We are live on ! Find out more
BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF

292 hedge funds and large institutions have $1.64B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 181 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 39

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more capital invested

Capital invested by funds: $1.42B → $1.64B (+$216M)

8% more funds holding

Funds holding: 271292 (+21)

0.15% more ownership

Funds ownership: 74.21%74.35% (+0.15%)

Holders
292
Holders Change
+21
Holders Change %
+7.75%
% of All Funds
4.19%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
35
Increased
181
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$14.1M +$1.11M +56,791 +9%
Stifel Financial
27
Stifel Financial
Missouri
$12.8M +$909K +46,508 +8%
IAS
28
IMA Advisory Services
Colorado
$12.2M +$166K +8,506 +1%
AUB
29
Atlantic Union Bankshares
Virginia
$12M +$1.78M +90,877 +18%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$11M +$402K +20,539 +4%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$10.9M +$728K +37,233 +7%
IF
32
Ironwood Financial
Arizona
$10.1M +$1.09M +55,667 +12%
Truist Financial
33
Truist Financial
North Carolina
$9.87M +$8.58M +438,591 +707%
CPC
34
Cookson Peirce & Co
Pennsylvania
$9.78M +$190K +9,716 +2%
Ameriprise
35
Ameriprise
Minnesota
$9.65M +$2.09K +107 +0%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$9.31M +$6.23M +318,717 +208%
CCG
37
Chatham Capital Group
Georgia
$9.14M +$39.1K +2,000 +0.4%
EB
38
Eastern Bank
Massachusetts
$8.67M -$22.9M -1,173,049 -73%
Citadel Advisors
39
Citadel Advisors
Florida
$8.41M +$8.34M +426,479 New
Lido Advisors
40
Lido Advisors
California
$8.41M -$13.4K -684 -0.2%
HIP
41
HUB Investment Partners
Texas
$8.23M +$423K +21,645 +5%
CAM
42
Clark Asset Management
New Hampshire
$8.16M +$2.02M +103,560 +33%
MA
43
MONECO Advisors
Connecticut
$8.13M +$4.11M +210,241 +104%
GGI
44
GPM Growth Investors
Michigan
$8.06M -$355K -18,163 -4%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$8.01M +$1.31M +67,237 +20%
GB
46
Goepper Burkhardt
South Carolina
$7.95M +$1.6M +81,775 +25%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$7.87M -$3.09M -158,034 -28%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$7.78M +$610K +31,220 +9%
SPA
49
Sentinel Pension Advisors
Massachusetts
$7.71M -$256K -13,081 -3%
HighTower Advisors
50
HighTower Advisors
Illinois
$7.23M +$169K +8,663 +2%

BSCR Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q3 2024, worth a combined $1.64B — up 15% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCR positions and 11 closed out — a net gain of 24 holders — while 181 added to existing stakes and 39 trimmed.

The largest buyer was Manchester Financial, adding an estimated $27.4M. The largest seller was Eastern Bank, cutting an estimated $22.9M.

  • 292 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q3 2024, up from 271 in Q2 2024.
  • Funds reported $1.64B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q3 2024 and 11 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q3 2024 was Manchester Financial, an estimated $27.4M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q3 2024 was Eastern Bank, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2024.