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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

166 hedge funds and large institutions have $512M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

717% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 35

46% more capital invested

Capital invested by funds: $352M → $512M (+$161M)

35% more funds holding

Funds holding: 123 → 166 (+43)

2.6% more ownership

Funds ownership: 74.04% → 76.64% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
166
Holders Change
+43
Holders Change %
+34.96%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
70
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$38M
2
Wells Fargo
Wells Fargo
California
+$20.5M
3
HighTower Advisors
HighTower Advisors
Illinois
+$13.8M
4
UBS Group
UBS Group
Switzerland
+$13M
5
Morgan Stanley
Morgan Stanley
New York
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$6.06M
2
Ameriprise
Ameriprise
Minnesota
-$4.41M
3
NCM
Novare Capital Management
North Carolina
-$3.75M
4
MWM
Marietta Wealth Management
Georgia
-$3.08M
5
KMC
Kirr Marbach & Co
Indiana
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNB
76
Virginia National Bank
Virginia
$672K -$162K -8,577 -20%
RFN
77
Redwood Financial Network
Ohio
$663K +$2.22K +118 +0.3%
GWM
78
Geneos Wealth Management
Colorado
$646K +$140K +7,423 +28%
CFCI
79
Comprehensive Financial Consultants Institutional
Indiana
$631K +$87.6K +4,650 +17%
OIM
80
Oder Investment Management
California
$622K +$617K +32,729 New
LNC
81
Lincoln National Corp
Pennsylvania
$621K +$26.3K +1,393 +4%
AA
82
Addison Advisors
Vermont
$620K +$587K +31,159 +2,127%
BBW
83
Blue Barn Wealth
Utah
$611K +$607K +32,191 New
CIA
84
Capital Investment Advisors
Georgia
$609K -$117K -6,189 -16%
VDI
85
Vaughan David Investments
Illinois
$600K +$595K +31,580 New
WFC
86
Western Financial Corp
California
$593K +$91.5K +4,855 +18%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$532K +$117K +6,193 +28%
MTWM
88
Masso Torrence Wealth Management
New Jersey
$520K +$516K +27,373 New
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$503K +$248K +13,144 +99%
SPIA
90
Steward Partners Investment Advisory
New York
$497K +$362K +19,191 +276%
EI
91
Ellevest Inc
New York
$473K -$452 -24 -0.1%
SWM
92
Silverlake Wealth Management
Vermont
$454K +$679 +36 +0.2%
1IA
93
1834 Investment Advisors
Wisconsin
$452K -$65.8K -3,490 -13%
Creative Planning
94
Creative Planning
Kansas
$451K +$447K +23,721 New
SCA
95
Stonebridge Capital Advisors
Minnesota
$434K +$376K +19,968 +695%
CWS
96
Cypress Wealth Services
California
$396K – – –
MOS
97
MGO One Seven
Ohio
$385K +$382K +20,266 New
UL
98
Unionview LLC
Washington
$373K +$370K +19,633 New
VIM
99
Vista Investment Management
Pennsylvania
$367K +$364K +19,312 New
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$354K +$352K +18,657 New
2 3
4
5 6

BSCR Hedge Fund Activity: Q4 2022 in Review

166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2022, worth a combined $512M — up 46% from $352M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BSCR positions and 6 closed out — a net gain of 43 holders — while 70 added to existing stakes and 35 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $38M. The largest seller was Aptus Capital Advisors, cutting an estimated $6.06M.

  • 166 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2022, up from 123 in Q3 2022.
  • Funds reported $512M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2022, up 46% quarter-over-quarter.
  • 49 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2022 and 6 closed out, a net change of +43 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2022 was Brookstone Capital Management, an estimated $38M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2022 was Aptus Capital Advisors, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2022.