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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
MPIA
126
Milestones Private Investment Advisors
New York
$2.35M +$2.34M +119,394 New
BBW
127
Blue Barn Wealth
Utah
$2.29M +$12.1K +617 +0.5%
EI
128
Ellevest Inc
New York
$2.28M +$36K +1,840 +2%
WMWM
129
Wilkins Miller Wealth Management
Alabama
$2.26M +$45.9K +2,342 +2%
P
130
Paradiem
Louisiana
$2.24M -$196 -10 -0%
OFG
131
Opulen Financial Group
Virginia
$2.06M +$111K +5,680 +6%
RWA
132
River Wealth Advisors
Pennsylvania
$2.06M +$192K +9,802 +10%
JWCA
133
J.W. Cole Advisors
Florida
$2.02M +$23.1K +1,181 +1%
MA
134
Montag & Associates
Georgia
$2.01M -$452K -23,089 -18%
TC
135
TFR Capital
Texas
$2.01M +$183K +9,329 +10%
FTUS
136
Flow Traders U.S.
New York
$1.99M +$1.98M +101,114 New
RC
137
Roundview Capital
New Jersey
$1.92M
LPT
138
Legacy Private Trust
Wisconsin
$1.84M -$196K -9,981 -10%
OIM
139
Oder Investment Management
California
$1.79M +$152K +7,753 +9%
MTWM
140
Masso Torrence Wealth Management
New Jersey
$1.77M +$92.2K +4,704 +5%
SI
141
Stephens Inc
Arkansas
$1.77M -$126K -6,457 -7%
LIM
142
Leavell Investment Management
Alabama
$1.74M -$8.33K -425 -0.5%
LF
143
Lantz Financial
Illinois
$1.74M +$148K +7,564 +9%
HNB
144
Huntington National Bank
Ohio
$1.72M
PWSG
145
Pacific Wealth Strategies Group
California
$1.7M +$1.25M +63,641 +277%
SPIA
146
Steward Partners Investment Advisory
New York
$1.69M -$1.03M -52,450 -38%
OLA
147
Oliver Luxxe Assets
New Jersey
$1.68M -$373K -19,046 -18%
HA
148
Hanover Advisors
South Carolina
$1.66M +$24.3K +1,240 +1%
GCM
149
G2 Capital Management
Ohio
$1.63M +$17.4K +886 +1%
EW
150
Evexia Wealth
Wisconsin
$1.59M -$764K -38,989 -33%

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.