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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

330 hedge funds and large institutions have $1.87B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 53

196% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 23

36% more funds holding in top 10

Funds holding in top 10: 14 → 19 (+5)

14% more capital invested

Capital invested by funds: $1.64B → $1.87B (+$231M)

13% more funds holding

Funds holding: 292 → 330 (+38)

2.18% more ownership

Funds ownership: 74.35% → 76.54% (+2.2%)

Holders
330
Holders Change
+38
Holders Change %
+13.01%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
68
Increased
176
Reduced
53
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
MAI Capital Management
Ohio
+$39.7M
2
IAA
Independent Advisor Alliance
North Carolina
+$18.2M
3
Wells Fargo
Wells Fargo
California
+$15.7M
4
CWM
Cornerstone Wealth Management
Missouri
+$11.6M
5
LPL Financial
LPL Financial
California
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$10.1M
2
MFWM
Motley Fool Wealth Management
Virginia
-$8.06M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.39M
4
MF
Manchester Financial
California
-$5.29M
5
GLA
Good Life Advisors
Pennsylvania
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
51
Summit Investment Advisors
Maryland
$7.91M +$7.93M +405,809 New
HighTower Advisors
52
HighTower Advisors
Illinois
$7.62M +$468K +23,947 +7%
VDI
53
Vaughan David Investments
Illinois
$7.55M +$551K +28,187 +8%
SPWM
54
Straight Path Wealth Management
Michigan
$7.39M +$505K +25,846 +7%
SPA
55
Sentinel Pension Advisors
Massachusetts
$7.39M -$226K -11,578 -3%
BWM
56
BCS Wealth Management
Tennessee
$7.24M +$1.13M +58,016 +19%
SNWA
57
Siligmueller & Norvid Wealth Advisors
Illinois
$7.19M +$7.21M +369,249 New
HCM
58
Hengehold Capital Management
Ohio
$7.02M +$876K +44,835 +14%
PAG
59
Private Advisor Group
New Jersey
$6.97M +$351K +17,958 +5%
HIP
60
HUB Investment Partners
Texas
$6.84M -$1.29M -66,064 -16%
SS
61
Sound Stewardship
Kansas
$6.81M +$131K +6,695 +2%
SA
62
Sanctuary Advisors
Indiana
$6.69M +$1.31M +67,026 +24%
Renaissance Technologies
63
Renaissance Technologies
New York
$6.29M +$2.45M +125,500 +64%
RSC
64
Red Spruce Capital
Pennsylvania
$6.2M -$415K -21,221 -6%
OSNBOA
65
Old Second National Bank of Aurora
Illinois
$6.07M +$5.86M +300,019 +2,582%
MFWM
66
Motley Fool Wealth Management
Virginia
$6M -$8.06M -412,576 -57%
MWM
67
Marietta Wealth Management
Georgia
$5.98M +$31.2K +1,596 +0.5%
CIC
68
Carnegie Investment Counsel
Ohio
$5.82M +$76.8K +3,929 +1%
EH
69
Equitable Holdings
New York
$5.54M +$620K +31,747 +13%
LWA
70
Ledgewood Wealth Advisors
New Hampshire
$5.45M +$839K +42,957 +18%
FC
71
FCA Corp
Texas
$5.25M +$70.9K +3,630 +1%
EB
72
Eastern Bank
Massachusetts
$5.23M -$3.35M -171,485 -39%
CCP
73
Carmel Capital Partners
California
$5.11M +$278K +14,237 +6%
MCB
74
Morton Community Bank
Illinois
$5M +$326K +16,667 +7%
IWC
75
Integrated Wealth Concepts
Massachusetts
$4.99M +$370K +18,952 +8%
1 2
3
4 5

BSCR Hedge Fund Activity: Q4 2024 in Review

330 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2024, worth a combined $1.87B — up 14% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new BSCR positions and 23 closed out — a net gain of 45 holders — while 176 added to existing stakes and 53 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $39.7M. The largest seller was Kestra Advisory Services, cutting an estimated $10.1M.

  • 330 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2024, up from 292 in Q3 2024.
  • Funds reported $1.87B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 68 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2024 and 23 closed out, a net change of +45 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2024 was MAI Capital Management, an estimated $39.7M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2024.