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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

247 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

184% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 45

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

46% more capital invested

Capital invested by funds: $832M → $1.22B (+$384M)

18% more funds holding

Funds holding: 210 → 247 (+37)

8.6% more ownership

Funds ownership: 76.75% → 85.35% (+8.6%)

Holders
247
Holders Change
+37
Holders Change %
+17.62%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
52
Increased
128
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$155M
2
Bank of America
Bank of America
North Carolina
+$29.1M
3
RMDI
R.M. Davis Inc
Maine
+$19.6M
4
HBT
Hills Bank & Trust
Iowa
+$17.8M
5
UBS Group
UBS Group
Switzerland
+$14.5M

Top Sellers

Rank Fund Capital Flow
1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$11.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$7.57M
3
NWM
Northcape Wealth Management
New York
-$5.35M
4
HWA
Heartwood Wealth Advisors
Virginia
-$3.39M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
51
Straight Path Wealth Management
Michigan
$4.68M +$3.5M +184,525 +329%
NA
52
NewEdge Advisors
Louisiana
$4.49M +$45.3K +2,392 +1%
CAM
53
Clark Asset Management
New Hampshire
$4.33M +$1.14M +60,228 +37%
VIM
54
Vista Investment Management
Pennsylvania
$4.3M +$626K +33,032 +18%
HWM
55
Horizons Wealth Management
North Carolina
$3.98M +$261K +13,748 +7%
AI
56
Atria Investments
North Carolina
$3.92M +$12K +632 +0.3%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$3.79M +$825K +43,520 +29%
LWA
58
Ledgewood Wealth Advisors
New Hampshire
$3.54M +$3.45M +181,893 New
IWC
59
Integrated Wealth Concepts
Massachusetts
$3.47M -$568K -29,984 -14%
MOS
60
MGO One Seven
Ohio
$3.34M +$2.43M +128,260 +296%
MGIA
61
Matthew Goff Investment Advisor
Texas
$3.28M +$808K +42,626 +34%
CCP
62
Carmel Capital Partners
California
$3.22M +$3.14M +165,573 New
KMC
63
Kirr Marbach & Co
Indiana
$3.13M +$8.72K +460 +0.3%
BFG
64
Berger Financial Group
Minnesota
$3.1M +$2.01M +106,059 +198%
NCM
65
Novare Capital Management
North Carolina
$3.07M -$224K -11,835 -7%
KAS
66
Kestra Advisory Services
Texas
$3.04M +$1.46M +77,135 +97%
R
67
Rebalance
California
$3M +$2.92M +154,320 New
BWM
68
BCS Wealth Management
Tennessee
$2.95M +$2.18M +115,275 +316%
MCB
69
Morton Community Bank
Illinois
$2.94M +$2.86M +150,920 New
EWA
70
EP Wealth Advisors
California
$2.92M -$5.04K -266 -0.2%
DWM
71
Denver Wealth Management
Colorado
$2.81M +$260K +13,717 +10%
AA
72
Addison Advisors
Vermont
$2.67M +$305K +16,093 +13%
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.66M +$327K +17,228 +14%
SIC
74
SFE Investment Counsel
California
$2.65M +$482K +25,424 +23%
AIM
75
Aspen Investment Management
Michigan
$2.56M +$2.49M +131,380 New
1 2
3
4 5

BSCR Hedge Fund Activity: Q4 2023 in Review

247 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2023, worth a combined $1.22B — up 46% from $832M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BSCR positions and 13 closed out — a net gain of 39 holders — while 128 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Legacy Financial Group (Iowa), cutting an estimated $11.8M.

  • 247 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2023, up from 210 in Q3 2023.
  • Funds reported $1.22B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2023, up 46% quarter-over-quarter.
  • 52 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2023 and 13 closed out, a net change of +39 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $155M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2023 was Legacy Financial Group (Iowa), an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2023.