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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

254 hedge funds and large institutions have $1.32B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 150 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 46

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.22B → $1.32B (+$99.7M)

3% more funds holding

Funds holding: 247 → 254 (+7)

9.64% less ownership

Funds ownership: 85.35% → 75.71% (-9.6%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
3.66%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
150
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$46.8M
2
LPL Financial
LPL Financial
California
+$31.5M
3
HBT
Hills Bank & Trust
Iowa
+$20.1M
4
AIM
Anchor Investment Management
South Carolina
+$14.5M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$13.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$123M
2
SFG
Sterling Financial Group
California
-$11.3M
3
MFWM
Motley Fool Wealth Management
Virginia
-$6.95M
4
LPT
Legacy Private Trust
Wisconsin
-$5.41M
5
PA
Procyon Advisors
Connecticut
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
101
Gladstone Institutional Advisory
Florida
$1.77M +$118K +6,103 +7%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$1.65M +$127K +6,558 +8%
MA
103
MONECO Advisors
Connecticut
$1.63M +$845K +43,732 +108%
HWAM
104
Hennion & Walsh Asset Management
New Jersey
$1.58M +$404K +20,890 +34%
HA
105
Hanover Advisors
South Carolina
$1.57M +$310K +16,043 +25%
EI
106
Ellevest Inc
New York
$1.54M +$162K +8,377 +12%
GCM
107
G2 Capital Management
Ohio
$1.52M +$15.2K +788 +1%
FAM
108
Flaharty Asset Management
Florida
$1.48M – – –
BBW
109
Blue Barn Wealth
Utah
$1.47M +$73.4K +3,798 +5%
AWG
110
Altus Wealth Group
Colorado
$1.45M -$127K -6,592 -8%
BFA
111
Beaumont Financial Advisors
Massachusetts
$1.44M +$29.7K +1,536 +2%
CAN
112
Cetera Advisor Networks
California
$1.44M +$125K +6,470 +9%
OPA
113
Old Port Advisors
Maine
$1.43M +$566K +29,272 +65%
SAM
114
Sawgrass Asset Management
Florida
$1.42M -$20.6K -1,068 -1%
RC
115
Roundview Capital
New Jersey
$1.41M – – –
WIC
116
Woodmont Investment Counsel
Tennessee
$1.4M -$8.62K -446 -0.6%
KIG
117
Kessler Investment Group
Indiana
$1.38M +$19.7K +1,019 +1%
DWM
118
Denver Wealth Management
Colorado
$1.34M -$1.44M -74,699 -52%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$1.32M +$59.3K +3,070 +5%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$1.32M -$324K -16,756 -20%
MTWM
121
Masso Torrence Wealth Management
New Jersey
$1.3M +$241K +12,448 +23%
SWM
122
Segment Wealth Management
Texas
$1.24M -$17.2K -890 -1%
HNB
123
Huntington National Bank
Ohio
$1.23M – – –
PFS
124
Prospera Financial Services
Texas
$1.16M +$28.7K +1,484 +3%
APA
125
Astoria Portfolio Advisors
New York
$1.16M +$5.51K +285 +0.5%
3 4
5
6 7

BSCR Hedge Fund Activity: Q1 2024 in Review

254 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2024, worth a combined $1.32B — up 8.2% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSCR positions and 21 closed out — a net gain of 11 holders — while 150 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $123M.

  • 254 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2024, up from 247 in Q4 2023.
  • Funds reported $1.32B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 32 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2024 and 21 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $46.8M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2024.