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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

254 hedge funds and large institutions have $1.32B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 150 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 46

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.22B → $1.32B (+$99.7M)

3% more funds holding

Funds holding: 247 → 254 (+7)

9.64% less ownership

Funds ownership: 85.35% → 75.71% (-9.6%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
3.66%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
150
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$46.8M
2
LPL Financial
LPL Financial
California
+$31.5M
3
HBT
Hills Bank & Trust
Iowa
+$20.1M
4
AIM
Anchor Investment Management
South Carolina
+$14.5M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$13.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$123M
2
SFG
Sterling Financial Group
California
-$11.3M
3
MFWM
Motley Fool Wealth Management
Virginia
-$6.95M
4
LPT
Legacy Private Trust
Wisconsin
-$5.41M
5
PA
Procyon Advisors
Connecticut
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
76
Novare Capital Management
North Carolina
$3.12M +$72.7K +3,764 +2%
SPC
77
Sigma Planning Corp
Michigan
$3.07M +$1.83M +94,904 +148%
SEEDPG
78
S.E.E.D. Planning Group
New York
$2.99M +$3M +155,013 New
AA
79
Addison Advisors
Vermont
$2.98M +$338K +17,485 +13%
EWA
80
EP Wealth Advisors
California
$2.89M -$5.68K -294 -0.2%
AIM
81
Aspen Investment Management
Michigan
$2.86M +$326K +16,850 +13%
PMG
82
ProVise Management Group
Florida
$2.83M +$1.01M +52,145 +55%
NPP
83
New Potomac Partners
Maryland
$2.82M +$416K +21,520 +17%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$2.79M +$2.8M +144,676 New
SIC
85
SFE Investment Counsel
California
$2.67M +$44.4K +2,299 +2%
KMC
86
Kirr Marbach & Co
Indiana
$2.63M -$465K -24,041 -15%
ECM
87
Exchange Capital Management
Michigan
$2.62M +$257K +13,311 +11%
CTA
88
Colonial Trust Advisors
South Carolina
$2.46M +$272K +14,078 +12%
EWM
89
Empirical Wealth Management
Washington
$2.41M -$947 -49 -0%
P
90
Paradiem
Louisiana
$2.39M +$2.4M +124,142 New
OLA
91
Oliver Luxxe Assets
New Jersey
$2.36M +$104K +5,375 +5%
SFS
92
Solitude Financial Services
Virginia
$2.22M +$2.23M +115,300 New
SAM
93
Secure Asset Management
Michigan
$2.2M +$66.9K +3,463 +3%
AAS
94
Avantax Advisory Services
Texas
$2.19M +$487K +25,226 +29%
SPIA
95
Steward Partners Investment Advisory
New York
$2.12M +$1.68M +87,116 +379%
CT
96
Colonial Trust
South Carolina
$1.99M +$335K +17,336 +20%
FAG
97
Financial Advisory Group
Texas
$1.99M -$27.1K -1,403 -1%
ACM
98
AlphaStar Capital Management
North Carolina
$1.89M +$271K +14,004 +17%
GWM
99
Geneos Wealth Management
Colorado
$1.88M +$572K +29,592 +44%
LIM
100
Leavell Investment Management
Alabama
$1.79M +$186K +9,610 +12%
2 3
4
5 6

BSCR Hedge Fund Activity: Q1 2024 in Review

254 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2024, worth a combined $1.32B — up 8.2% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSCR positions and 21 closed out — a net gain of 11 holders — while 150 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $123M.

  • 254 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2024, up from 247 in Q4 2023.
  • Funds reported $1.32B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 32 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2024 and 21 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $46.8M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2024.