We are live on ! Find out more
BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF

354 hedge funds and large institutions have $3.01B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 189 increasing their positions, 86 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 86

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

16% more capital invested

Capital invested by funds: $2.59B → $3.01B (+$414M)

1.98% more ownership

Funds ownership: 80.28%82.27% (+2%)

2% more funds holding

Funds holding: 348354 (+6)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

Holders
354
Holders Change
+6
Holders Change %
+1.72%
% of All Funds
4.66%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.3%
New
27
Increased
189
Reduced
86
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
26
Atlantic Union Bankshares
Virginia
$17.7M +$1.12M +57,061 +7%
Renaissance Technologies
27
Renaissance Technologies
New York
$16.9M -$7.48M -381,792 -31%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$16.6M +$1.33M +67,662 +9%
Legacy Financial Group (Iowa)
29
Legacy Financial Group (Iowa)
Iowa
$16M -$890K -45,423 -5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$15.8M -$1.31M -67,106 -8%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$15.4M +$616K +31,440 +4%
CAM
32
Clark Asset Management
New Hampshire
$14.7M +$2.76M +140,632 +23%
ADL
33
Asset Dedication LLC
California
$14.7M +$254K +12,967 +2%
CWM
34
Cornerstone Wealth Management
Missouri
$14M +$644K +32,858 +5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$13.9M +$559K +28,544 +4%
NA
36
NewEdge Advisors
Louisiana
$13.6M +$1.53M +78,238 +13%
KMC
37
Kirr Marbach & Co
Indiana
$13.5M +$563K +28,737 +4%
HIP
38
HUB Investment Partners
Texas
$12.2M +$481K +24,540 +4%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$12.1M +$660K +33,691 +6%
AFA
40
AA Financial Advisors
Ohio
$11.2M +$37.6K +1,920 +0.3%
IF
41
Ironwood Financial
Arizona
$10.1M
GB
42
Goepper Burkhardt
South Carolina
$10.1M +$445K +22,727 +5%
CPC
43
Cookson Peirce & Co
Pennsylvania
$9.99M +$100K +5,128 +1%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$9.98M +$216K +11,035 +2%
RSC
45
Red Spruce Capital
Pennsylvania
$9.76M +$28.3K +1,443 +0.3%
CVA
46
Central Valley Advisors
California
$9.45M +$590K +30,109 +7%
CCG
47
Chatham Capital Group
Georgia
$9.43M +$32.3K +1,650 +0.3%
Truist Financial
48
Truist Financial
North Carolina
$8.82M -$632K -32,274 -7%
HCM
49
Hengehold Capital Management
Ohio
$8.65M +$183K +9,351 +2%
SPWM
50
Straight Path Wealth Management
Michigan
$8.64M +$838K +42,775 +11%

BSCR Hedge Fund Activity: Q2 2025 in Review

354 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q2 2025, worth a combined $3.01B — up 16% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSCR positions and 17 closed out — a net gain of 10 holders — while 189 added to existing stakes and 86 trimmed.

The largest buyer was Lido Advisors, adding an estimated $400M. The largest seller was Manchester Financial, cutting an estimated $47.9M.

  • 354 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q2 2025, up from 348 in Q1 2025.
  • Funds reported $3.01B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q2 2025 and 17 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q2 2025 was Lido Advisors, an estimated $400M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q2 2025 was Manchester Financial, an estimated $47.9M sold.

Based on aggregated 13F filings for Q2 2025.