Invesco BulletShares 2027 Corporate Bond ETF
BSCR
98 hedge funds and large institutions have $292M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 14 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 25
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
3% more capital invested
Capital invested by funds: $282M → $292M (+$9.57M)
0% more funds holding
Funds holding: 98 → 98 (0)
2.12% less ownership
Funds ownership: 74.57% → 72.45% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$23.4M |
| 2 |
KMC
Kirr Marbach & Co
Columbus,
Indiana
|
+$6.06M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.95M |
| 4 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$4.44M |
| 5 |
HIP
HUB Investment Partners
Austin,
Texas
|
+$3.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.34M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.85M |
| 4 |
Morgan Stanley
New York
|
-$2.84M |
| 5 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
|
-$1.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
101
Cetera Advisors
Denver,
Colorado
| – | -$378K | -17,558 | Closed |
|
|
CA
102
Calton & Associates
Tampa,
Florida
| – | -$360K | -16,740 | Closed |
|
103
HighTower Advisors
Chicago,
Illinois
| – | -$263K | -12,230 | Closed |
|
|
BAM
104
Bruderman Asset Management
Locust Valley,
New York
| – | -$263K | -12,205 | Closed |
|
|
TPW
105
Tiller Private Wealth
Bethlehem,
Pennsylvania
| – | -$248K | -11,490 | Closed |
|
|
NWM
106
Northcape Wealth Management
Williamsville,
New York
| – | -$238K | -11,045 | Closed |
|
|
HH
107
Hilltop Holdings
Dallas,
Texas
| – | -$211K | -9,817 | Closed |
|
|
LWA
108
Lineweaver Wealth Advisors
Valley View,
Ohio
| – | -$211K | -9,797 | Closed |
|
|
VNA
109
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$24K | -1,133 | Closed |
|
|
OCM
110
Orion Capital Management
Coronado,
California
| – | -$10K | -481 | Closed |
|
|
TLFA
111
True Link Financial Advisors
San Francisco,
California
| – | -$7K | -340 | Closed |
|
|
EA
112
Evolution Advisers
Richmond,
Virginia
| – | -$2K | -125 | Closed |
|
BSCR Hedge Fund Activity: Q1 2022 in Review
98 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2022, worth a combined $292M — up 3.4% from $282M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BSCR positions and 14 closed out — a net gain of 1 holder — while 39 added to existing stakes and 25 trimmed.
The largest buyer was Jane Street, adding an estimated $23.4M. The largest seller was Bank of America, cutting an estimated $10.3M.
- 98 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $292M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2022, up 3.4% quarter-over-quarter.
- 15 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2022 and 14 closed out, a net change of +1 holder.
- The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $23.4M added.
- The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2022 was Bank of America, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2022.