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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

182 hedge funds and large institutions have $637M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 105 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

275% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 28

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

24% more capital invested

Capital invested by funds: $512M → $637M (+$125M)

10% more funds holding

Funds holding: 166 → 182 (+16)

2.85% less ownership

Funds ownership: 76.64% → 73.79% (-2.8%)

Holders
182
Holders Change
+16
Holders Change %
+9.64%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
105
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Avior Wealth Management
Nebraska
+$12M
2
Morgan Stanley
Morgan Stanley
New York
+$9.76M
3
Wells Fargo
Wells Fargo
California
+$7.52M
4
CG
Colony Group
Massachusetts
+$7.37M
5
Lido Advisors
Lido Advisors
California
+$6.32M

Top Sellers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
-$2.95M
2
Jane Street
Jane Street
New York
-$2.23M
3
KAS
Kestra Advisory Services
Texas
-$1.61M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$652K
5
LNC
Lincoln National Corp
Pennsylvania
-$621K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
101
Ballew Advisors
Mississippi
$625K +$628K +32,747 New
CIA
102
Capital Investment Advisors
Georgia
$614K -$4.95K -258 -0.8%
WFC
103
Western Financial Corp
California
$599K -$3.43K -179 -0.6%
SPIA
104
Steward Partners Investment Advisory
New York
$567K +$62K +3,237 +12%
Corient Private Wealth
105
Corient Private Wealth
Florida
$552K +$305K +15,907 +126%
NWM
106
Northcape Wealth Management
New York
$542K +$187K +9,740 +53%
SWM
107
Silverlake Wealth Management
Vermont
$501K +$39.2K +2,044 +9%
AWS
108
Atria Wealth Solutions
New York
$492K +$250K +13,057 +105%
CWS
109
Cypress Wealth Services
California
$484K +$80.7K +4,211 +20%
BWM
110
BCS Wealth Management
Tennessee
$478K +$174K +9,103 +58%
Creative Planning
111
Creative Planning
Kansas
$457K -$1.02K -53 -0.2%
EI
112
Ellevest Inc
New York
$439K -$41.6K -2,169 -9%
1IA
113
1834 Investment Advisors
Wisconsin
$432K -$27.3K -1,424 -6%
EH
114
Equitable Holdings
New York
$418K +$415K +21,655 New
FIM
115
Freedom Investment Management
Connecticut
$417K +$414K +21,592 New
KBFS
116
Kohmann Bosshard Financial Services
Ohio
$408K +$49.6K +2,590 +14%
UL
117
Unionview LLC
Washington
$402K +$23.2K +1,211 +6%
FHA
118
First Horizon Advisors
Tennessee
$373K +$252K +13,160 +214%
SCA
119
Snowden Capital Advisors
New York
$367K +$365K +19,025 New
WWM
120
Western Wealth Management
Colorado
$365K +$55.6K +2,900 +18%
NFG
121
Nations Financial Group
Iowa
$359K +$249 +13 +0.1%
SC
122
Savant Capital
Illinois
$343K +$341K +17,790 New
RSWM
123
Robertson Stephens Wealth Management
California
$305K – – –
IBOK
124
Independence Bank of Kentucky
Kentucky
$296K – – –
KWM
125
Kingsview Wealth Management
Oregon
$295K +$2.76K +144 +1%
3 4
5
6 7

BSCR Hedge Fund Activity: Q1 2023 in Review

182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2023, worth a combined $637M — up 24% from $512M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSCR positions and 6 closed out — a net gain of 21 holders — while 105 added to existing stakes and 28 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $12M. The largest seller was Motley Fool Wealth Management, cutting an estimated $2.95M.

  • 182 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2023, up from 166 in Q4 2022.
  • Funds reported $637M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2023, up 24% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2023 and 6 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2023 was Avior Wealth Management, an estimated $12M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2023 was Motley Fool Wealth Management, an estimated $2.95M sold.

Based on aggregated 13F filings for Q1 2023.