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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Overview Fund Activity

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 26 funds opening new positions, 106 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
182
Holders Change
+15
Holders Change %
+8.98%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
106
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Avior Wealth Management
Nebraska
$12.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$59.4M
3
Wells Fargo
3
Wells Fargo
California
$35.7M
4
CG
4
Colony Group
Massachusetts
$10.4M
5
Lido Advisors
5
Lido Advisors
California
$8.81M

Top Sellers

1
MFWM
1
Motley Fool Wealth Management
Virginia
$19.5M
2
Jane Street
2
Jane Street
New York
$4.98M
3
KAS
3
Kestra Advisory Services
Texas
$2.43M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$13.9M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
101
Ballew Advisors
Mississippi
$625K +$625K +32,747 New
CIA
102
Capital Investment Advisors
Georgia
$614K -$4.98K -258 -0.8%
WFC
103
Western Financial Corp
California
$599K -$3.46K -179 -0.6%
SPIA
104
Steward Partners Investment Advisory
New York
$567K +$62.5K +3,237 +12%
Corient Private Wealth
105
Corient Private Wealth
Florida
$552K +$307K +15,907 +126%
NWM
106
Northcape Wealth Management
New York
$542K +$188K +9,740 +53%
SWM
107
Silverlake Wealth Management
Vermont
$501K +$39.5K +2,044 +9%
AWS
108
Atria Wealth Solutions
New York
$492K +$252K +13,057 +105%
CWS
109
Cypress Wealth Services
California
$484K +$81.3K +4,211 +20%
BWM
110
BCS Wealth Management
Tennessee
$478K +$176K +9,103 +58%
Creative Planning
111
Creative Planning
Kansas
$457K -$1.02K -53 -0.2%
EI
112
Ellevest Inc
New York
$439K -$41.9K -2,169 -9%
1IA
113
1834 Investment Advisors
Wisconsin
$432K -$27.5K -1,424 -6%
EH
114
Equitable Holdings
New York
$418K +$418K +21,655 New
FIM
115
Freedom Investment Management
Connecticut
$417K +$417K +21,592 New
KBFS
116
Kohmann Bosshard Financial Services
Ohio
$408K +$50K +2,590 +14%
UL
117
Unionview LLC
Washington
$402K +$23.4K +1,211 +6%
FHA
118
First Horizon Advisors
Tennessee
$373K +$254K +13,160 +214%
SCA
119
Snowden Capital Advisors
New York
$367K +$367K +19,025 New
WWM
120
Western Wealth Management
Colorado
$365K +$56K +2,900 +18%
NFG
121
Nations Financial Group
Iowa
$359K +$251 +13 +0.1%
SC
122
Savant Capital
Illinois
$343K +$343K +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 +$2.78K +144 +1%
3 4
5
6 7