BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Overview Fund Activity

246 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.61%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
51
Increased
128
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$280M
2
Bank of America
2
Bank of America
North Carolina
$51.9M
3
RMDI
3
R.M. Davis Inc
Maine
$24.3M
4
HBT
4
Hills Bank & Trust
Iowa
$18.2M
5
UBS Group
5
UBS Group
Switzerland
$45.4M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$423K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.91M
3
NWM
3
Northcape Wealth Management
New York
$0
4
HWA
4
Heartwood Wealth Advisors
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
226
West Branch Capital
Massachusetts
$38.9K – – –
AA
227
Ancora Advisors
Ohio
$37.4K – – –
VL
228
Vima LLC
Michigan
$35.9K +$35.9K +1,846 New
CIAS
229
Capital Investment Advisory Services
North Carolina
$34.5K – – –
LFG
230
Larson Financial Group
Missouri
$30.3K – – –
DCM
231
Davis Capital Management
Florida
$29.7K +$29.7K +1,528 New
HPC
232
HM Payson & Co
Maine
$25.4K – – –
ST
233
Smithfield Trust
Pennsylvania
$22K -$7.3K -371 -25%
AP
234
Aspect Partners
Virginia
$20K +$20K +1,028 New
WT
235
Washington Trust
Rhode Island
$19.5K – – –
FGAM
236
Financial Gravity Asset Management
Texas
$19.5K +$19.5K +1,000 New
PA
237
Parallel Advisors
California
$19.4K +$19.4K +997 New
CB
238
Community Bank
New York
$15.2K +$15.2K +780 New
TSWM
239
Tyler-Stone Wealth Management
Ohio
$13.6K +$13.6K +700 New
DPW
240
DiNuzzo Private Wealth
Pennsylvania
$10.8K +$10.8K +555 New
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$9.24K +$9.24K +475 New
ASN
242
Advisory Services Network
Georgia
$6.09K +$6.09K +313 New
NFSG
243
Newbridge Financial Services Group
Florida
$2.34K – – –
PTC
244
Private Trust Company
Ohio
$1.63K +$214 +11 +15%
SIC
245
Salem Investment Counselors
North Carolina
$1.29K +$1.29K +66 New
CFGS
246
Concourse Financial Group Securities
Alabama
$642 +$642 +33 New
SWM
247
Sugarloaf Wealth Management
Georgia
$387 – – –
NWM
248
Northcape Wealth Management
New York
– -$5.35M -285,554 Closed
HWA
249
Heartwood Wealth Advisors
Virginia
– -$3.39M -181,114 Closed
OMC
250
Old Mission Capital
Illinois
– -$1.19M -63,302 Closed
7 8 9
10
11