Who Owns Invesco BulletShares 2027 Corporate Bond ETF (BSCR)?Hedge Fund & Institutional Holders

$19.66+0.00 (+0.00%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.398275712630002e+247T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$19.23$19.38$19.52$19.67$19.82Jul 24May 25Mar 26

BSCR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Anchor Investment Management, LLCIncreased+86K+$1.7B
Legacy Financial Group LLCNew Position+1.8M+$34.8M
Sanctuary Advisors, LLCNew Position+1.6M+$31.6M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+1.6M+$30.0M
MONECO ADVISORS, LLCNew Position+1.3M+$25.8M
Atlantic Union Bankshares CorpNew Position+1.1M+$21.9M
Clark Asset Management, LLCNew Position+1.0M+$19.8M
ENVESTNET ASSET MANAGEMENT INCNew Position+922K+$18.0M
BCS Wealth ManagementNew Position+800K+$15.8M
Cornerstone Wealth Management, LLCNew Position+778K+$15.4M
Janney Montgomery Scott LLCNew Position+763K+$15.0M
Ironwood Financial, llcNew Position+524K+$10.3M
Straight Path Wealth ManagementNew Position+518K+$10.2M
Ledgewood Wealth Advisors, LLCNew Position+510K+$10.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+508K+$10.0M

BSCR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-14K-$83.4B
Avior Wealth Management, LLCDecreased-85K-$48.5B
Clearstead Advisors, LLCDecreased-1.5M-$38.9B
NewEdge Advisors, LLCDecreased-28K-$14.9B
RENAISSANCE TECHNOLOGIES LLCDecreased-528K-$11.3B
Red Spruce Capital, LLCDecreased-185K-$9.9B
Ausdal Financial Partners, Inc.Decreased-292K-$7.6B
VestGen Advisors, LLCDecreased-248K-$7.5B
CITADEL ADVISORS LLCClosed Position-309K-$6.1B
Private Advisor Group, LLCDecreased-18K-$6.0B
JPMORGAN CHASE & CODecreased-246K-$4.9B
McCarthy & CoxClosed Position-250K-$4.9B
Berger Financial Group, IncDecreased-414-$3.9B
LEVEL FOUR ADVISORY SERVICES, LLCDecreased-130K-$3.8B
Pinnacle Financial Group, LLC / ILDecreased-3K-$3.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC1,214,932$24.0B1.95%Share
2Lido Advisors, LLC64,118,900$1.3B3.78%Share
3MORGAN STANLEY10,382,015$204.0M0.01%Share
4LPL Financial LLC6,738,930$133.0M0.04%Share
5WELLS FARGO & COMPANY/MN4,482,670$88.0M0.02%Share
6BANK OF AMERICA CORP /DE/4,349,148$85.0M0.01%Share
7UBS Group AG4,219,631$83.3M0.01%Share
8Invesco Ltd.3,450,521$68.1M0.01%Share
9MAI Capital Management2,907,934$57.0M0.33%Share
10WELLS FARGO & COMPANY/MN2,681,427$52.0M0.01%Share
11Hills Bank & Trust Co2,525,628$49.9M2.90%Share
12Avior Wealth Management, LLC2,377,359$46.9M1.46%Share
13RAYMOND JAMES FINANCIAL INC2,199,372$43.0M0.01%Share
14Lido Advisors, LLC2,197,093$43.0M0.13%Share
15RAYMOND JAMES FINANCIAL INC2,056,465$40.0M0.01%Share
16MML INVESTORS SERVICES, LLC1,924,776$37.0M0.09%Share
17SNS Financial Group, LLC1,817,835$35.9M3.09%Share
18ROYAL BANK OF CANADA1,683,013$33.0M0.01%Share
19DAVIS R M INC1,665,961$32.9M0.57%Share
20Brookstone Capital Management1,487,744$29.4M0.34%Share
21MONECO ADVISORS, LLC1,308,480$25.8M2.05%Share
22TLWM1,216,436$24.0M4.40%Share
23STIFEL FINANCIAL CORP1,162,676$22.0M0.02%Share
24AMERIPRISE FINANCIAL INC1,137,653$22.0M0.00%Share
25OSAIC HOLDINGS, INC.1,150,137$22.0M0.03%Share
26Cambridge Investment Research Advisors, Inc.1,094,570$21.0M0.06%Share
27THRIVENT FINANCIAL FOR LUTHERANS1,067,281$21.0M0.04%Share
28Baird Financial Group, Inc.1,054,839$20.0M0.03%Share
2949 WEALTH MANAGEMENT, LLC1,005,908$19.9M1.62%Share
30Atlantic Union Bankshares Corp1,005,444$19.8M0.37%Share
31Clark Asset Management, LLC1,000,695$19.8M2.05%Share
32CAPTRUST FINANCIAL ADVISORS993,145$19.0M0.04%Share
33Legacy Financial Group LLC915,861$18.1M2.23%Share
34ENVESTNET ASSET MANAGEMENT INC921,744$18.0M0.01%Share
35Asset Dedication, LLC882,010$17.4M1.14%Share
36Legacy Financial Group LLC849,762$16.7M2.19%Share
37BCS Wealth Management800,215$15.8M1.60%Share
38Cornerstone Wealth Management, LLC777,869$15.4M0.80%Share
39Janney Montgomery Scott LLC763,183$15.0M0.03%Share
40KIRR MARBACH & CO LLC /IN/755,028$14.9M2.85%Share
41NewEdge Advisors, LLC726,534$14.0M0.05%Share
42BANK OF AMERICA CORP /DE/662,477$13.0M0.00%Share
43AA Financial Advisors, LLC635,936$12.6M2.32%Share
44HUB Investment Partners, LLC643,896$12.0M0.31%Share
45Focus Partners Wealth645,845$12.0M0.01%Share
46Goepper Burkhardt LLC578,295$11.4M3.72%Share
47COOKSON PEIRCE & CO INC560,241$11.0M0.46%Share
48Ironwood Financial, llc524,036$10.3M1.75%Share
49Straight Path Wealth Management518,102$10.2M2.76%Share
50Sanctuary Advisors, LLC514,357$10.2M0.06%Share

BSCR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025370$27.5B+177
Q3 2025193$3.0T-130
Q2 2025323$1.7T-13
Q1 2025336$2.5T+73
Q4 2024263$153.3T+73
Q3 2024190$913.5T+5
Q2 2024185$849.5T+18
Q1 2024167$767.5T—

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As of Q4 2025, 50 institutional investors hold BSCR (Invesco BulletShares 2027 Corporate Bond ETF). The largest holder is Anchor Investment Management, LLC with $24.0B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own BSCR?

As of Q4 2025, 50 institutional investors report holding BSCR (Invesco BulletShares 2027 Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSCR?

The largest institutional holder of BSCR is Anchor Investment Management, LLC with $24.0B in shares.

Is institutional ownership of BSCR increasing or decreasing?

This quarter, 14 institutions opened new positions in BSCR and 2 closed their positions.