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Invesco BulletShares 2027 Corporate Bond ETF

292 hedge funds and large institutions have $1.64B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 181 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 39

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more capital invested

Capital invested by funds: $1.42B → $1.64B (+$216M)

8% more funds holding

Funds holding: 271292 (+21)

0.15% more ownership

Funds ownership: 74.21%74.35% (+0.15%)

Holders
292
Holders Change
+21
Holders Change %
+7.75%
% of All Funds
4.19%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
35
Increased
181
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VDI
51
Vaughan David Investments
Illinois
$7.09M +$348K +17,809 +5%
GLA
52
Good Life Advisors
Pennsylvania
$7.09M +$3.14M +160,608 +81%
SPWM
53
Straight Path Wealth Management
Michigan
$6.98M +$624K +31,890 +10%
AFA
54
AA Financial Advisors
Ohio
$6.94M +$1.9M +96,984 +38%
SS
55
Sound Stewardship
Kansas
$6.76M +$508K +25,993 +8%
PAG
56
Private Advisor Group
New Jersey
$6.7M +$142K +7,274 +2%
RSC
57
Red Spruce Capital
Pennsylvania
$6.69M +$302K +15,433 +5%
HCM
58
Hengehold Capital Management
Ohio
$6.23M +$385K +19,684 +7%
BWM
59
BCS Wealth Management
Tennessee
$6.18M +$1.46M +74,624 +31%
MWM
60
Marietta Wealth Management
Georgia
$6.03M +$93.5K +4,783 +2%
CIC
61
Carnegie Investment Counsel
Ohio
$5.81M +$332K +16,999 +6%
Jane Street
62
Jane Street
New York
$5.65M +$1.2M +61,425 +27%
NA
63
NewEdge Advisors
Louisiana
$5.5M +$450K +23,027 +9%
SA
64
Sanctuary Advisors
Indiana
$5.37M +$3.55M +181,697 +192%
FC
65
FCA Corp
Texas
$5.24M +$172K +8,783 +3%
EH
66
Equitable Holdings
New York
$4.98M -$3.25M -166,459 -40%
CCP
67
Carmel Capital Partners
California
$4.9M +$582K +29,743 +14%
MCB
68
Morton Community Bank
Illinois
$4.74M +$212K +10,846 +5%
IWC
69
Integrated Wealth Concepts
Massachusetts
$4.68M +$990K +50,625 +27%
LWA
70
Ledgewood Wealth Advisors
New Hampshire
$4.67M +$655K +33,509 +16%
TC
71
Trilogy Capital
California
$4.49M +$111K +5,672 +3%
LWANC
72
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.42M +$418K +21,361 +11%
VIM
73
Vista Investment Management
Pennsylvania
$4.37M -$43.9K -2,245 -1%
HWM
74
Howard Wealth Management
Connecticut
$4.36M +$4.32M +221,104 New
SFA
75
Souders Financial Advisors
Ohio
$4.21M +$141K +7,190 +3%

BSCR Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q3 2024, worth a combined $1.64B — up 15% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCR positions and 11 closed out — a net gain of 24 holders — while 181 added to existing stakes and 39 trimmed.

The largest buyer was Manchester Financial, adding an estimated $27.4M. The largest seller was Eastern Bank, cutting an estimated $22.9M.

  • 292 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q3 2024, up from 271 in Q2 2024.
  • Funds reported $1.64B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q3 2024 and 11 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q3 2024 was Manchester Financial, an estimated $27.4M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q3 2024 was Eastern Bank, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2024.