BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Overview Fund Activity

167 hedge funds and large institutions have $513M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+43
Holders Change %
+34.68%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
70
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$38.8M
2
Wells Fargo
Wells Fargo
California
$27.7M
3
HighTower Advisors
HighTower Advisors
Illinois
$17M
4
UBS Group
UBS Group
Switzerland
$21.5M
5
Morgan Stanley
Morgan Stanley
New York
$48.8M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$31.7M
2
Ameriprise
Ameriprise
Minnesota
$2.93M
3
NCM
Novare Capital Management
North Carolina
$4.63M
4
MWM
Marietta Wealth Management
Georgia
$4.92M
5
KMC
Kirr Marbach & Co
Indiana
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
51
Beaumont Financial Advisors
Massachusetts
$1.7M -$95 -5 -0%
CTA
52
Colonial Trust Advisors
South Carolina
$1.66M +$199K +10,493 +14%
IWM
53
IHT Wealth Management
Illinois
$1.61M -$345K -18,179 -18%
GCM
54
G2 Capital Management
Ohio
$1.42M +$1.42M +74,647 New
NPP
55
New Potomac Partners
Maryland
$1.4M +$414K +21,790 +42%
KIG
56
Kessler Investment Group
Indiana
$1.39M -$897K -47,236 -39%
RC
57
Roundview Capital
New Jersey
$1.31M +$1.31M +69,177 New
ECM
58
Exchange Capital Management
Michigan
$1.31M +$51.4K +2,708 +4%
IF
59
Ironwood Financial
Arizona
$1.3M +$1.3M +68,293 New
SWM
60
Segment Wealth Management
Texas
$1.26M +$651K +34,295 +107%
SAM
61
Sawgrass Asset Management
Florida
$1.15M +$607K +31,971 +113%
SIC
62
SFE Investment Counsel
California
$1.14M +$1.14M +58,296 New
NA
63
Nottingham Advisors
New York
$1.07M +$1.07M +56,072 New
PFS
64
Prospera Financial Services
Texas
$1.04M +$1.04M +54,813 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$1.02M +$1.02M +53,494 New
DWM
66
Denver Wealth Management
Colorado
$1.01M -$7.3K -384 -0.7%
AC
67
Apella Capital
Connecticut
$986K +$477K +25,090 +93%
BCFS
68
Butensky & Cohen Financial Security
Florida
$963K +$32.7K +1,722 +4%
VWA
69
V Wealth Advisors
Kansas
$944K – – –
AR
70
Apeiron RIA
Texas
$828K +$828K +43,614 New
MML Investors Services
71
MML Investors Services
Massachusetts
$825K +$825K +43,406 New
FAM
72
Flaharty Asset Management
Florida
$814K +$598K +31,500 +277%
SPWM
73
Straight Path Wealth Management
Michigan
$730K +$233K +12,292 +47%
CT
74
Colonial Trust
South Carolina
$722K +$380 +20 +0.1%
PMG
75
ProVise Management Group
Florida
$701K +$701K +36,905 New
1 2
3
4 5