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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

98 hedge funds and large institutions have $292M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

3% more capital invested

Capital invested by funds: $282M → $292M (+$9.57M)

0% more funds holding

Funds holding: 98 → 98 (0)

2.12% less ownership

Funds ownership: 74.57% → 72.45% (-2.1%)

Holders
98
Holders Change
–
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
39
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$23.4M
2
KMC
Kirr Marbach & Co
Indiana
+$6.06M
3
UBS Group
UBS Group
Switzerland
+$4.95M
4
EB
Eastern Bank
Massachusetts
+$4.44M
5
HIP
HUB Investment Partners
Texas
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.34M
3
Wells Fargo
Wells Fargo
California
-$3.85M
4
Morgan Stanley
Morgan Stanley
New York
-$2.84M
5
YIA
YHB Investment Advisors
Connecticut
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Silverlake Wealth Management
Vermont
$456K +$478 +23 +0.1%
NPP
52
New Potomac Partners
Maryland
$450K +$61.7K +2,965 +15%
CWS
53
Cypress Wealth Services
California
$421K – – –
YIA
54
YHB Investment Advisors
Connecticut
$416K -$1.21M -58,185 -74%
CFCI
55
Comprehensive Financial Consultants Institutional
Indiana
$406K -$1.12K -54 -0.3%
RT
56
Rockland Trust
Massachusetts
$406K +$418K +20,079 New
NFG
57
Nations Financial Group
Iowa
$375K +$166 +8 +0%
AIP
58
Ameritas Investment Partners
Nebraska
$366K -$23K -1,108 -6%
SPWM
59
Straight Path Wealth Management
Michigan
$354K +$10.2K +490 +3%
FNWM
60
Financial Network Wealth Management
Utah
$338K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$276K -$237K -11,381 -45%
BPA
62
Beacon Pointe Advisors
California
$273K – – –
OC
63
Oppenheimer & Co
New York
$271K -$520 -25 -0.2%
KWM
64
Kingsview Wealth Management
Oregon
$263K +$52.5K +2,526 +24%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$261K +$56.3K +2,708 +27%
FHA
66
First Horizon Advisors
Tennessee
$259K +$20.8K +1,000 +8%
RIG
67
Ramiah Investment Group
Wisconsin
$252K -$3.72K -179 -1%
VDI
68
Vaughan David Investments
Illinois
$244K +$251K +12,078 New
DADC
69
D.A. Davidson & Co
Montana
$241K +$1.52K +73 +0.6%
FAM
70
Flaharty Asset Management
Florida
$230K – – –
Invesco
71
Invesco
Georgia
$227K -$313K -15,048 -57%
FFIC
72
First Fiduciary Investment Counsel
Ohio
$226K – – –
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$216K -$29.9K -1,436 -12%
FCB
74
First Command Bank
Texas
$216K -$4.37K -210 -2%
FCFS
75
First Command Financial Services
Texas
$216K – – –
1 2
3
4 5

BSCR Hedge Fund Activity: Q1 2022 in Review

98 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2022, worth a combined $292M — up 3.4% from $282M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSCR positions and 14 closed out — a net gain of 1 holder — while 39 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $23.4M. The largest seller was Bank of America, cutting an estimated $10.3M.

  • 98 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $292M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2022, up 3.4% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2022 and 14 closed out, a net change of +1 holder.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $23.4M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2022 was Bank of America, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2022.