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Invesco BulletShares 2027 Corporate Bond ETF

79 hedge funds and large institutions have $199M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 8

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

23% more funds holding

Funds holding: 6479 (+15)

20% more capital invested

Capital invested by funds: $166M → $199M (+$32.6M)

2.98% more ownership

Funds ownership: 70.06%73.04% (+3%)

Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
39
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.16M +$52K +2,347 +5%
FAG
27
Financial Advisory Group
Texas
$1.08M +$243K +10,955 +29%
EWM
28
Empirical Wealth Management
Washington
$1.08M +$1.07M +48,235 New
ECM
29
Exchange Capital Management
Michigan
$1.06M +$487K +21,976 +87%
CIA
30
Capital Investment Advisors
Georgia
$1.03M -$74.3K -3,353 -7%
Stifel Financial
31
Stifel Financial
Missouri
$898K +$117K +5,277 +15%
VWA
32
V Wealth Advisors
Kansas
$798K -$23.3K -1,052 -3%
GB
33
Goepper Burkhardt
South Carolina
$786K +$777K +35,100 New
AA
34
Addison Advisors
Vermont
$775K +$767K +34,630 New
BCFS
35
Butensky & Cohen Financial Security
Florida
$685K +$111K +5,026 +20%
LPL Financial
36
LPL Financial
California
$663K +$428K +19,307 +187%
HighTower Advisors
37
HighTower Advisors
Illinois
$646K +$637K +28,779 New
CWS
38
Cypress Wealth Services
California
$591K +$584K +26,382 New
EI
39
Ellevest Inc
New York
$545K +$31.6K +1,428 +6%
CPIG
40
Chicago Partners Investment Group
Illinois
$538K +$709 +32 +0.1%
Osaic Holdings
41
Osaic Holdings
Arizona
$534K +$251K +11,320 +90%
HA
42
Harfst & Associates
Wyoming
$503K
RJA
43
Raymond James & Associates
Florida
$470K +$129K +5,844 +39%
RMDI
44
R.M. Davis Inc
Maine
$462K +$171K +7,740 +60%
RSC
45
Red Spruce Capital
Pennsylvania
$404K +$30.8K +1,392 +8%
FNWM
46
Financial Network Wealth Management
Utah
$374K +$370K +16,700 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$364K +$3.17K +143 +0.9%
HIP
48
HUB Investment Partners
Texas
$344K +$347K +15,663 New
WIA
49
Wealthstreet Investment Advisors
Texas
$302K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$302K +$6.36K +287 +2%

BSCR Hedge Fund Activity: Q4 2020 in Review

79 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2020, worth a combined $199M — up 20% from $166M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCR positions and 5 closed out — a net gain of 15 holders — while 39 added to existing stakes and 8 trimmed.

The largest buyer was 1834 Investment Advisors, opening a new position worth an estimated $3.99M. The largest seller was Motley Fool Wealth Management, cutting an estimated $2.51M.

  • 79 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $199M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2020 and 5 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2020 was 1834 Investment Advisors, an estimated $3.99M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2020 was Motley Fool Wealth Management, an estimated $2.51M sold.

Based on aggregated 13F filings for Q4 2020.