BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Overview Fund Activity

252 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, 148 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
3.65%
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
148
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$98.1M
2
LPL Financial
2
LPL Financial
California
$69.3M
3
HBT
3
Hills Bank & Trust
Iowa
$38.2M
4
AIM
4
Anchor Investment Management
South Carolina
$14.7M
5
Legacy Financial Group (Iowa)
5
Legacy Financial Group (Iowa)
Iowa
$13.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$155M
2
SFG
2
Sterling Financial Group
California
$855K
3
MFWM
3
Motley Fool Wealth Management
Virginia
$14.3M
4
LPT
4
Legacy Private Trust
Wisconsin
$4.12M
5
PA
5
Procyon Advisors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$844K +43,732 +108%
HWAM
104
Hennion & Walsh Asset Management
New Jersey
$1.58M +$403K +20,890 +34%
HA
105
Hanover Advisors
South Carolina
$1.57M +$309K +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 +$73.3K +3,798 +5%
AWG
110
Altus Wealth Group
Colorado
$1.45M -$127K -6,592 -8%
BFA
111
Beaumont Financial Advisors
Massachusetts
$1.44M +$29.6K +1,536 +2%
CAN
112
Cetera Advisor Networks
California
$1.44M +$125K +6,470 +9%
OPA
113
Old Port Advisors
Maine
$1.43M +$565K +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 -$8.6K -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
$1.33M +$59.2K +3,070 +5%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$1.32M -$323K -16,756 -20%
MTWM
121
Masso Torrence Wealth Management
New Jersey
$1.3M +$240K +12,448 +23%
SWM
122
Segment Wealth Management
Texas
$1.24M -$17.2K -890 -1%
HNB
123
Huntington National Bank
Ohio
$1.23M -$1.34M – –
PFS
124
Prospera Financial Services
Texas
$1.16M +$28.6K +1,484 +3%
APA
125
Astoria Portfolio Advisors
New York
$1.16M +$5.45K +285 +0.5%
3 4
5
6 7