We are live on ! Find out more
BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

198 hedge funds and large institutions have $718M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

150% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 42

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

13% more capital invested

Capital invested by funds: $637M → $718M (+$80.9M)

9% more funds holding

Funds holding: 182 → 198 (+16)

1.08% more ownership

Funds ownership: 73.79% → 74.87% (+1.1%)

Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
105
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$38.6M
2
SFG
Sterling Financial Group
California
+$10.7M
3
Jane Street
Jane Street
New York
+$7.41M
4
GLA
Good Life Advisors
Pennsylvania
+$6.61M
5
Stifel Financial
Stifel Financial
Missouri
+$5.84M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$31.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.52M
3
MF
Manchester Financial
California
-$1.74M
4
IWM
IHT Wealth Management
Illinois
-$994K
5
NCM
Novare Capital Management
North Carolina
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
76
Exchange Capital Management
Michigan
$1.43M +$28K +1,455 +2%
SCA
77
Stonebridge Capital Advisors
Minnesota
$1.43M +$125K +6,483 +9%
KIG
78
Kessler Investment Group
Indiana
$1.34M -$116K -6,042 -8%
FAM
79
Flaharty Asset Management
Florida
$1.31M +$502K +26,100 +61%
VDI
80
Vaughan David Investments
Illinois
$1.27M +$238K +12,356 +23%
SWM
81
Segment Wealth Management
Texas
$1.26M – – –
AAS
82
Avantax Advisory Services
Texas
$1.2M +$461K +23,985 +61%
SAM
83
Sawgrass Asset Management
Florida
$1.16M +$4.81K +250 +0.4%
PFS
84
Prospera Financial Services
Texas
$1.13M +$48.1K +2,499 +4%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$99.7K +5,182 +10%
SPWM
86
Straight Path Wealth Management
Michigan
$1.05M +$90.9K +4,727 +9%
GWM
87
Geneos Wealth Management
Colorado
$1.05M +$78.1K +4,061 +8%
Vanguard Group
88
Vanguard Group
Pennsylvania
$1.03M +$9.69K +504 +0.9%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$1,000K +$193K +10,020 +24%
BCFS
90
Butensky & Cohen Financial Security
Florida
$997K +$25.9K +1,347 +3%
LIM
91
Leavell Investment Management
Alabama
$995K +$809K +42,055 +410%
IWM
92
IHT Wealth Management
Illinois
$956K -$994K -51,703 -51%
AP
93
Arlington Partners
Alabama
$951K – – –
GCA
94
Genesee Capital Advisors
New York
$946K -$26.7K -1,387 -3%
MML Investors Services
95
MML Investors Services
Massachusetts
$941K +$36.4K +1,891 +4%
VWA
96
V Wealth Advisors
Kansas
$928K -$2.81K -146 -0.3%
AR
97
Apeiron RIA
Texas
$895K +$46.3K +2,407 +5%
CWS
98
Cypress Wealth Services
California
$885K +$408K +21,227 +85%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$882K +$239K +12,400 +37%
CW
100
CreativeOne Wealth
Kansas
$869K -$79.3K -4,121 -8%
2 3
4
5 6

BSCR Hedge Fund Activity: Q2 2023 in Review

198 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q2 2023, worth a combined $718M — up 13% from $637M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSCR positions and 7 closed out — a net gain of 17 holders — while 105 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $31.9M sold.

  • 198 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q2 2023, up from 182 in Q1 2023.
  • Funds reported $718M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q2 2023 and 7 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $38.6M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q2 2023 was Aptus Capital Advisors, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2023.