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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$15.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$9.41M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.13M |
| 4 |
PV
Private Vista
Chicago,
Illinois
|
+$3.02M |
| 5 |
Morgan Stanley
New York
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cribstone Capital Management
Augusta,
Maine
|
-$1.37M |
| 2 |
FCB
First Command Bank
Fort Worth,
Texas
|
-$996K |
| 3 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
-$996K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$438K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$227K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | +$624 | +30 | New |
|
|
PMFA
52
Plante Moran Financial Advisors
Southfield,
Michigan
| $1K | +$998 | +48 | New |
|
|
FCB
53
First Command Bank
Fort Worth,
Texas
| – | -$996K | -47,536 | Closed |
|
|
FCFS
54
First Command Financial Services
Fort Worth,
Texas
| – | -$996K | -47,536 | Closed |
|
|
55
HighTower Advisors
Chicago,
Illinois
| – | -$227K | -10,836 | Closed |
|
|
PWP
56
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$22K | -1,040 | Closed |
|
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.