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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
SEEDPG
101
S.E.E.D. Planning Group
New York
$3.5M +$29.7K +1,515 +0.9%
IWC
102
Infinity Wealth Counsel
Ohio
$3.49M +$50.1K +2,558 +1%
CT
103
Colonial Trust
South Carolina
$3.42M +$456K +23,302 +15%
NCM
104
Novare Capital Management
North Carolina
$3.42M +$148K +7,546 +5%
OPA
105
Old Port Advisors
Maine
$3.41M +$593K +30,294 +21%
VIM
106
Vista Investment Management
Pennsylvania
$3.41M -$134K -6,830 -4%
EWM
107
Empirical Wealth Management
Washington
$3.4M +$154K +7,849 +5%
ACM
108
AlphaStar Capital Management
North Carolina
$3.31M +$709K +36,194 +27%
AF
109
Allworth Financial
California
$3.2M +$196 +10 +0%
HWAM
110
Hennion & Walsh Asset Management
New Jersey
$3.11M -$94.3K -4,813 -3%
Creative Planning
111
Creative Planning
Kansas
$3.01M -$137K -6,978 -4%
AI
112
Atria Investments
North Carolina
$2.86M -$24.3K -1,242 -0.8%
TF
113
Tenon Financial
New Jersey
$2.71M +$128K +6,551 +5%
PFS
114
Prospera Financial Services
Texas
$2.7M +$137K +7,009 +5%
AAS
115
Avantax Advisory Services
Texas
$2.7M -$471K -24,024 -15%
WA
116
Waverly Advisors
Alabama
$2.66M +$149K +7,621 +6%
GIA
117
Gladstone Institutional Advisory
Florida
$2.62M -$11.7K -596 -0.4%
RIS
118
Richmond Investment Services
Wisconsin
$2.61M +$1.5M +76,696 +137%
P
119
&Partners
Tennessee
$2.61M +$2.16M +110,366 +495%
RSA
120
River Street Advisors
Illinois
$2.58M +$209K +10,657 +9%
CFS
121
CRA Financial Services
New Jersey
$2.58M +$201K +10,267 +8%
MGIA
122
Matthew Goff Investment Advisor
Texas
$2.56M -$123K -6,280 -5%
SWM
123
Silverlake Wealth Management
Vermont
$2.52M -$17.4K -886 -0.7%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$2.51M +$221K +11,285 +10%
AA
125
Addison Advisors
Vermont
$2.41M -$1.92M -98,164 -44%

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.