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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

52 hedge funds and large institutions have $89.5M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

94% more capital invested

Capital invested by funds: $46.2M → $89.5M (+$43.2M)

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

37% more funds holding

Funds holding: 38 → 52 (+14)

15.48% more ownership

Funds ownership: 45.97% → 61.45% (+15%)

Holders
52
Holders Change
+14
Holders Change %
+36.84%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
15
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
+$15.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.41M
3
Bank of America
Bank of America
North Carolina
+$7.13M
4
PV
Private Vista
Illinois
+$3.02M
5
Morgan Stanley
Morgan Stanley
New York
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
CCM
Cribstone Capital Management
Maine
-$1.37M
2
FCB
First Command Bank
Texas
-$996K
3
FCFS
First Command Financial Services
Texas
-$996K
4
Wolverine Trading
Wolverine Trading
Illinois
-$438K
5
HighTower Advisors
HighTower Advisors
Illinois
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
26
Ellevest Inc
New York
$320K +$52.9K +2,546 +19%
TA
27
TCG Advisors
Texas
$291K – – –
TF
28
TLWM Financial
Texas
$289K +$305K +14,677 New
BCFS
29
Butensky & Cohen Financial Security
Florida
$269K +$51K +2,453 +22%
ECM
30
Exchange Capital Management
Michigan
$235K +$19.3K +929 +8%
TPW
31
Tiller Private Wealth
Pennsylvania
$228K – – –
Stifel Financial
32
Stifel Financial
Missouri
$228K +$240K +11,534 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$201K +$211K +10,168 New
FCA
34
FinTrust Capital Advisors
South Carolina
$181K +$35.7K +1,719 +23%
KFI
35
Key Financial Inc
Pennsylvania
$131K +$138K +6,633 New
ASN
36
Advisory Services Network
Georgia
$109K – – –
IBOK
37
Independence Bank of Kentucky
Kentucky
$105K – – –
BII
38
Bainco International Investors
Massachusetts
$72K +$75.8K +3,645 New
Osaic Holdings
39
Osaic Holdings
Arizona
$63K +$65.7K +3,160 New
SF
40
Synovus Financial
Georgia
$46K +$49.2K +2,366 New
GI
41
GS Investments
Minnesota
$43.6K +$45.8K +2,200 New
AIP
42
Ameritas Investment Partners
Nebraska
$38K -$6.18K -297 -13%
AF
43
Advisornet Financial
Minnesota
$35K – – –
DCM
44
Davis Capital Management
Florida
$26K +$27.1K +1,304 New
CCM
45
Cribstone Capital Management
Maine
$21K -$1.37M -66,043 -98%
ST
46
Smithfield Trust
Pennsylvania
$19K -$5.82K -280 -23%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
HFA
48
HC Financial Advisors
California
$12K +$13K +627 New
FANJ
49
Financial Architects (New Jersey)
New Jersey
$11K – – –
GWM
50
Geneos Wealth Management
Colorado
$8K – – –
1
2
3

BSCR Hedge Fund Activity: Q1 2020 in Review

52 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2020, worth a combined $89.5M — up 94% from $46.2M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCR positions and 4 closed out — a net gain of 16 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Eastern Bank, opening a new position worth an estimated $15.7M. The largest seller was Cribstone Capital Management, cutting an estimated $1.37M.

  • 52 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2020, up from 38 in Q4 2019.
  • Funds reported $89.5M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2020, up 94% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2020 and 4 closed out, a net change of +16 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2020 was Eastern Bank, an estimated $15.7M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2020 was Cribstone Capital Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q1 2020.