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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Overview Fund Activity

327 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, 174 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+38
Holders Change %
+13.15%
% 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
174
Reduced
53
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$39.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$18.1M
3
Wells Fargo
3
Wells Fargo
California
$111M
4
CWM
4
Cornerstone Wealth Management
Missouri
$12M
5
LPL Financial
5
LPL Financial
California
$87.6M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$3.85M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.93M
4
MF
4
Manchester Financial
California
$58.5M
5
GLA
5
Good Life Advisors
Pennsylvania
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Advisornet Financial
Minnesota
$79.1K +$7.29K +374 +10%
CIAS
302
CBIZ Investment Advisory Services
Ohio
$78.9K +$857 +44 +1%
MAM
303
Marquette Asset Management
Minnesota
$77.1K – – –
TWM
304
Topsail Wealth Management
North Carolina
$59.1K +$59.1K +3,035 New
CSPIA
305
Cary Street Partners Investment Advisory
Virginia
$58.9K +$58.9K +3,023 New
Fidelity Investments
306
Fidelity Investments
Massachusetts
$55.1K +$31.1K +1,595 +129%
AIP
307
Ameritas Investment Partners
Nebraska
$52.6K +$253 +13 +0.5%
CIAS
308
Capital Investment Advisory Services
North Carolina
$44.3K – – –
WBC
309
West Branch Capital
Massachusetts
$39K – – –
DCM
310
Davis Capital Management
Florida
$31.7K – – –
WSFS
311
Wilmington Savings Fund Society
Delaware
$31.5K – – –
AWM
312
AE Wealth Management
Kansas
$26.9K +$26.9K +1,380 New
VHAM
313
Van Hulzen Asset Management
California
$25.3K +$25.3K +1,300 New
ST
314
Smithfield Trust
Pennsylvania
$22K – – –
AP
315
Aspect Partners
Virginia
$20K – – –
OIA
316
Optimum Investment Advisors
Illinois
$19.5K – – –
PA
317
Parallel Advisors
California
$19.4K – – –
TRCT
318
Tower Research Capital (TRC)
New York
$13.9K +$13.9K +714 New
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$10.8K – – –
RPA
320
Redwood Park Advisors
California
$10.2K +$10.2K +523 New
NWMP
321
Noble Wealth Management PBC
Colorado
$9.74K +$9.74K +500 New
T
322
Transce3nd
Texas
$8.61K +$8.61K +442 New
FMB
323
Field & Main Bank
Kentucky
$8.29K +$8.29K +426 New
FPB
324
First PREMIER Bank
South Dakota
$4K – – –
MFS
325
Mattson Financial Services
Michigan
$2.88K – – –
11 12
13
14 15