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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

98 hedge funds and large institutions have $292M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

3% more capital invested

Capital invested by funds: $282M → $292M (+$9.57M)

0% more funds holding

Funds holding: 98 → 98 (0)

2.12% less ownership

Funds ownership: 74.57% → 72.45% (-2.1%)

Holders
98
Holders Change
–
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
39
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$23.4M
2
KMC
Kirr Marbach & Co
Indiana
+$6.06M
3
UBS Group
UBS Group
Switzerland
+$4.95M
4
EB
Eastern Bank
Massachusetts
+$4.44M
5
HIP
HUB Investment Partners
Texas
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.34M
3
Wells Fargo
Wells Fargo
California
-$3.85M
4
Morgan Stanley
Morgan Stanley
New York
-$2.84M
5
YIA
YHB Investment Advisors
Connecticut
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
76
GS Investments
Minnesota
$215K – – –
CA
77
CGN Advisors
Kansas
$215K +$221K +10,632 New
RJT
78
Raymond James Trust
Florida
$205K – – –
RFWA
79
RPg Family Wealth Advisory
Massachusetts
$192K – – –
SBL
80
Sargent Bickham Lagudis
Colorado
$177K – – –
IBOK
81
Independence Bank of Kentucky
Kentucky
$144K +$19.2K +925 +15%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$125K +$76.7K +3,688 +147%
FCA
83
FinTrust Capital Advisors
South Carolina
$124K – – –
VCM
84
Vigilant Capital Management
Maine
$121K +$94.1K +4,525 +309%
OFG
85
Oxford Financial Group
Indiana
$82K – – –
GWM
86
Geneos Wealth Management
Colorado
$61K – – –
BHWM
87
Beaird Harris Wealth Management
Texas
$56K – – –
GI
88
Gradient Investments
Minnesota
$49K +$50.6K +2,432 New
ST
89
Smithfield Trust
Pennsylvania
$36K -$1.04K -50 -3%
AF
90
Advisornet Financial
Minnesota
$35K -$3.97K -191 -10%
SIC
91
SJS Investment Consulting
Ohio
$29K – – –
GIA
92
GHP Investment Advisors
Colorado
$26K +$26.5K +1,274 New
KFI
93
Key Financial Inc
Pennsylvania
$23K – – –
WBC
94
West Branch Capital
Massachusetts
$10K – – –
NIC
95
Northwest Investment Counselors
Oregon
$9K +$62 +3 +0.6%
CCM
96
Cribstone Capital Management
Maine
$6K – – –
GRP
97
Global Retirement Partners
California
$6K +$5.93K +285 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$2K +$2.23K +107 New
PAG
99
Private Advisor Group
New Jersey
– -$473K -21,930 Closed
CFMC
100
Curbstone Financial Management Corp
New Hampshire
– -$405K -18,790 Closed
1 2 3
4
5

BSCR Hedge Fund Activity: Q1 2022 in Review

98 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2022, worth a combined $292M — up 3.4% from $282M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSCR positions and 14 closed out — a net gain of 1 holder — while 39 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $23.4M. The largest seller was Bank of America, cutting an estimated $10.3M.

  • 98 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $292M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2022, up 3.4% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2022 and 14 closed out, a net change of +1 holder.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $23.4M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2022 was Bank of America, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2022.