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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
GLA
151
Good Life Advisors
Pennsylvania
$1.55M -$1.25M -63,784 -45%
ACA
152
Aptus Capital Advisors
Alabama
$1.52M +$64.3K +3,294 +4%
BFA
153
Beaumont Financial Advisors
Massachusetts
$1.5M -$34.5K -1,769 -2%
PAS
154
Park Avenue Securities
New York
$1.47M +$68.3K +3,498 +5%
RFN
155
Redwood Financial Network
Ohio
$1.46M +$77.8K +3,987 +6%
IWM
156
IHT Wealth Management
Illinois
$1.4M +$84K +4,305 +6%
APA
157
Astoria Portfolio Advisors
New York
$1.32M -$14.4K -738 -1%
WIC
158
Woodmont Investment Counsel
Tennessee
$1.31M -$33.1K -1,694 -2%
WWA
159
Wingate Wealth Advisors
Massachusetts
$1.3M +$483K +24,737 +59%
HI
160
Harbour Investments
Wisconsin
$1.29M +$170K +8,727 +15%
SAM
161
Sawgrass Asset Management
Florida
$1.27M -$222K -11,375 -15%
SWM
162
Segment Wealth Management
Texas
$1.25M +$37.1K +1,900 +3%
Comerica Bank
163
Comerica Bank
Texas
$1.23M +$239K +12,239 +24%
KFI
164
Key Financial Inc
Pennsylvania
$1.22M +$62.9K +3,220 +5%
SFC
165
Strategic Financial Concepts
Texas
$1.22M +$109K +5,560 +10%
RFWA
166
RPg Family Wealth Advisory
Massachusetts
$1.22M +$11.5K +591 +1%
BCFS
167
Butensky & Cohen Financial Security
Florida
$1.21M +$45.9K +2,352 +4%
AA
168
ArborFi Advisors
Michigan
$1.2M +$46.7K +2,391 +4%
RAM
169
Redmond Asset Management
Virginia
$1.15M +$161K +8,266 +16%
SAM
170
Secure Asset Management
Michigan
$1.15M -$1.76M -90,150 -60%
SPC
171
Sigma Planning Corp
Michigan
$1.14M +$215K +11,001 +23%
KIG
172
Kessler Investment Group
Indiana
$1.13M -$371 -19 -0%
SRC
173
Shufro Rose & Co
New York
$1.1M
CWM
174
Congress Wealth Management
Massachusetts
$1.1M +$1.1M +56,319 New
RIS
175
Richmond Investment Services
Wisconsin
$1.1M +$11.2K +576 +1%

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.