We are live on ! Find out more
BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

247 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

184% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 45

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

46% more capital invested

Capital invested by funds: $832M → $1.22B (+$384M)

18% more funds holding

Funds holding: 210 → 247 (+37)

8.6% more ownership

Funds ownership: 76.75% → 85.35% (+8.6%)

Holders
247
Holders Change
+37
Holders Change %
+17.62%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
52
Increased
128
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$155M
2
Bank of America
Bank of America
North Carolina
+$29.1M
3
RMDI
R.M. Davis Inc
Maine
+$19.6M
4
HBT
Hills Bank & Trust
Iowa
+$17.8M
5
UBS Group
UBS Group
Switzerland
+$14.5M

Top Sellers

Rank Fund Capital Flow
1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$11.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$7.57M
3
NWM
Northcape Wealth Management
New York
-$5.35M
4
HWA
Heartwood Wealth Advisors
Virginia
-$3.39M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
76
Empirical Wealth Management
Washington
$2.43M +$11.3K +595 +0.5%
NPP
77
New Potomac Partners
Maryland
$2.42M +$621K +32,782 +36%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$2.41M +$1.37M +72,332 +140%
ECM
79
Exchange Capital Management
Michigan
$2.38M +$403K +21,268 +21%
SFA
80
Souders Financial Advisors
Ohio
$2.36M +$126K +6,663 +6%
OLA
81
Oliver Luxxe Assets
New Jersey
$2.27M +$30.6K +1,614 +1%
CTA
82
Colonial Trust Advisors
South Carolina
$2.21M +$144K +7,594 +7%
SAM
83
Secure Asset Management
Michigan
$2.15M +$27.8K +1,465 +1%
FAG
84
Financial Advisory Group
Texas
$2.04M +$39.2K +2,066 +2%
PMG
85
ProVise Management Group
Florida
$1.84M +$9.55K +504 +0.5%
AAS
86
Avantax Advisory Services
Texas
$1.72M -$25.1K -1,323 -1%
CT
87
Colonial Trust
South Carolina
$1.67M +$628K +33,129 +63%
GIA
88
Gladstone Institutional Advisory
Florida
$1.67M -$946K -49,920 -37%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$1.66M -$619K -32,647 -28%
ACM
90
AlphaStar Capital Management
North Carolina
$1.63M +$943K +49,777 +147%
LIM
91
Leavell Investment Management
Alabama
$1.62M +$232K +12,252 +17%
AWG
92
Altus Wealth Group
Colorado
$1.59M +$93.1K +4,911 +6%
IA
93
IFG Advisory
Georgia
$1.55M +$1.51M +79,641 New
NA
94
Nottingham Advisors
New York
$1.55M +$377K +19,878 +19%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$1.54M +$469K +24,725 +45%
GCM
96
G2 Capital Management
Ohio
$1.51M +$14.8K +783 +1%
FAM
97
Flaharty Asset Management
Florida
$1.5M – – –
SAM
98
Sawgrass Asset Management
Florida
$1.45M +$127K +6,705 +10%
RC
99
Roundview Capital
New Jersey
$1.42M -$46K -2,425 -3%
WIC
100
Woodmont Investment Counsel
Tennessee
$1.42M -$123K -6,478 -8%
2 3
4
5 6

BSCR Hedge Fund Activity: Q4 2023 in Review

247 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2023, worth a combined $1.22B — up 46% from $832M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BSCR positions and 13 closed out — a net gain of 39 holders — while 128 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Legacy Financial Group (Iowa), cutting an estimated $11.8M.

  • 247 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2023, up from 210 in Q3 2023.
  • Funds reported $1.22B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2023, up 46% quarter-over-quarter.
  • 52 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2023 and 13 closed out, a net change of +39 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $155M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2023 was Legacy Financial Group (Iowa), an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2023.