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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
GGI
51
GPM Growth Investors
Michigan
$8.23M +$252K +12,915 +3%
SIA
52
Summit Investment Advisors
Maryland
$8.21M +$256K +13,088 +3%
VDI
53
Vaughan David Investments
Illinois
$8.18M +$585K +29,966 +8%
HighTower Advisors
54
HighTower Advisors
Illinois
$7.83M +$166K +8,494 +2%
SPWM
55
Straight Path Wealth Management
Michigan
$7.77M +$335K +17,135 +5%
PAG
56
Private Advisor Group
New Jersey
$7.52M +$513K +26,260 +7%
SPA
57
Sentinel Pension Advisors
Massachusetts
$7.47M +$38K +1,948 +0.5%
BWM
58
BCS Wealth Management
Tennessee
$7.36M +$85.8K +4,396 +1%
SNWA
59
Siligmueller & Norvid Wealth Advisors
Illinois
$7.27M +$40.2K +2,061 +0.6%
SS
60
Sound Stewardship
Kansas
$7.13M +$284K +14,541 +4%
SA
61
Sanctuary Advisors
Indiana
$6.93M +$201K +10,315 +3%
Jane Street
62
Jane Street
New York
$6.73M +$4.97M +254,332 +286%
VA
63
VestGen Advisors
Illinois
$6.71M +$6.68M +342,401 New
JP Morgan Chase
64
JP Morgan Chase
New York
$6.69M +$6.55M +335,446 +5,453%
GFP
65
Gryphon Financial Partners
Ohio
$6.49M +$6.47M +331,295 New
Citadel Advisors
66
Citadel Advisors
Florida
$6.45M +$4.49M +230,164 +232%
OSNBOA
67
Old Second National Bank of Aurora
Illinois
$6.45M +$345K +17,696 +6%
CIC
68
Carnegie Investment Counsel
Ohio
$6.35M +$522K +26,716 +9%
GWM
69
Geneos Wealth Management
Colorado
$6.3M +$3.71M +190,090 +144%
GWA
70
Genesis Wealth Advisors
Massachusetts
$6.3M -$1.95M -99,889 -24%
MWM
71
Marietta Wealth Management
Georgia
$6.23M +$209K +10,720 +3%
MWP
72
Meriwether Wealth & Planning
Louisiana
$6.15M +$6.13M +313,800 New
LWA
73
Ledgewood Wealth Advisors
New Hampshire
$5.63M +$152K +7,774 +3%
IWC
74
Integrated Wealth Concepts
Massachusetts
$5.58M +$554K +28,402 +11%
CCP
75
Carmel Capital Partners
California
$5.52M +$379K +19,392 +7%

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.