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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

271 hedge funds and large institutions have $1.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 156 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 49

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

8% more capital invested

Capital invested by funds: $1.32B → $1.42B (+$106M)

7% more funds holding

Funds holding: 254 → 271 (+17)

1.5% less ownership

Funds ownership: 75.71% → 74.21% (-1.5%)

Holders
271
Holders Change
+17
Holders Change %
+6.69%
% of All Funds
3.91%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
36
Increased
156
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$46.3M
2
RJA
Raymond James & Associates
Florida
+$17.2M
3
4WM
49 Wealth Management
Texas
+$12.8M
4
MF
Manchester Financial
California
+$11.9M
5
KAS
Kestra Advisory Services
Texas
+$8.98M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$18.5M
2
Jane Street
Jane Street
New York
-$14.2M
3
Ameriprise
Ameriprise
Minnesota
-$3.71M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.69M
5
GLA
Good Life Advisors
Pennsylvania
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
51
Atria Investments
North Carolina
$6.07M -$40.5K -2,108 -0.7%
CAM
52
Clark Asset Management
New Hampshire
$5.96M +$1.02M +52,996 +21%
MWM
53
Marietta Wealth Management
Georgia
$5.78M +$48.5K +2,525 +0.8%
HCM
54
Hengehold Capital Management
Ohio
$5.69M +$123K +6,420 +2%
CIC
55
Carnegie Investment Counsel
Ohio
$5.34M -$108K -5,629 -2%
FC
56
FCA Corp
Texas
$4.94M +$75.4K +3,930 +2%
NA
57
NewEdge Advisors
Louisiana
$4.91M +$291K +15,160 +6%
AFA
58
AA Financial Advisors
Ohio
$4.9M +$1.36M +70,982 +39%
BWM
59
BCS Wealth Management
Tennessee
$4.59M +$820K +42,738 +22%
MCB
60
Morton Community Bank
Illinois
$4.41M +$314K +16,385 +8%
Jane Street
61
Jane Street
New York
$4.32M -$14.2M -740,622 -77%
VIM
62
Vista Investment Management
Pennsylvania
$4.31M -$143K -7,464 -3%
TC
63
Trilogy Capital
California
$4.27M -$512K -26,654 -11%
CCP
64
Carmel Capital Partners
California
$4.2M +$432K +22,513 +11%
PWA
65
Provenance Wealth Advisors
Florida
$4.02M +$4.01M +209,161 New
SFA
66
Souders Financial Advisors
Ohio
$3.96M +$135K +7,049 +4%
LWA
67
Ledgewood Wealth Advisors
New Hampshire
$3.91M +$295K +15,374 +8%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.9M +$115K +5,981 +3%
MA
69
MONECO Advisors
Connecticut
$3.88M +$2.26M +117,551 +139%
GLA
70
Good Life Advisors
Pennsylvania
$3.82M -$2.53M -131,881 -40%
MOS
71
MGO One Seven
Ohio
$3.76M +$136K +7,100 +4%
BFG
72
Berger Financial Group
Minnesota
$3.71M +$502K +26,180 +16%
MC
73
McCarthy & Cox
Ohio
$3.7M +$173K +9,011 +5%
IWC
74
Integrated Wealth Concepts
Massachusetts
$3.59M -$203K -10,572 -5%
PMG
75
ProVise Management Group
Florida
$3.39M +$578K +30,100 +21%
1 2
3
4 5

BSCR Hedge Fund Activity: Q2 2024 in Review

271 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q2 2024, worth a combined $1.42B — up 8.1% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BSCR positions and 15 closed out — a net gain of 21 holders — while 156 added to existing stakes and 49 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.3M. The largest seller was Bank of America, cutting an estimated $18.5M.

  • 271 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q2 2024, up from 254 in Q1 2024.
  • Funds reported $1.42B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q2 2024, up 8.1% quarter-over-quarter.
  • 36 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q2 2024 and 15 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.3M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q2 2024 was Bank of America, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2024.