We are live on ! Find out more
BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

254 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, 150 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 46

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.22B → $1.32B (+$99.7M)

3% more funds holding

Funds holding: 247 → 254 (+7)

9.64% less ownership

Funds ownership: 85.35% → 75.71% (-9.6%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
3.66%
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
150
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$46.8M
2
LPL Financial
LPL Financial
California
+$31.5M
3
HBT
Hills Bank & Trust
Iowa
+$20.1M
4
AIM
Anchor Investment Management
South Carolina
+$14.5M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$13.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$123M
2
SFG
Sterling Financial Group
California
-$11.3M
3
MFWM
Motley Fool Wealth Management
Virginia
-$6.95M
4
LPT
Legacy Private Trust
Wisconsin
-$5.41M
5
PA
Procyon Advisors
Connecticut
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$667K +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 +$855K +44,242 +23%
VIM
58
Vista Investment Management
Pennsylvania
$4.47M +$206K +10,638 +5%
LPT
59
Legacy Private Trust
Wisconsin
$4.12M -$5.41M -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 +$370K +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 +$857K +44,332 +29%
CCP
66
Carmel Capital Partners
California
$3.78M +$588K +30,410 +18%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$3.69M +$2.33M +120,386 +169%
KAS
68
Kestra Advisory Services
Texas
$3.67M +$657K +33,995 +22%
MOS
69
MGO One Seven
Ohio
$3.63M +$326K +16,862 +10%
LWA
70
Ledgewood Wealth Advisors
New Hampshire
$3.62M +$116K +5,981 +3%
AFA
71
AA Financial Advisors
Ohio
$3.55M +$3.56M +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 +$137K +7,066 +4%
1 2
3
4 5

BSCR Hedge Fund Activity: Q1 2024 in Review

254 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2024, worth a combined $1.32B — up 8.2% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSCR positions and 21 closed out — a net gain of 11 holders — while 150 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $123M.

  • 254 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2024, up from 247 in Q4 2023.
  • Funds reported $1.32B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 32 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2024 and 21 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $46.8M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2024.