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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
MOS
76
MGO One Seven
Ohio
$5.17M +$486K +24,801 +10%
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.14M +$125K +6,396 +3%
AWS
78
Atria Wealth Solutions
New York
$4.93M -$483K -24,637 -9%
SIC
79
SFE Investment Counsel
California
$4.82M +$591K +30,165 +14%
HWM
80
Howard Wealth Management
Connecticut
$4.8M +$5.43K +277 +0.1%
GWM
81
Geneos Wealth Management
Colorado
$4.78M -$1.54M -78,675 -24%
CTA
82
Colonial Trust Advisors
South Carolina
$4.77M +$484K +24,716 +11%
EWA
83
EP Wealth Advisors
California
$4.76M -$85.3K -4,355 -2%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$4.74M +$787K +40,196 +20%
JP Morgan Chase
85
JP Morgan Chase
New York
$4.54M -$2.16M -110,367 -32%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$4.46M +$670K +34,220 +18%
TC
87
Trilogy Capital
California
$4.37M -$180K -9,178 -4%
PMG
88
ProVise Management Group
Florida
$4.3M +$241K +12,300 +6%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$4.14M -$27.1K -1,382 -0.7%
BFG
90
Berger Financial Group
Minnesota
$4.03M +$22K +1,123 +0.6%
PMWMG
91
Parr McKnight Wealth Management Group
Minnesota
$4.02M +$585K +29,850 +17%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$3.94M +$3.93M +200,699 New
CBA
93
Coastal Bridge Advisors
Connecticut
$3.94M +$9.05K +462 +0.2%
EH
94
Equitable Holdings
New York
$3.89M +$294K +14,991 +8%
KAS
95
Kestra Advisory Services
Texas
$3.85M +$180K +9,177 +5%
AIM
96
Aspen Investment Management
Michigan
$3.8M +$483K +24,660 +15%
FF
97
Farnam Financial
Arizona
$3.72M +$625K +31,913 +20%
HWM
98
Horizons Wealth Management
North Carolina
$3.66M +$44.4K +2,266 +1%
SNWA
99
Siligmueller & Norvid Wealth Advisors
Illinois
$3.64M -$3.65M -186,150 -50%
PFG
100
Pinnacle Financial Group
Illinois
$3.53M +$348K +17,740 +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.