BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Overview Fund Activity

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 26 funds opening new positions, 106 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
182
Holders Change
+15
Holders Change %
+8.98%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
106
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Avior Wealth Management
Nebraska
$12.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$59.4M
3
Wells Fargo
3
Wells Fargo
California
$35.7M
4
CG
4
Colony Group
Massachusetts
$10.4M
5
Lido Advisors
5
Lido Advisors
California
$8.81M

Top Sellers

1
MFWM
1
Motley Fool Wealth Management
Virginia
$19.5M
2
Jane Street
2
Jane Street
New York
$4.98M
3
KAS
3
Kestra Advisory Services
Texas
$2.43M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$13.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$2.3M -$187K -9,677 -8%
Stifel Financial
52
Stifel Financial
Missouri
$2.2M +$239K +12,384 +12%
CAM
53
Clark Asset Management
New Hampshire
$2.11M +$155K +8,053 +8%
SFA
54
Souders Financial Advisors
Ohio
$2.03M +$115K +5,933 +6%
IWM
55
IHT Wealth Management
Illinois
$1.97M +$336K +17,418 +21%
PAG
56
Private Advisor Group
New Jersey
$1.93M +$267K +13,823 +16%
FAG
57
Financial Advisory Group
Texas
$1.87M +$92.1K +4,770 +5%
GIA
58
Gladstone Institutional Advisory
Florida
$1.81M +$39.7K +2,058 +2%
CTA
59
Colonial Trust Advisors
South Carolina
$1.75M +$54.3K +2,815 +3%
BFA
60
Beaumont Financial Advisors
Massachusetts
$1.67M -$53.4K -2,765 -3%
PMG
61
ProVise Management Group
Florida
$1.65M +$937K +48,535 +132%
NPP
62
New Potomac Partners
Maryland
$1.64M +$223K +11,555 +16%
WIC
63
Woodmont Investment Counsel
Tennessee
$1.54M +$1.25M +64,905 +440%
SIC
64
SFE Investment Counsel
California
$1.5M +$374K +19,306 +33%
RC
65
Roundview Capital
New Jersey
$1.5M +$167K +8,639 +12%
KIG
66
Kessler Investment Group
Indiana
$1.47M +$64.8K +3,358 +5%
GCM
67
G2 Capital Management
Ohio
$1.45M +$12.5K +649 +0.9%
ECM
68
Exchange Capital Management
Michigan
$1.42M +$94.6K +4,902 +7%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$1.42M +$384K +19,886 +37%
AA
70
Addison Advisors
Vermont
$1.33M +$698K +36,137 +111%
SCA
71
Stonebridge Capital Advisors
Minnesota
$1.32M +$881K +45,640 +200%
SWM
72
Segment Wealth Management
Texas
$1.28M – – –
SAM
73
Sawgrass Asset Management
Florida
$1.17M +$4.02K +208 +0.3%
PFS
74
Prospera Financial Services
Texas
$1.1M +$39.9K +2,065 +4%
VDI
75
Vaughan David Investments
Illinois
$1.06M +$445K +23,044 +73%
1 2
3
4 5