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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
CIAS
276
Capital Investment Advisory Services
North Carolina
$44.9K
CT
277
Caldwell Trust
Florida
$44.3K +$43.9K +2,245 New
WBC
278
West Branch Capital
Massachusetts
$39.5K
IA
279
IFP Advisors
Florida
$33.5K +$372 +19 +1%
DCM
280
Davis Capital Management
Florida
$32.1K
WSFS
281
Wilmington Savings Fund Society
Delaware
$31.8K +$31.6K +1,615 New
LWCFA
282
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.8K +$25.8K +1,319 New
Fidelity Investments
283
Fidelity Investments
Massachusetts
$24.3K +$23.8K +1,215 +6,395%
ST
284
Smithfield Trust
Pennsylvania
$22K +$469 +24 +2%
AP
285
Aspect Partners
Virginia
$20.3K
OIA
286
Optimum Investment Advisors
Illinois
$19.7K
PA
287
Parallel Advisors
California
$19.7K
DPW
288
DiNuzzo Private Wealth
Pennsylvania
$10.9K
NIC
289
Northwest Investment Counselors
Oregon
$9.08K +$9.01K +461 New
FPB
290
First PREMIER Bank
South Dakota
$4K
JIP
291
Jaffetilchin Investment Partners
Florida
$3.94K +$3.91K +200 New
MFS
292
Mattson Financial Services
Michigan
$2.81K
CFGS
293
Concourse Financial Group Securities
Alabama
$650
SIAS
294
Summit Investment Advisory Services
Minnesota
-$614K -31,947 Closed
FTUS
295
Flow Traders U.S.
New York
-$276K -14,339 Closed
Cerity Partners
296
Cerity Partners
New York
-$233K -12,099 Closed
WA
297
Wambolt & Associates
Colorado
-$196K -10,188 Closed
CW
298
CreativeOne Wealth
Kansas
-$193K -10,066 Closed
GI
299
Gradient Investments
Minnesota
-$102K -5,291 Closed
UWS
300
Unique Wealth Strategies
Illinois
-$34.7K -1,800 Closed

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.