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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

330 hedge funds and large institutions have $1.87B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 53

196% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 23

36% more funds holding in top 10

Funds holding in top 10: 14 → 19 (+5)

14% more capital invested

Capital invested by funds: $1.64B → $1.87B (+$231M)

13% more funds holding

Funds holding: 292 → 330 (+38)

2.18% more ownership

Funds ownership: 74.35% → 76.54% (+2.2%)

Holders
330
Holders Change
+38
Holders Change %
+13.01%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
68
Increased
176
Reduced
53
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
MAI Capital Management
Ohio
+$39.7M
2
IAA
Independent Advisor Alliance
North Carolina
+$18.2M
3
Wells Fargo
Wells Fargo
California
+$15.7M
4
CWM
Cornerstone Wealth Management
Missouri
+$11.6M
5
LPL Financial
LPL Financial
California
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$10.1M
2
MFWM
Motley Fool Wealth Management
Virginia
-$8.06M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.39M
4
MF
Manchester Financial
California
-$5.29M
5
GLA
Good Life Advisors
Pennsylvania
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
76
EP Wealth Advisors
California
$4.84M +$1.77M +90,413 +57%
HWM
77
Howard Wealth Management
Connecticut
$4.76M +$455K +23,270 +11%
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.69M +$331K +16,945 +8%
SFA
79
Souders Financial Advisors
Ohio
$4.51M +$349K +17,883 +8%
MC
80
McCarthy & Cox
Ohio
$4.41M +$569K +29,135 +15%
TC
81
Trilogy Capital
California
$4.35M -$92.9K -4,755 -2%
OLA
82
Oliver Luxxe Assets
New Jersey
$4.28M +$2.06M +105,551 +94%
MOS
83
MGO One Seven
Ohio
$4.14M +$81.7K +4,181 +2%
BFG
84
Berger Financial Group
Minnesota
$4.09M +$164K +8,385 +4%
AA
85
Addison Advisors
Vermont
$4.07M +$288K +14,745 +8%
TW
86
TrinityPoint Wealth
Connecticut
$3.9M +$481K +24,641 +14%
CTA
87
Colonial Trust Advisors
South Carolina
$3.88M +$528K +27,016 +16%
PMG
88
ProVise Management Group
Florida
$3.88M +$195K +9,975 +5%
KAS
89
Kestra Advisory Services
Texas
$3.85M -$10.1M -517,052 -72%
SIC
90
SFE Investment Counsel
California
$3.84M +$468K +23,945 +14%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$3.73M +$512K +26,227 +16%
VIM
92
Vista Investment Management
Pennsylvania
$3.59M -$734K -37,562 -17%
HWM
93
Horizons Wealth Management
North Carolina
$3.38M +$182K +9,314 +6%
IWC
94
Infinity Wealth Counsel
Ohio
$3.37M +$3.38M +173,162 New
SEEDPG
95
S.E.E.D. Planning Group
New York
$3.32M +$158K +8,080 +5%
HWAM
96
Hennion & Walsh Asset Management
New Jersey
$3.31M +$697K +35,658 +27%
AIM
97
Aspen Investment Management
Michigan
$3.24M +$381K +19,480 +13%
NCM
98
Novare Capital Management
North Carolina
$3.22M +$49.4K +2,526 +2%
AF
99
Allworth Financial
California
$3.17M +$3.19M +163,123 New
SPIA
100
Steward Partners Investment Advisory
New York
$3.14M -$421K -21,555 -12%
2 3
4
5 6

BSCR Hedge Fund Activity: Q4 2024 in Review

330 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2024, worth a combined $1.87B — up 14% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new BSCR positions and 23 closed out — a net gain of 45 holders — while 176 added to existing stakes and 53 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $39.7M. The largest seller was Kestra Advisory Services, cutting an estimated $10.1M.

  • 330 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2024, up from 292 in Q3 2024.
  • Funds reported $1.87B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 68 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2024 and 23 closed out, a net change of +45 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2024 was MAI Capital Management, an estimated $39.7M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2024.