BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Overview Fund Activity

252 hedge funds and large institutions have $1.32B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 46 reducing their positions, and 21 closing their positions.

Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
3.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
148
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$98.1M
2
LPL Financial
2
LPL Financial
California
$69.3M
3
HBT
3
Hills Bank & Trust
Iowa
$38.2M
4
AIM
4
Anchor Investment Management
South Carolina
$14.7M
5
Legacy Financial Group (Iowa)
5
Legacy Financial Group (Iowa)
Iowa
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$155M
2
SFG
2
Sterling Financial Group
California
$855K
3
MFWM
3
Motley Fool Wealth Management
Virginia
$14.3M
4
LPT
4
Legacy Private Trust
Wisconsin
$4.12M
5
PA
5
Procyon Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
51
Carnegie Investment Counsel
Ohio
$5.47M +$361K +18,698 +7%
LC
52
Legacy CG
Texas
$5.04M +$229K +11,872 +5%
CAM
53
Clark Asset Management
New Hampshire
$4.96M +$666K +34,523 +16%
FC
54
FCA Corp
Texas
$4.88M +$123K +6,383 +3%
TC
55
Trilogy Capital
California
$4.8M -$293K -15,170 -6%
NA
56
NewEdge Advisors
Louisiana
$4.64M +$185K +9,568 +4%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$4.61M +$853K +44,242 +23%
VIM
58
Vista Investment Management
Pennsylvania
$4.47M +$205K +10,638 +5%
LPT
59
Legacy Private Trust
Wisconsin
$4.12M -$5.4M -279,743 -57%
MCB
60
Morton Community Bank
Illinois
$4.11M +$1.2M +62,015 +41%
HWM
61
Horizons Wealth Management
North Carolina
$3.98M – – –
SFA
62
Souders Financial Advisors
Ohio
$3.84M +$1.51M +78,069 +64%
IWC
63
Integrated Wealth Concepts
Massachusetts
$3.8M +$369K +19,127 +11%
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.79M +$1.16M +60,071 +44%
BWM
65
BCS Wealth Management
Tennessee
$3.78M +$855K +44,332 +29%
CCP
66
Carmel Capital Partners
California
$3.78M +$587K +30,410 +18%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$3.69M +$2.32M +120,386 +169%
KAS
68
Kestra Advisory Services
Texas
$3.67M +$656K +33,995 +22%
MOS
69
MGO One Seven
Ohio
$3.63M +$325K +16,862 +10%
LWA
70
Ledgewood Wealth Advisors
New Hampshire
$3.62M +$115K +5,981 +3%
AFA
71
AA Financial Advisors
Ohio
$3.55M +$3.55M +184,213 New
MC
72
McCarthy & Cox
Ohio
$3.54M +$3.54M +183,462 New
R
73
Rebalance
California
$3.24M +$264K +13,685 +9%
MGIA
74
Matthew Goff Investment Advisor
Texas
$3.23M -$17.1K -886 -0.5%
BFG
75
Berger Financial Group
Minnesota
$3.21M +$136K +7,066 +4%
1 2
3
4 5