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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
RSA
126
River Street Advisors
Illinois
$2.37M +$144K +7,360 +6%
EW
127
Evexia Wealth
Wisconsin
$2.34M +$57.9K +2,967 +3%
KPWS
128
Kestra Private Wealth Services
Texas
$2.34M +$1.62M +82,949 +226%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$2.28M +$366K +18,729 +19%
BBW
130
Blue Barn Wealth
Utah
$2.27M +$273K +13,965 +14%
EI
131
Ellevest Inc
New York
$2.24M +$121K +6,181 +6%
P
132
Paradiem
Louisiana
$2.23M -$223K -11,413 -9%
WMWM
133
Wilkins Miller Wealth Management
Alabama
$2.2M +$2.19M +112,427 New
OLA
134
Oliver Luxxe Assets
New Jersey
$2.05M -$2.22M -113,532 -52%
LPT
135
Legacy Private Trust
Wisconsin
$2.03M -$53.7K -2,750 -3%
JWCA
136
J.W. Cole Advisors
Florida
$1.99M +$847K +43,389 +75%
OFG
137
Opulen Financial Group
Virginia
$1.95M +$99.9K +5,119 +5%
RC
138
Roundview Capital
New Jersey
$1.91M +$696K +35,661 +57%
SI
139
Stephens Inc
Arkansas
$1.89M +$6.21K +318 +0.3%
RWA
140
River Wealth Advisors
Pennsylvania
$1.86M +$231K +11,823 +14%
TC
141
TFR Capital
Texas
$1.82M +$1.57M +80,491 +659%
LIM
142
Leavell Investment Management
Alabama
$1.74M -$14.6K -750 -0.8%
HNB
143
Huntington National Bank
Ohio
$1.72M
MTWM
144
Masso Torrence Wealth Management
New Jersey
$1.68M +$115K +5,902 +7%
HA
145
Hanover Advisors
South Carolina
$1.63M +$215K +10,999 +15%
OIM
146
Oder Investment Management
California
$1.63M +$222K +11,353 +16%
GCM
147
G2 Capital Management
Ohio
$1.61M +$16.4K +840 +1%
EB
148
Eastern Bank
Massachusetts
$1.6M -$3.64M -186,579 -70%
LF
149
Lantz Financial
Illinois
$1.58M +$178K +9,094 +13%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$1.57M +$48.3K +2,472 +3%

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.