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Invesco BulletShares 2027 Corporate Bond ETF

292 hedge funds and large institutions have $1.64B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 181 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 39

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more capital invested

Capital invested by funds: $1.42B → $1.64B (+$216M)

8% more funds holding

Funds holding: 271292 (+21)

0.15% more ownership

Funds ownership: 74.21%74.35% (+0.15%)

Holders
292
Holders Change
+21
Holders Change %
+7.75%
% of All Funds
4.19%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
35
Increased
181
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
Chris Bulman
California
$313K -$5.42K -277 -2%
ASN
227
Advisory Services Network
Georgia
$313K
TCA
228
Transcend Capital Advisors
New Jersey
$311K
RSWM
229
Robertson Stephens Wealth Management
California
$311K
NWAG
230
Net Worth Advisory Group
Utah
$310K +$307K +15,701 New
ACP
231
Aveo Capital Partners
Colorado
$309K +$306K +15,666 New
HI
232
Harbour Investments
Wisconsin
$309K +$165K +8,449 +117%
WA
233
Waverly Advisors
Alabama
$306K +$79.3K +4,058 +35%
OC
234
Oppenheimer & Co
New York
$285K +$2.05K +105 +0.7%
LFG
235
Larson Financial Group
Missouri
$276K +$106K +5,428 +63%
BFA
236
Brown Financial Advisory
Alabama
$266K +$264K +13,493 New
P
237
&Partners
Tennessee
$265K +$21K +1,076 +9%
WWA
238
WCG Wealth Advisors
Nevada
$264K +$3.48K +178 +1%
BMM
239
Berkshire Money Management
Massachusetts
$256K
LWM
240
LongView Wealth Management
Georgia
$250K +$248K +12,700 New
LWM
241
Lakeridge Wealth Management
Ohio
$249K +$802 +41 +0.3%
SEIA
242
Signature Estate & Investment Advisors
California
$249K
KWM
243
Kaydan Wealth Management
Michigan
$246K +$5.03K +257 +2%
GCA
244
Genesee Capital Advisors
New York
$244K +$22.7K +1,159 +10%
KP
245
Keel Point
Alabama
$235K +$137 +7 +0.1%
OSNBOA
246
Old Second National Bank of Aurora
Illinois
$229K +$227K +11,619 New
MIFH
247
Migdal Insurance & Financial Holdings
Israel
$222K -$61.6K -3,151 -22%
YIA
248
YHB Investment Advisors
Connecticut
$219K -$12K -615 -5%
BEI
249
Benjamin Edwards Inc
Missouri
$207K +$205K +10,485 New
SG
250
Strid Group
Pennsylvania
$205K +$204K +10,411 New

BSCR Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q3 2024, worth a combined $1.64B — up 15% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCR positions and 11 closed out — a net gain of 24 holders — while 181 added to existing stakes and 39 trimmed.

The largest buyer was Manchester Financial, adding an estimated $27.4M. The largest seller was Eastern Bank, cutting an estimated $22.9M.

  • 292 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q3 2024, up from 271 in Q2 2024.
  • Funds reported $1.64B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q3 2024 and 11 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q3 2024 was Manchester Financial, an estimated $27.4M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q3 2024 was Eastern Bank, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2024.