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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

330 hedge funds and large institutions have $1.87B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 53

196% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 23

36% more funds holding in top 10

Funds holding in top 10: 14 → 19 (+5)

14% more capital invested

Capital invested by funds: $1.64B → $1.87B (+$231M)

13% more funds holding

Funds holding: 292 → 330 (+38)

2.18% more ownership

Funds ownership: 74.35% → 76.54% (+2.2%)

Holders
330
Holders Change
+38
Holders Change %
+13.01%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
68
Increased
176
Reduced
53
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
MAI Capital Management
Ohio
+$39.7M
2
IAA
Independent Advisor Alliance
North Carolina
+$18.2M
3
Wells Fargo
Wells Fargo
California
+$15.7M
4
CWM
Cornerstone Wealth Management
Missouri
+$11.6M
5
LPL Financial
LPL Financial
California
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$10.1M
2
MFWM
Motley Fool Wealth Management
Virginia
-$8.06M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.39M
4
MF
Manchester Financial
California
-$5.29M
5
GLA
Good Life Advisors
Pennsylvania
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
251
Revolve Wealth Partners
New Jersey
$364K +$365K +18,672 New
SIC
252
Sigma Investment Counselors
Michigan
$360K -$29.9K -1,532 -8%
IFG
253
Independent Financial Group
California
$342K +$9.01K +461 +3%
VCA
254
Verdence Capital Advisors
Maryland
$337K +$338K +17,316 New
ASN
255
Advisory Services Network
Georgia
$329K +$12.6K +644 +4%
DA
256
Dover Advisors
Virginia
$329K -$8.97K -459 -3%
BA
257
Ballew Advisors
Mississippi
$326K – – –
RW
258
RVW Wealth
California
$324K +$9.71K +497 +3%
WEG
259
World Equity Group
Illinois
$319K +$320K +16,384 New
WA
260
WESPAC Advisors
California
$312K +$313K +16,023 New
CB
261
Chris Bulman
California
$311K +$996 +51 +0.3%
ACP
262
Aveo Capital Partners
Colorado
$308K +$3.24K +166 +1%
LWM
263
LongView Wealth Management
Georgia
$296K +$48.8K +2,500 +20%
OC
264
Oppenheimer & Co
New York
$281K – – –
NWAG
265
Net Worth Advisory Group
Utah
$279K -$26.6K -1,363 -9%
VA
266
Valmark Advisers
Ohio
$279K +$280K +14,328 New
JWM
267
JPL Wealth Management
Colorado
$279K +$280K +14,316 New
SAS
268
SMI Advisory Services
Indiana
$275K +$276K +14,136 New
FA
269
FC Advisory
Pennsylvania
$270K +$271K +13,856 New
EA
270
Everpar Advisors
Oklahoma
$264K +$265K +13,577 New
LFG
271
Larson Financial Group
Missouri
$259K -$14.2K -728 -5%
DC
272
Davenport & Co
Virginia
$257K +$258K +13,185 New
BMM
273
Berkshire Money Management
Massachusetts
$253K – – –
LWL
274
Leo Wealth LLC
Texas
$253K +$55.8K +2,854 +28%
WWA
275
WCG Wealth Advisors
Nevada
$252K -$8.56K -438 -3%
9 10
11
12 13

BSCR Hedge Fund Activity: Q4 2024 in Review

330 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2024, worth a combined $1.87B — up 14% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new BSCR positions and 23 closed out — a net gain of 45 holders — while 176 added to existing stakes and 53 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $39.7M. The largest seller was Kestra Advisory Services, cutting an estimated $10.1M.

  • 330 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2024, up from 292 in Q3 2024.
  • Funds reported $1.87B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 68 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2024 and 23 closed out, a net change of +45 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2024 was MAI Capital Management, an estimated $39.7M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2024.