We are live on ! Find out more
BSCR icon

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
Lido Advisors
1
Lido Advisors
California
$974M +$400M +20,413,246 +70%
Morgan Stanley
2
Morgan Stanley
New York
$175M +$4.59M +234,329 +3%
Wells Fargo
3
Wells Fargo
California
$122M +$5.63M +287,291 +5%
LPL Financial
4
LPL Financial
California
$103M +$4.34M +221,627 +4%
Bank of America
5
Bank of America
North Carolina
$94.6M +$1.15M +58,937 +1%
UBS Group
6
UBS Group
Switzerland
$78.6M +$7.71M +393,716 +11%
Raymond James Financial
7
Raymond James Financial
Florida
$71.7M -$4.79M -244,284 -6%
Invesco
8
Invesco
Georgia
$58.6M +$7.13M +364,173 +14%
CA
9
Clearstead Advisors
Ohio
$54.6M +$1.57M +80,308 +3%
AWM
10
Avior Wealth Management
Nebraska
$47.7M +$107K +5,470 +0.2%
HBT
11
Hills Bank & Trust
Iowa
$47.5M +$119K +6,055 +0.3%
MCM
12
MAI Capital Management
Ohio
$47.4M +$2.4M +122,576 +5%
SFG
13
SNS Financial Group
Minnesota
$32.9M +$1.76M +90,014 +6%
RMDI
14
R.M. Davis Inc
Maine
$31.8M +$995K +50,769 +3%
BCM
15
Brookstone Capital Management
Illinois
$28.5M -$1.55M -78,981 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$27.9M +$1.21M +61,871 +5%
MML Investors Services
17
MML Investors Services
Massachusetts
$25.5M +$2.98M +152,213 +13%
TF
18
TLWM Financial
Texas
$22.8M +$227K +11,596 +1%
AIM
19
Anchor Investment Management
South Carolina
$21.3M +$786K +40,111 +4%
MA
20
MONECO Advisors
Connecticut
$21.3M +$2.87M +146,322 +16%
Stifel Financial
21
Stifel Financial
Missouri
$20.8M +$1.38M +70,192 +7%
Osaic Holdings
22
Osaic Holdings
Arizona
$20.7M -$115K -5,877 -0.6%
Ameriprise
23
Ameriprise
Minnesota
$18.6M +$3.51K +179 +0%
4WM
24
49 Wealth Management
Texas
$18.6M -$2.42M -123,578 -12%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$18.2M +$2.38M +121,303 +15%

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.