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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$1.59M +$13.6K +696 +0.9%
SB
152
Semitam Bonam
New York
$1.57M +$1.57M +80,055 New
ACA
153
Aptus Capital Advisors
Alabama
$1.54M +$15.9K +812 +1%
RFN
154
Redwood Financial Network
Ohio
$1.49M +$27.1K +1,381 +2%
BFG
155
Beacon Financial Group
Texas
$1.49M +$465K +23,712 +46%
HWM
156
HB Wealth Management
Georgia
$1.47M +$830K +42,383 +130%
BFA
157
Beaumont Financial Advisors
Massachusetts
$1.47M -$32K -1,632 -2%
PAS
158
Park Avenue Securities
New York
$1.45M -$25.3K -1,292 -2%
IWM
159
IHT Wealth Management
Illinois
$1.44M +$42K +2,142 +3%
LWL
160
Leo Wealth LLC
Texas
$1.42M +$1.21M +61,872 +610%
AWM
161
Accurate Wealth Management
Florida
$1.38M +$1.37M +70,078 New
WWA
162
Wingate Wealth Advisors
Massachusetts
$1.36M +$60.7K +3,096 +5%
HI
163
Harbour Investments
Wisconsin
$1.32M +$27.9K +1,422 +2%
KFI
164
Key Financial Inc
Pennsylvania
$1.32M +$96.1K +4,905 +8%
LFAS
165
Level Four Advisory Services
Texas
$1.32M +$1.31M +67,105 New
WIC
166
Woodmont Investment Counsel
Tennessee
$1.31M
SPC
167
Sigma Planning Corp
Michigan
$1.27M +$124K +6,333 +11%
BCFS
168
Butensky & Cohen Financial Security
Florida
$1.25M +$36.7K +1,875 +3%
RAM
169
Redmond Asset Management
Virginia
$1.24M +$80.9K +4,129 +7%
AA
170
ArborFi Advisors
Michigan
$1.23M +$25.6K +1,309 +2%
GLA
171
Good Life Advisors
Pennsylvania
$1.23M -$318K -16,216 -21%
RFWA
172
RPg Family Wealth Advisory
Massachusetts
$1.22M
SWM
173
Segment Wealth Management
Texas
$1.22M -$37.1K -1,895 -3%
SAM
174
Sawgrass Asset Management
Florida
$1.22M -$54.6K -2,786 -4%
FCAS
175
First Command Advisory Services
Texas
$1.2M +$190K +9,712 +19%

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.