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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

83 hedge funds and large institutions have $249M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 13

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

6% more funds holding

Funds holding: 78 → 83 (+5)

5% more capital invested

Capital invested by funds: $238M → $249M (+$11.8M)

0.32% less ownership

Funds ownership: 70.19% → 69.87% (-0.32%)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
45
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.86M
2
NCM
Novare Capital Management
North Carolina
+$4.21M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.22M
4
BAM
Bruderman Asset Management
New York
+$2.33M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
1IA
1834 Investment Advisors
Wisconsin
-$6.56M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.97M
3
CG
Colony Group
Massachusetts
-$2.98M
4
YIA
YHB Investment Advisors
Connecticut
-$703K
5
Wells Fargo
Wells Fargo
California
-$319K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
51
Lineweaver Wealth Advisors
Ohio
$325K +$102K +4,653 +45%
HH
52
Hilltop Holdings
Texas
$312K +$9.99K +454 +3%
OC
53
Oppenheimer & Co
New York
$312K +$314K +14,289 New
CA
54
Cetera Advisors
Colorado
$307K +$309K +14,042 New
BPA
55
Beacon Pointe Advisors
California
$295K +$297K +13,500 New
AIP
56
Ameritas Investment Partners
Nebraska
$289K +$79.2K +3,602 +37%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$285K +$2.73K +124 +1%
FHA
58
First Horizon Advisors
Tennessee
$258K +$173K +7,850 +199%
RIG
59
Ramiah Investment Group
Wisconsin
$255K +$34.1K +1,552 +15%
TPW
60
Tiller Private Wealth
Pennsylvania
$251K – – –
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$248K -$33.1K -1,503 -12%
FAM
62
Flaharty Asset Management
Florida
$248K +$250K +11,369 New
FCB
63
First Command Bank
Texas
$238K +$2.73K +124 +1%
FCFS
64
First Command Financial Services
Texas
$238K +$2.73K +124 +1%
GI
65
GS Investments
Minnesota
$229K +$23.6K +1,075 +11%
RFWA
66
RPg Family Wealth Advisory
Massachusetts
$207K – – –
SBL
67
Sargent Bickham Lagudis
Colorado
$192K – – –
IBOK
68
Independence Bank of Kentucky
Kentucky
$136K +$10.1K +460 +8%
FCA
69
FinTrust Capital Advisors
South Carolina
$134K -$22K -1,000 -14%
HI
70
Harbour Investments
Wisconsin
$120K +$528 +24 +0.4%
GWM
71
Geneos Wealth Management
Colorado
$72K – – –
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$55K – – –
AF
73
Advisornet Financial
Minnesota
$42K +$3.85K +175 +10%
ST
74
Smithfield Trust
Pennsylvania
$27K – – –
KFI
75
Key Financial Inc
Pennsylvania
$25K – – –
1 2
3
4

BSCR Hedge Fund Activity: Q3 2021 in Review

83 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q3 2021, worth a combined $249M — up 5% from $238M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSCR positions and 4 closed out — a net gain of 5 holders — while 45 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.86M. The largest seller was 1834 Investment Advisors, cutting an estimated $6.56M.

  • 83 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q3 2021, up from 78 in Q2 2021.
  • Funds reported $249M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q3 2021 and 4 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q3 2021 was Morgan Stanley, an estimated $5.86M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q3 2021 was 1834 Investment Advisors, an estimated $6.56M sold.

Based on aggregated 13F filings for Q3 2021.