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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

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: 19 → 25 (+6)

5% more funds holding

Funds holding: 330 → 348 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$559M
2
Renaissance Technologies
Renaissance Technologies
New York
+$17.9M
3
Bank of America
Bank of America
North Carolina
+$16.2M
4
LPL Financial
LPL Financial
California
+$10.4M
5
CVA
Central Valley Advisors
California
+$8.35M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$18.1M
2
IAS
IMA Advisory Services
Colorado
-$12M
3
MF
Manchester Financial
California
-$10.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
176
Flaharty Asset Management
Florida
$1.1M – – –
VPF
177
Vantage Point Financial
Illinois
$1.09M +$99.5K +5,094 +10%
GWANC
178
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.09M +$7.5K +384 +0.7%
FIM
179
Freedom Investment Management
Connecticut
$1.08M +$59.3K +3,036 +6%
HGA
180
Hobbs Group Advisors
South Carolina
$1.08M +$40.3K +2,063 +4%
KBFS
181
Kohmann Bosshard Financial Services
Ohio
$1.08M +$3.18K +163 +0.3%
AR
182
Apeiron RIA
Texas
$1.07M +$1.97K +101 +0.2%
CAL
183
Capital Analysts LLC
Pennsylvania
$1.04M +$70.6K +3,615 +7%
BFG
184
Beacon Financial Group
Texas
$1.02M +$1.02M +52,113 New
FCAS
185
First Command Advisory Services
Texas
$1.01M +$213K +10,919 +27%
OPTFSNA
186
Old Point Trust & Financial Services N A
Virginia
$998K +$101K +5,195 +11%
IBOK
187
Independence Bank of Kentucky
Kentucky
$961K +$37.7K +1,932 +4%
DAS
188
Diversify Advisory Services
Utah
$956K +$3.1K +159 +0.3%
VWWMG
189
Vermillion & White Wealth Management Group
Pennsylvania
$955K -$17.3K -886 -2%
CWS
190
Cypress Wealth Services
California
$942K +$4.39K +225 +0.5%
CFS
191
Coordinated Financial Services
Colorado
$934K +$192K +9,847 +26%
WB
192
Webster Bank
Connecticut
$905K +$99.6K +5,100 +12%
TSWM
193
Tyler-Stone Wealth Management
Ohio
$902K +$471K +24,115 +110%
CG
194
Cynosure Group
Utah
$896K – – –
AC
195
Apella Capital
Connecticut
$888K +$32.1K +1,645 +4%
IWP
196
Insight Wealth Partners
Texas
$876K +$116K +5,967 +15%
YP
197
YANKCOM Partnership
South Dakota
$873K -$8.96K -459 -1%
HT
198
Heritage Trust
Oklahoma
$869K +$105K +5,380 +14%
MIFH
199
Migdal Insurance & Financial Holdings
Israel
$845K +$457K +23,403 +119%
WFC
200
Western Financial Corp
California
$824K +$6.4K +328 +0.8%
6 7
8
9 10

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.