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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

123 hedge funds and large institutions have $352M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

60% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 30

13% more funds holding

Funds holding: 109 → 123 (+14)

8% more capital invested

Capital invested by funds: $327M → $352M (+$25M)

1.43% more ownership

Funds ownership: 72.61% → 74.04% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
123
Holders Change
+14
Holders Change %
+12.84%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
48
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$10.9M
2
Morgan Stanley
Morgan Stanley
New York
+$9.23M
3
Ameriprise
Ameriprise
Minnesota
+$4.08M
4
UBS Group
UBS Group
Switzerland
+$3.7M
5
HighTower Advisors
HighTower Advisors
Illinois
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
CAC
Certified Advisory Corp
Florida
-$5.52M
2
Wells Fargo
Wells Fargo
California
-$4.85M
3
SI
Stephens Inc
Arkansas
-$3.89M
4
Bank of America
Bank of America
North Carolina
-$2.06M
5
NCM
Novare Capital Management
North Carolina
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
DP
76
Denver PWM
Colorado
$364K +$375K +19,353 New
NFG
77
Nations Financial Group
Iowa
$346K +$194 +10 +0.1%
T
78
TCWP
Ohio
$304K +$318K +16,380 New
WIC
79
Woodmont Investment Counsel
Tennessee
$274K +$36.8K +1,898 +15%
SWP
80
Stratos Wealth Partners
Ohio
$260K -$67.5K -3,482 -20%
BPA
81
Beacon Pointe Advisors
California
$253K +$1.01K +52 +0.4%
OC
82
Oppenheimer & Co
New York
$250K – – –
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$248K +$35.3K +1,820 +16%
ISB
84
Iowa State Bank
Iowa
$246K -$892K -46,009 -78%
CA
85
Cetera Advisors
Colorado
$241K +$251K +12,936 New
SEIA
86
Signature Estate & Investment Advisors
California
$235K – – –
DADC
87
D.A. Davidson & Co
Montana
$230K – – –
FAM
88
Flaharty Asset Management
Florida
$212K – – –
FFIC
89
First Fiduciary Investment Counsel
Ohio
$208K – – –
GI
90
GS Investments
Minnesota
$203K – – –
KWM
91
Kingsview Wealth Management
Oregon
$203K +$14K +721 +7%
FCB
92
First Command Bank
Texas
$202K – – –
FCFS
93
First Command Financial Services
Texas
$202K – – –
YIA
94
YHB Investment Advisors
Connecticut
$197K -$30.1K -1,550 -13%
LWA
95
Lineweaver Wealth Advisors
Ohio
$197K +$718 +37 +0.4%
RJT
96
Raymond James Trust
Florida
$189K – – –
VCM
97
Vigilant Capital Management
Maine
$159K +$8.05K +415 +5%
IBOK
98
Independence Bank of Kentucky
Kentucky
$144K – – –
FHA
99
First Horizon Advisors
Tennessee
$141K +$29.1K +1,500 +25%
HGERS
100
Householder Group Estate & Retirement Specialist
Arizona
$140K +$147K +7,570 New
2 3
4
5 6

BSCR Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q3 2022, worth a combined $352M — up 7.7% from $327M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSCR positions and 10 closed out — a net gain of 14 holders — while 48 added to existing stakes and 30 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, adding an estimated $10.9M. The largest seller was Certified Advisory Corp, cutting an estimated $5.52M.

  • 123 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q3 2022, up from 109 in Q2 2022.
  • Funds reported $352M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q3 2022, up 7.7% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q3 2022 and 10 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $10.9M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q3 2022 was Certified Advisory Corp, an estimated $5.52M sold.

Based on aggregated 13F filings for Q3 2022.