Invesco BulletShares 2027 Corporate Bond ETF
BSCR
247 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 52 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.
300% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 13
184% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 45
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
46% more capital invested
Capital invested by funds: $832M → $1.22B (+$384M)
18% more funds holding
Funds holding: 210 → 247 (+37)
8.6% more ownership
Funds ownership: 76.75% → 85.35% (+8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$155M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$29.1M |
| 3 |
RMDI
R.M. Davis Inc
Portland,
Maine
|
+$19.6M |
| 4 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$17.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$11.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$7.57M |
| 3 |
NWM
Northcape Wealth Management
Williamsville,
New York
|
-$5.35M |
| 4 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$3.39M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
251
Old Mission Capital
Chicago,
Illinois
| – | -$1.19M | -63,302 | Closed |
|
252
Corient Private Wealth
Miami,
Florida
| – | -$470K | -25,103 | Closed |
|
|
UL
253
Unionview LLC
Seattle,
Washington
| – | -$293K | -15,632 | Closed |
|
|
FTUS
254
Flow Traders U.S.
New York
| – | -$233K | -12,420 | Closed |
|
|
FFN
255
Focus Financial Network
Minneapolis,
Minnesota
| – | -$193K | -10,308 | Closed |
|
|
WIM
256
Waycross Investment Management
Bellingham,
Washington
| – | -$188K | -10,046 | Closed |
|
|
SSWM
257
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$40.8K | -2,179 | Closed |
|
|
CIA
258
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$18.7K | -1,000 | Closed |
|
|
NIC
259
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$9.23K | -493 | Closed |
|
|
CPG
260
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$862 | -46 | Closed |
|
|
HL
261
HeadInvest LLC
Portland,
Maine
| – | -$746 | -40 | Closed |
|
BSCR Hedge Fund Activity: Q4 2023 in Review
247 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2023, worth a combined $1.22B — up 46% from $832M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new BSCR positions and 13 closed out — a net gain of 39 holders — while 128 added to existing stakes and 45 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Legacy Financial Group (Iowa), cutting an estimated $11.8M.
- 247 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2023, up from 210 in Q3 2023.
- Funds reported $1.22B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2023, up 46% quarter-over-quarter.
- 52 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2023 and 13 closed out, a net change of +39 holders.
- The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $155M added.
- The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2023 was Legacy Financial Group (Iowa), an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2023.