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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

182 hedge funds and large institutions have $637M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 105 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

275% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 28

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

24% more capital invested

Capital invested by funds: $512M → $637M (+$125M)

10% more funds holding

Funds holding: 166 → 182 (+16)

2.85% less ownership

Funds ownership: 76.64% → 73.79% (-2.8%)

Holders
182
Holders Change
+16
Holders Change %
+9.64%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
105
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Avior Wealth Management
Nebraska
+$12M
2
Morgan Stanley
Morgan Stanley
New York
+$9.76M
3
Wells Fargo
Wells Fargo
California
+$7.52M
4
CG
Colony Group
Massachusetts
+$7.37M
5
Lido Advisors
Lido Advisors
California
+$6.32M

Top Sellers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
-$2.95M
2
Jane Street
Jane Street
New York
-$2.23M
3
KAS
Kestra Advisory Services
Texas
-$1.61M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$652K
5
LNC
Lincoln National Corp
Pennsylvania
-$621K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$2.3M -$185K -9,677 -8%
Stifel Financial
52
Stifel Financial
Missouri
$2.2M +$237K +12,384 +12%
CAM
53
Clark Asset Management
New Hampshire
$2.11M +$154K +8,053 +8%
SFA
54
Souders Financial Advisors
Ohio
$2.03M +$114K +5,933 +6%
IWM
55
IHT Wealth Management
Illinois
$1.97M +$334K +17,418 +21%
PAG
56
Private Advisor Group
New Jersey
$1.93M +$265K +13,823 +16%
FAG
57
Financial Advisory Group
Texas
$1.87M +$91.4K +4,770 +5%
GIA
58
Gladstone Institutional Advisory
Florida
$1.81M +$39.4K +2,058 +2%
CTA
59
Colonial Trust Advisors
South Carolina
$1.75M +$54K +2,815 +3%
BFA
60
Beaumont Financial Advisors
Massachusetts
$1.67M -$53K -2,765 -3%
PMG
61
ProVise Management Group
Florida
$1.65M +$930K +48,535 +132%
NPP
62
New Potomac Partners
Maryland
$1.64M +$221K +11,555 +16%
WIC
63
Woodmont Investment Counsel
Tennessee
$1.54M +$1.24M +64,905 +440%
SIC
64
SFE Investment Counsel
California
$1.5M +$370K +19,306 +33%
RC
65
Roundview Capital
New Jersey
$1.5M +$166K +8,639 +12%
KIG
66
Kessler Investment Group
Indiana
$1.47M +$64.4K +3,358 +5%
GCM
67
G2 Capital Management
Ohio
$1.45M +$12.4K +649 +0.9%
ECM
68
Exchange Capital Management
Michigan
$1.42M +$94K +4,902 +7%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$1.42M +$381K +19,886 +37%
AA
70
Addison Advisors
Vermont
$1.33M +$693K +36,137 +111%
SCA
71
Stonebridge Capital Advisors
Minnesota
$1.32M +$875K +45,640 +200%
SWM
72
Segment Wealth Management
Texas
$1.28M – – –
SAM
73
Sawgrass Asset Management
Florida
$1.17M +$3.99K +208 +0.3%
PFS
74
Prospera Financial Services
Texas
$1.1M +$39.6K +2,065 +4%
VDI
75
Vaughan David Investments
Illinois
$1.05M +$442K +23,044 +73%
1 2
3
4 5

BSCR Hedge Fund Activity: Q1 2023 in Review

182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2023, worth a combined $637M — up 24% from $512M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSCR positions and 6 closed out — a net gain of 21 holders — while 105 added to existing stakes and 28 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $12M. The largest seller was Motley Fool Wealth Management, cutting an estimated $2.95M.

  • 182 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2023, up from 166 in Q4 2022.
  • Funds reported $637M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2023, up 24% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2023 and 6 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2023 was Avior Wealth Management, an estimated $12M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2023 was Motley Fool Wealth Management, an estimated $2.95M sold.

Based on aggregated 13F filings for Q1 2023.