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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

80 hedge funds and large institutions have $219M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $199M → $219M (+$20.2M)

1% more funds holding

Funds holding: 79 → 80 (+1)

1.97% less ownership

Funds ownership: 73.04% → 71.08% (-2%)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
40
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$10.7M
2
Morgan Stanley
Morgan Stanley
New York
+$3.24M
3
1IA
1834 Investment Advisors
Wisconsin
+$2.29M
4
EB
Eastern Bank
Massachusetts
+$2.22M
5
Bank of America
Bank of America
North Carolina
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.78M
2
ADL
Asset Dedication LLC
California
-$1.98M
3
Wolverine Trading
Wolverine Trading
Illinois
-$1.85M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$364K
5
HIP
HUB Investment Partners
Texas
-$344K
Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
51
Wealthspire Advisors (New York)
New York
$265K +$270K +12,257 New
HH
52
Hilltop Holdings
Texas
$264K – – –
TPW
53
Tiller Private Wealth
Pennsylvania
$248K – – –
CPIG
54
Chicago Partners Investment Group
Illinois
$240K -$289K -13,085 -54%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$232K +$238K +10,772 New
MML Investors Services
56
MML Investors Services
Massachusetts
$224K +$860 +39 +0.4%
LWA
57
Lineweaver Wealth Advisors
Ohio
$221K – – –
TA
58
TrueWealth Advisors
Alabama
$213K -$8.82K -400 -4%
FCA
59
FinTrust Capital Advisors
South Carolina
$209K – – –
AIP
60
Ameritas Investment Partners
Nebraska
$202K +$41K +1,857 +25%
SBL
61
Sargent Bickham Lagudis
Colorado
$190K – – –
FHA
62
First Horizon Advisors
Tennessee
$150K -$84.7K -3,840 -36%
IBOK
63
Independence Bank of Kentucky
Kentucky
$115K – – –
TLFA
64
True Link Financial Advisors
California
$71K – – –
GWM
65
Geneos Wealth Management
Colorado
$63K – – –
HI
66
Harbour Investments
Wisconsin
$56K +$57.4K +2,600 New
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$54K – – –
GI
68
GS Investments
Minnesota
$48K – – –
AF
69
Advisornet Financial
Minnesota
$38K – – –
ST
70
Smithfield Trust
Pennsylvania
$26K +$905 +41 +3%
SFPG
71
Stonebridge Financial Planning Group
Florida
$26K +$26.5K +1,201 New
KFI
72
Key Financial Inc
Pennsylvania
$25K – – –
VNA
73
Valley National Advisers
Pennsylvania
$24K – – –
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$17K +$17.4K +790 New
HFA
75
HC Financial Advisors
California
$13K – – –
1 2
3
4

BSCR Hedge Fund Activity: Q1 2021 in Review

80 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2021, worth a combined $219M — up 10% from $199M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSCR positions and 6 closed out — a net gain of 4 holders — while 40 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.7M. The largest seller was Citadel Advisors, cutting an estimated $2.78M.

  • 80 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2021, up from 79 in Q4 2020.
  • Funds reported $219M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2021, up 10% quarter-over-quarter.
  • 10 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2021 and 6 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2021 was Wells Fargo, an estimated $10.7M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2021 was Citadel Advisors, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2021.