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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
MFWM
76
Motley Fool Wealth Management
Virginia
$5.41M -$617K -31,579 -10%
AWS
77
Atria Wealth Solutions
New York
$5.4M +$2.98M +152,618 +124%
MCB
78
Morton Community Bank
Illinois
$5.38M +$342K +17,543 +7%
FC
79
FCA Corp
Texas
$5.22M -$55.9K -2,863 -1%
SFA
80
Souders Financial Advisors
Ohio
$5.02M +$491K +25,134 +11%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$5M +$280K +14,322 +6%
MC
82
McCarthy & Cox
Ohio
$4.92M +$484K +24,814 +11%
EWA
83
EP Wealth Advisors
California
$4.83M -$39.9K -2,043 -0.8%
HWM
84
Howard Wealth Management
Connecticut
$4.78M -$11.7K -600 -0.2%
MOS
85
MGO One Seven
Ohio
$4.67M +$506K +25,908 +12%
TC
86
Trilogy Capital
California
$4.54M +$168K +8,598 +4%
AA
87
Addison Advisors
Vermont
$4.33M +$237K +12,148 +6%
CTA
88
Colonial Trust Advisors
South Carolina
$4.27M +$365K +18,688 +9%
SIC
89
SFE Investment Counsel
California
$4.22M +$359K +18,402 +9%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$4.15M +$395K +20,233 +11%
PMG
91
ProVise Management Group
Florida
$4.04M +$141K +7,210 +4%
BFG
92
Berger Financial Group
Minnesota
$4M -$109K -5,566 -3%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$3.93M +$1.26M +64,680 +47%
CBA
94
Coastal Bridge Advisors
Connecticut
$3.92M +$3.91M +200,117 New
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$3.78M -$4.64M -237,426 -55%
KAS
96
Kestra Advisory Services
Texas
$3.66M -$211K -10,799 -5%
HWM
97
Horizons Wealth Management
North Carolina
$3.61M +$209K +10,706 +6%
EH
98
Equitable Holdings
New York
$3.59M -$1.98M -101,343 -36%
VIM
99
Vista Investment Management
Pennsylvania
$3.53M -$77.9K -3,988 -2%
SEEDPG
100
S.E.E.D. Planning Group
New York
$3.46M +$122K +6,249 +4%
2 3
4
5 6

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.