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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

254 hedge funds and large institutions have $1.32B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 150 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 46

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.22B → $1.32B (+$99.7M)

3% more funds holding

Funds holding: 247 → 254 (+7)

9.64% less ownership

Funds ownership: 85.35% → 75.71% (-9.6%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
3.66%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
150
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$46.8M
2
LPL Financial
LPL Financial
California
+$31.5M
3
HBT
Hills Bank & Trust
Iowa
+$20.1M
4
AIM
Anchor Investment Management
South Carolina
+$14.5M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$13.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$123M
2
SFG
Sterling Financial Group
California
-$11.3M
3
MFWM
Motley Fool Wealth Management
Virginia
-$6.95M
4
LPT
Legacy Private Trust
Wisconsin
-$5.41M
5
PA
Procyon Advisors
Connecticut
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
251
Impact Partnership Wealth
Georgia
$6K -$52.9K -2,738 -90%
FPB
252
First PREMIER Bank
South Dakota
$4K +$3.96K +205 New
JP Morgan Chase
253
JP Morgan Chase
New York
$3.38K +$3.38K +175 New
CFGS
254
Concourse Financial Group Securities
Alabama
$636 – – –
Fidelity Investments
255
Fidelity Investments
Massachusetts
$367 -$41K -2,121 -99%
PA
256
Procyon Advisors
Connecticut
– -$4.98M -255,806 Closed
NA
257
Nottingham Advisors
New York
– -$1.55M -123,868 Closed
IA
258
IFG Advisory
Georgia
– -$1.55M -79,641 Closed
Vanguard Group
259
Vanguard Group
Pennsylvania
– -$1.07M -55,146 Closed
CCB
260
Country Club Bank
Missouri
– -$1.04M -53,495 Closed
Citadel Advisors
261
Citadel Advisors
Florida
– -$967K -49,688 Closed
KOC
262
Koss-Olinger Consulting
Florida
– -$463K -23,793 Closed
1IA
263
1834 Investment Advisors
Wisconsin
– -$435K -22,382 Closed
WWA
264
WCG Wealth Advisors
Nevada
– -$373K -19,198 Closed
AWM
265
AE Wealth Management
Kansas
– -$296K -15,303 Closed
NL
266
NWAM LLC
Washington
– -$296K -15,215 Closed
WA
267
WESPAC Advisors
California
– -$237K -12,203 Closed
FA
268
FC Advisory
Pennsylvania
– -$236K -12,142 Closed
RWA
269
Redhawk Wealth Advisors
Minnesota
– -$203K -10,414 Closed
TVAMP
270
Tennessee Valley Asset Management Partners
Tennessee
– -$158K -8,105 Closed
VL
271
Vima LLC
Michigan
– -$35.9K -1,846 Closed
HPC
272
HM Payson & Co
Maine
– -$25.4K -1,305 Closed
CB
273
Community Bank
New York
– -$15.2K -780 Closed
NFSG
274
Newbridge Financial Services Group
Florida
– -$2.33K -120 Closed
SIC
275
Salem Investment Counselors
North Carolina
– -$1.28K -66 Closed
8 9 10
11
12

BSCR Hedge Fund Activity: Q1 2024 in Review

254 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2024, worth a combined $1.32B — up 8.2% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSCR positions and 21 closed out — a net gain of 11 holders — while 150 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $123M.

  • 254 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2024, up from 247 in Q4 2023.
  • Funds reported $1.32B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 32 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2024 and 21 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $46.8M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2024.