Invesco BulletShares 2027 Corporate Bond ETF
BSCR
79 hedge funds and large institutions have $199M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 5 closing their positions.
388% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 8
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
23% more funds holding
Funds holding: 64 → 79 (+15)
20% more capital invested
Capital invested by funds: $166M → $199M (+$32.6M)
2.98% more ownership
Funds ownership: 70.06% → 73.04% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
+$3.99M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$3.86M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.68M |
| 4 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
+$2.42M |
| 5 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$2.51M |
| 2 |
Morgan Stanley
New York
|
-$1.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.09M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$842K |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$548K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIM
76
Oder Investment Management
Woodland Hills,
California
| $22K | +$21.9K | +990 | New |
|
|
HFA
77
HC Financial Advisors
Lafayette,
California
| $13K | – | – | – |
|
|
OCM
78
Orion Capital Management
Coronado,
California
| $11K | +$10.7K | +481 | New |
|
|
CCM
79
Cribstone Capital Management
Augusta,
Maine
| $6K | – | – | – |
|
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.09M | -49,644 | Closed |
|
|
BFA
81
Beaumont Financial Advisors
Needham,
Massachusetts
| – | -$548K | -24,923 | Closed |
|
|
KAS
82
Kestra Advisory Services
Austin,
Texas
| – | -$223K | -10,163 | Closed |
|
|
ASN
83
Advisory Services Network
Atlanta,
Georgia
| – | -$122K | -5,501 | Closed |
|
|
NIC
84
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$10K | -454 | Closed |
|
BSCR Hedge Fund Activity: Q4 2020 in Review
79 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2020, worth a combined $199M — up 20% from $166M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new BSCR positions and 5 closed out — a net gain of 15 holders — while 39 added to existing stakes and 8 trimmed.
The largest buyer was 1834 Investment Advisors, opening a new position worth an estimated $3.99M. The largest seller was Motley Fool Wealth Management, cutting an estimated $2.51M.
- 79 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2020, up from 64 in Q3 2020.
- Funds reported $199M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2020, up 20% quarter-over-quarter.
- 20 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2020 and 5 closed out, a net change of +15 holders.
- The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2020 was 1834 Investment Advisors, an estimated $3.99M added.
- The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2020 was Motley Fool Wealth Management, an estimated $2.51M sold.
Based on aggregated 13F filings for Q4 2020.