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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
FMB
326
Field & Main Bank
Kentucky
$8.29K +$8.32K +426 New
FPB
327
First PREMIER Bank
South Dakota
$4K – – –
MFS
328
Mattson Financial Services
Michigan
$2.88K – – –
GM
329
GeoWealth Management
Illinois
$2.57K +$2.58K +132 New
HPC
330
HM Payson & Co
Maine
$2.46K +$2.46K +126 New
CFGS
331
Concourse Financial Group Securities
Alabama
$643 – – –
SFC
332
SYM Financial Corp
Indiana
– -$3.79M -192,000 Closed
LC
333
Legacy CG
Texas
– -$2.67M -135,168 Closed
LWMM
334
Legacy Wealth Management (Mississippi)
Mississippi
– -$1.62M -82,000 Closed
HF
335
HRT Financial
New York
– -$1.07M -54,422 Closed
HSWS
336
Higgins & Schmidt Wealth Strategies
Colorado
– -$882K -44,710 Closed
SFG
337
Sterling Financial Group
California
– -$744K -37,728 Closed
MFP
338
Meridian Financial Partners
Virginia
– -$651K -32,997 Closed
SFWC
339
Strategic Family Wealth Counselors
New Jersey
– -$543K -27,548 Closed
SCA
340
Snowden Capital Advisors
New York
– -$424K -21,484 Closed
DADC
341
D.A. Davidson & Co
Montana
– -$385K -19,512 Closed
TCA
342
Transcend Capital Advisors
New Jersey
– -$311K -15,779 Closed
RSWM
343
Robertson Stephens Wealth Management
California
– -$311K -15,775 Closed
BFA
344
Brown Financial Advisory
Alabama
– -$266K -13,493 Closed
LWM
345
Lakeridge Wealth Management
Ohio
– -$249K -12,630 Closed
GCA
346
Genesee Capital Advisors
New York
– -$244K -12,374 Closed
YIA
347
YHB Investment Advisors
Connecticut
– -$219K -11,091 Closed
SWP
348
Stratos Wealth Partners
Ohio
– -$204K -10,351 Closed
VAMG
349
Voisard Asset Management Group
Michigan
– -$108K -5,467 Closed
FCM
350
Fourpath Capital Management
Oklahoma
– -$81.1K -4,115 Closed
11 12 13
14
15

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.