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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
Brown Advisory
201
Brown Advisory
Maryland
$785K +$13.2K +678 +2%
KOC
202
Koss-Olinger Consulting
Florida
$781K +$13.5K +694 +2%
CFCI
203
Comprehensive Financial Consultants Institutional
Indiana
$780K +$49.5K +2,537 +7%
FFIC
204
First Fiduciary Investment Counsel
Ohio
$768K +$137K +7,030 +22%
SG
205
Strid Group
Pennsylvania
$761K +$7.77K +398 +1%
OPWM
206
Oregon Pacific Wealth Management
Oregon
$753K +$48.1K +2,465 +7%
AIFAIM
207
American Institute for Advanced Investment Management
Arizona
$714K +$129K +6,610 +22%
Mariner
208
Mariner
Kansas
$702K +$101K +5,156 +17%
BA
209
Ballew Advisors
Mississippi
$701K +$374K +19,157 +114%
OP
210
ORG Partners
Indiana
$683K +$179K +9,144 +36%
AWA
211
Arkadios Wealth Advisors
Georgia
$680K +$228K +11,690 +51%
TVM
212
True Vision MN
Minnesota
$677K -$25.5K -1,308 -4%
KP
213
Keel Point
Alabama
$658K +$101K +5,177 +18%
CAC
214
Certified Advisory Corp
Florida
$657K +$251K +12,849 +62%
FIA
215
Foundations Investment Advisors
Arizona
$643K +$10.8K +552 +2%
HWM
216
HB Wealth Management
Georgia
$639K +$134K +6,853 +27%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$616K +$13.5K +691 +2%
GI
218
GAMMA Investing
California
$603K +$95.1K +4,871 +19%
MPW
219
Monterey Private Wealth
California
$601K +$5.86K +300 +1%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$599K +$1.58K +81 +0.3%
CIA
221
Capital Investment Advisors
Georgia
$598K -$19.1K -979 -3%
OIA
222
OneDigital Investment Advisors
Kansas
$596K -$79.7K -4,084 -12%
KWM
223
Kingsview Wealth Management
Oregon
$589K +$3.24K +166 +0.6%
ACG
224
Allen Capital Group
Nebraska
$571K +$131K +6,718 +30%
SWA
225
Sax Wealth Advisors
New Jersey
$551K +$60.8K +3,116 +12%

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.