39.1K +2,001 +0.2%
AUB
29
Atlantic Union Bankshares
Virginia
$16.5M +$3.61M +184,746 +28%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$15.7M +$6.69M +342,737 +75%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$15.2M -$2.51M -128,562 -14%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$14.8M +$615K +31,514 +4%
ADL
33
Asset Dedication LLC
California
$14.4M +$558K +28,576 +4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$13.3M +$3.03M +155,071 +30%
CWM
35
Cornerstone Wealth Management
Missouri
$13.3M +$1.24M +63,381 +10%
KMC
36
Kirr Marbach & Co
Indiana
$12.9M +$307K +15,733 +2%
NA
37
NewEdge Advisors
Louisiana
$12M +$1.73M +88,851 +17%
CAM
38
Clark Asset Management
New Hampshire
$11.9M +$1.17M +59,930 +11%
HIP
39
HUB Investment Partners
Texas
$11.7M +$4.81M +246,475 +70%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$11.4M +$1.72M +88,001 +18%
AFA
41
AA Financial Advisors
Ohio
$11.1M +$1.77M +90,609 +19%
IF
42
Ironwood Financial
Arizona
$10.1M +$65.9K +3,374 +0.7%
CPC
43
Cookson Peirce & Co
Pennsylvania
$9.86M -$259K -13,269 -3%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$9.73M -$1.7M -87,159 -15%
RSC
45
Red Spruce Capital
Pennsylvania
$9.7M +$3.46M +176,974 +56%
GB
46
Goepper Burkhardt
South Carolina
$9.6M +$418K +21,400 +5%
Truist Financial
47
Truist Financial
North Carolina
$9.43M +$295K +15,133 +3%
CCG
48
Chatham Capital Group
Georgia
$9.37M +$312K +16,000 +3%
CVA
49
Central Valley Advisors
California
$8.83M +$8.35M +427,462 +1,843%
HCM
50
Hengehold Capital Management
Ohio
$8.44M +$1.37M +70,083 +19%

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.