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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

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: 64 → 79 (+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
–

Top Buyers

Rank Fund Capital Flow
1
1IA
1834 Investment Advisors
Wisconsin
+$3.99M
2
CG
Colony Group
Massachusetts
+$3.86M
3
Wells Fargo
Wells Fargo
California
+$3.68M
4
BAM
Bruderman Asset Management
New York
+$2.42M
5
NCM
Novare Capital Management
North Carolina
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
-$2.51M
2
Morgan Stanley
Morgan Stanley
New York
-$1.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.09M
4
Citadel Advisors
Citadel Advisors
Florida
-$842K
5
BFA
Beaumont Financial Advisors
Massachusetts
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
51
Hilltop Holdings
Texas
$273K +$15.5K +702 +6%
Comerica Bank
52
Comerica Bank
Texas
$270K – – –
TPW
53
Tiller Private Wealth
Pennsylvania
$257K – – –
FHA
54
First Horizon Advisors
Tennessee
$242K +$37.6K +1,700 +19%
ISB
55
Iowa State Bank
Iowa
$234K +$232K +10,456 New
SWM
56
Segment Wealth Management
Texas
$233K +$230K +10,385 New
MML Investors Services
57
MML Investors Services
Massachusetts
$231K +$886 +40 +0.4%
LWA
58
Lineweaver Wealth Advisors
Ohio
$229K +$227K +10,244 New
TA
59
TrueWealth Advisors
Alabama
$226K +$225K +10,166 New
FCA
60
FinTrust Capital Advisors
South Carolina
$217K -$3.25K -147 -1%
RFWA
61
RPg Family Wealth Advisory
Massachusetts
$213K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$210K +$70.5K +3,185 +51%
SBL
63
Sargent Bickham Lagudis
Colorado
$197K -$321K -14,485 -62%
AIP
64
Ameritas Investment Partners
Nebraska
$168K +$92K +4,153 +124%
IBOK
65
Independence Bank of Kentucky
Kentucky
$119K – – –
OFG
66
Oxford Financial Group
Indiana
$91K +$89.8K +4,056 New
TLFA
67
True Link Financial Advisors
California
$74K +$72.6K +3,277 New
GWM
68
Geneos Wealth Management
Colorado
$63K +$54.5K +2,463 +547%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$56K – – –
GI
70
GS Investments
Minnesota
$49K – – –
AF
71
Advisornet Financial
Minnesota
$40K – – –
BII
72
Bainco International Investors
Massachusetts
$36K +$35.4K +1,600 New
ST
73
Smithfield Trust
Pennsylvania
$26K -$443 -20 -2%
KFI
74
Key Financial Inc
Pennsylvania
$26K +$25.7K +1,160 New
VNA
75
Valley National Advisers
Pennsylvania
$25K – – –
1 2
3
4

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.