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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

83 hedge funds and large institutions have $249M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 13

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

6% more funds holding

Funds holding: 78 → 83 (+5)

5% more capital invested

Capital invested by funds: $238M → $249M (+$11.8M)

0.32% less ownership

Funds ownership: 70.19% → 69.87% (-0.32%)

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
45
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.86M
2
NCM
Novare Capital Management
North Carolina
+$4.21M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.22M
4
BAM
Bruderman Asset Management
New York
+$2.33M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
1IA
1834 Investment Advisors
Wisconsin
-$6.56M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.97M
3
CG
Colony Group
Massachusetts
-$2.98M
4
YIA
YHB Investment Advisors
Connecticut
-$703K
5
Wells Fargo
Wells Fargo
California
-$319K
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
76
Valley National Advisers
Pennsylvania
$25K – – –
PWM
77
Prentice Wealth Management
New York
$24K +$24.6K +1,119 New
VCM
78
Vigilant Capital Management
Maine
$14K – – –
OCM
79
Orion Capital Management
California
$11K – – –
WBC
80
West Branch Capital
Massachusetts
$11K – – –
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$11K +500 New
TLFA
82
True Link Financial Advisors
California
$7K – – –
CCM
83
Cribstone Capital Management
Maine
$6K – – –
TA
84
TrueWealth Advisors
Alabama
– -$204K -9,323 Closed
HFA
85
HC Financial Advisors
California
– -$13K -602 Closed
PWP
86
Personal Wealth Partners
Minnesota
– -$13K -590 Closed
AWA
87
Arkadios Wealth Advisors
Georgia
– -$5K -248 Closed
1 2 3
4

BSCR Hedge Fund Activity: Q3 2021 in Review

83 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q3 2021, worth a combined $249M — up 5% from $238M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSCR positions and 4 closed out — a net gain of 5 holders — while 45 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.86M. The largest seller was 1834 Investment Advisors, cutting an estimated $6.56M.

  • 83 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q3 2021, up from 78 in Q2 2021.
  • Funds reported $249M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q3 2021 and 4 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q3 2021 was Morgan Stanley, an estimated $5.86M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q3 2021 was 1834 Investment Advisors, an estimated $6.56M sold.

Based on aggregated 13F filings for Q3 2021.