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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
SWP
251
Stratos Wealth Partners
Ohio
$204K -$21.9K -1,122 -10%
FFG
252
Foundry Financial Group
New Hampshire
$200K
LWL
253
Leo Wealth LLC
Texas
$200K +$198K +10,142 New
MFC
254
Morris Financial Concepts
South Carolina
$200K +$198K +10,122 New
US Bancorp
255
US Bancorp
Minnesota
$198K +$19.6K +1,000 +11%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$197K +$135K +6,901 +223%
GI
257
GS Investments
Minnesota
$184K
AAG
258
Armstrong Advisory Group
Massachusetts
$179K +$177K +9,075 New
RSA
259
River Street Advisors
Illinois
$177K +$175K +8,974 New
GI
260
GAMMA Investing
California
$146K +$98K +5,013 +212%
WB
261
Webster Bank
Connecticut
$129K
FCA
262
FinTrust Capital Advisors
South Carolina
$118K -$1.19K -61 -1%
WIM
263
Westside Investment Management
California
$115K
VAMG
264
Voisard Asset Management Group
Michigan
$108K -$19.6K -1,000 -15%
GRP
265
Global Retirement Partners
California
$106K +$235 +12 +0.2%
FCM
266
Fourpath Capital Management
Oklahoma
$81.1K +$80.5K +4,115 New
CIAS
267
CBIZ Investment Advisory Services
Ohio
$79K +$841 +43 +1%
MAM
268
Marquette Asset Management
Minnesota
$78.1K
PTC
269
Private Trust Company
Ohio
$75.1K +$24.7K +1,264 +50%
HGERS
270
Householder Group Estate & Retirement Specialist
Arizona
$73K +$3.6K +184 +5%
AA
271
Ancora Advisors
Ohio
$72.8K
AF
272
Advisornet Financial
Minnesota
$72.7K
SIC
273
SJS Investment Consulting
Ohio
$65.3K
AIP
274
Ameritas Investment Partners
Nebraska
$53K -$35.1K -1,793 -40%
AT
275
Arlington Trust
Alabama
$51.3K +$50.9K +2,603 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.