BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Overview Fund Activity

124 hedge funds and large institutions have $352M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
48
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$26.9M
2
Morgan Stanley
Morgan Stanley
New York
$36.3M
3
Ameriprise
Ameriprise
Minnesota
$7.23M
4
UBS Group
UBS Group
Switzerland
$8.17M
5
HighTower Advisors
HighTower Advisors
Illinois
$3.06M

Top Sellers

1
CAC
Certified Advisory Corp
Florida
$482K
2
Wells Fargo
Wells Fargo
California
$6.82M
3
SI
Stephens Inc
Arkansas
$0
4
Bank of America
Bank of America
North Carolina
$7.33M
5
NCM
Novare Capital Management
North Carolina
$8.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
101
Householder Group Estate & Retirement Specialist
Arizona
$140K +$140K +7,570 New
SPIA
102
Steward Partners Investment Advisory
New York
$130K -$55K -2,948 -30%
FCA
103
FinTrust Capital Advisors
South Carolina
$109K -$4.33K -234 -4%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$106K +$104K +5,577 +5,117%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$94K +$94K +5,074 New
HI
106
Harbour Investments
Wisconsin
$70K – – –
CIAS
107
Capital Investment Advisory Services
North Carolina
$66K +$66K +3,570 New
AIM
108
Anchor Investment Management
South Carolina
$54.7K +$9.59K +515 +21%
SCA
109
Stonebridge Capital Advisors
Minnesota
$54K +$14.1K +750 +35%
GI
110
Gradient Investments
Minnesota
$46K -$18.6K -995 -29%
PTC
111
Private Trust Company
Ohio
$46K – – –
WBC
112
West Branch Capital
Massachusetts
$37K – – –
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$32K – – –
ST
114
Smithfield Trust
Pennsylvania
$27K – – –
SIC
115
SJS Investment Consulting
Ohio
$27K +$27K +1,425 New
AA
116
Addison Advisors
Vermont
$27K +$27K +1,465 New
KFI
117
Key Financial Inc
Pennsylvania
$22K – – –
IA
118
IFP Advisors
Florida
$20K +$20K +1,027 New
AIP
119
Almanack Investment Partners
Pennsylvania
$19K +$19K +1,028 New
AF
120
Advisornet Financial
Minnesota
$14K – – –
NIC
121
Northwest Investment Counselors
Oregon
$9K +$95 +5 +1%
BBHC
122
Brown Brothers Harriman & Co
New York
$6K – – –
GRP
123
Global Retirement Partners
California
$5K – – –
OIA
124
Optimum Investment Advisors
Illinois
$2K +$2K +114 New
SI
125
Stephens Inc
Arkansas
– -$3.89M -200,959 Closed
2 3 4
5
6