Invesco BulletShares 2027 Corporate Bond ETF
BSCR
182 hedge funds and large institutions have $637M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 105 increasing their positions, 28 reducing their positions, and 6 closing their positions.
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
275% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 28
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
24% more capital invested
Capital invested by funds: $512M → $637M (+$125M)
10% more funds holding
Funds holding: 166 → 182 (+16)
2.85% less ownership
Funds ownership: 76.64% → 73.79% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$12M |
| 2 |
Morgan Stanley
New York
|
+$9.76M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.52M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$7.37M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$2.95M |
| 2 |
Jane Street
New York
|
-$2.23M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.61M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$652K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$621K |
BSCR Hedge Fund Activity: Q1 2023 in Review
182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2023, worth a combined $637M — up 24% from $512M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BSCR positions and 6 closed out — a net gain of 21 holders — while 105 added to existing stakes and 28 trimmed.
The largest buyer was Avior Wealth Management, opening a new position worth an estimated $12M. The largest seller was Motley Fool Wealth Management, cutting an estimated $2.95M.
- 182 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2023, up from 166 in Q4 2022.
- Funds reported $637M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2023, up 24% quarter-over-quarter.
- 27 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2023 and 6 closed out, a net change of +21 holders.
- The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2023 was Avior Wealth Management, an estimated $12M added.
- The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2023 was Motley Fool Wealth Management, an estimated $2.95M sold.
Based on aggregated 13F filings for Q1 2023.