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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
IWC
101
Infinity Wealth Counsel
Ohio
$3.43M +$40.7K +2,085 +1%
PMWMG
102
Parr McKnight Wealth Management Group
Minnesota
$3.42M +$3.41M +174,631 New
AIM
103
Aspen Investment Management
Michigan
$3.3M +$47.4K +2,430 +1%
NCM
104
Novare Capital Management
North Carolina
$3.26M +$22.7K +1,162 +0.7%
EWM
105
Empirical Wealth Management
Washington
$3.24M +$115K +5,899 +4%
HWAM
106
Hennion & Walsh Asset Management
New Jersey
$3.19M -$140K -7,150 -4%
AF
107
Allworth Financial
California
$3.19M -$4.22K -216 -0.1%
PFG
108
Pinnacle Financial Group
Illinois
$3.17M +$3.16M +162,021 New
AAS
109
Avantax Advisory Services
Texas
$3.16M +$195K +10,012 +7%
Creative Planning
110
Creative Planning
Kansas
$3.14M +$990K +50,715 +46%
FF
111
Farnam Financial
Arizona
$3.09M +$387K +19,817 +14%
CT
112
Colonial Trust
South Carolina
$2.96M +$136K +6,958 +5%
AI
113
Atria Investments
North Carolina
$2.88M +$1.19M +60,811 +71%
OPA
114
Old Port Advisors
Maine
$2.81M +$110K +5,609 +4%
SPIA
115
Steward Partners Investment Advisory
New York
$2.72M -$445K -22,796 -14%
MGIA
116
Matthew Goff Investment Advisor
Texas
$2.68M -$169K -8,642 -6%
GIA
117
Gladstone Institutional Advisory
Florida
$2.62M +$124K +6,375 +5%
ACM
118
AlphaStar Capital Management
North Carolina
$2.59M +$232K +11,893 +10%
TF
119
Tenon Financial
New Jersey
$2.57M +$413K +21,159 +19%
PFS
120
Prospera Financial Services
Texas
$2.55M +$470K +24,096 +23%
ECM
121
Exchange Capital Management
Michigan
$2.55M -$70K -3,588 -3%
SWM
122
Silverlake Wealth Management
Vermont
$2.53M +$339K +17,363 +16%
WA
123
Waverly Advisors
Alabama
$2.5M +$23.4K +1,198 +0.9%
MA
124
Montag & Associates
Georgia
$2.46M -$131K -6,704 -5%
CFS
125
CRA Financial Services
New Jersey
$2.37M +$162K +8,290 +7%
3 4
5
6 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.