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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
Lido Advisors
1
Lido Advisors
California
$571M +$559M +28,657,205 +5,880%
Morgan Stanley
2
Morgan Stanley
New York
$169M +$2.91M +148,964 +2%
Wells Fargo
3
Wells Fargo
California
$116M +$4.77M +244,465 +4%
LPL Financial
4
LPL Financial
California
$98.5M +$10.4M +530,525 +12%
Bank of America
5
Bank of America
North Carolina
$93.2M +$16.2M +830,011 +21%
Raymond James Financial
6
Raymond James Financial
Florida
$76.3M +$827K +42,346 +1%
UBS Group
7
UBS Group
Switzerland
$70.7M +$7.41M +379,775 +12%
CA
8
Clearstead Advisors
Ohio
$52.8M +$993K +50,855 +2%
Invesco
9
Invesco
Georgia
$51.3M +$6.46M +330,687 +14%
MF
10
Manchester Financial
California
$48.4M -$10.4M -530,727 -18%
AWM
11
Avior Wealth Management
Nebraska
$47.4M +$6.84M +350,326 +17%
HBT
12
Hills Bank & Trust
Iowa
$47.2M +$1.06M +54,421 +2%
MCM
13
MAI Capital Management
Ohio
$44.8M +$4.95M +253,326 +12%
SFG
14
SNS Financial Group
Minnesota
$31.1M +$2.79M +142,664 +10%
RMDI
15
R.M. Davis Inc
Maine
$30.7M +$1.53M +78,415 +5%
BCM
16
Brookstone Capital Management
Illinois
$30M -$696K -35,663 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$26.6M -$10M -512,643 -27%
Renaissance Technologies
18
Renaissance Technologies
New York
$24.3M +$17.9M +918,892 +285%
TF
19
TLWM Financial
Texas
$22.5M +$646K +33,114 +3%
MML Investors Services
20
MML Investors Services
Massachusetts
$22.4M +$5.57M +285,393 +33%
4WM
21
49 Wealth Management
Texas
$20.9M +$225K +11,548 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$20.8M +$4.15M +212,643 +25%
AIM
23
Anchor Investment Management
South Carolina
$20.5M +$2.04M +104,344 +11%
Stifel Financial
24
Stifel Financial
Missouri
$19.4M +$5.6M +286,883 +41%
Ameriprise
25
Ameriprise
Minnesota
$18.6M +$3.84M +196,817 +26%

BSCR Hedge Fund Activity: Q1 2025 in Review

348 of the 7,457 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.