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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

292 hedge funds and large institutions have $1.64B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 181 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 39

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

15% more capital invested

Capital invested by funds: $1.42B → $1.64B (+$216M)

8% more funds holding

Funds holding: 271 → 292 (+21)

0.15% more ownership

Funds ownership: 74.21% → 74.35% (+0.15%)

Holders
292
Holders Change
+21
Holders Change %
+7.75%
% of All Funds
4.19%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
35
Increased
181
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MF
Manchester Financial
California
+$27.4M
2
SFG
SNS Financial Group
Minnesota
+$24.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.1M
4
Wells Fargo
Wells Fargo
California
+$12.9M
5
Truist Financial
Truist Financial
North Carolina
+$8.58M

Top Sellers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
-$22.9M
2
SFC
Strategic Financial Concepts
Texas
-$6.88M
3
AI
Atria Investments
North Carolina
-$4.91M
4
Bank of America
Bank of America
North Carolina
-$4.11M
5
EH
Equitable Holdings
New York
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
KMC
101
Kirr Marbach & Co
Indiana
$2.69M +$92.4K +4,725 +4%
LC
102
Legacy CG
Texas
$2.67M -$146K -7,459 -5%
HWAM
103
Hennion & Walsh Asset Management
New Jersey
$2.65M +$725K +37,078 +38%
PFS
104
Prospera Financial Services
Texas
$2.54M +$1.32M +67,641 +110%
LPT
105
Legacy Private Trust
Wisconsin
$2.54M +$55.3K +2,829 +2%
GWM
106
Geneos Wealth Management
Colorado
$2.51M +$612K +31,319 +33%
SAM
107
Secure Asset Management
Michigan
$2.48M +$162K +8,277 +7%
CT
108
Colonial Trust
South Carolina
$2.48M +$435K +22,243 +21%
GIA
109
Gladstone Institutional Advisory
Florida
$2.46M +$68K +3,477 +3%
P
110
Paradiem
Louisiana
$2.44M -$1.82K -93 -0.1%
ACM
111
AlphaStar Capital Management
North Carolina
$2.32M +$278K +14,206 +14%
FF
112
Farnam Financial
Arizona
$2.3M +$2.28M +116,459 New
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$2.26M +$1.74K +89 +0.1%
OLA
114
Oliver Luxxe Assets
New Jersey
$2.22M +$48.9K +2,500 +2%
OPA
115
Old Port Advisors
Maine
$2.08M +$193K +9,876 +10%
EI
116
Ellevest Inc
New York
$2.02M +$305K +15,580 +18%
IWM
117
IHT Wealth Management
Illinois
$1.97M +$866K +44,270 +80%
LIM
118
Leavell Investment Management
Alabama
$1.83M -$19.6K -1,001 -1%
DWM
119
Denver Wealth Management
Colorado
$1.79M +$463K +23,657 +35%
BBW
120
Blue Barn Wealth
Utah
$1.78M +$24.1K +1,235 +1%
SWM
121
Silverlake Wealth Management
Vermont
$1.72M +$413K +21,134 +32%
SI
122
Stephens Inc
Arkansas
$1.64M +$532K +27,202 +49%
LWMM
123
Legacy Wealth Management (Mississippi)
Mississippi
$1.62M +$1.6M +82,000 New
GCM
124
G2 Capital Management
Ohio
$1.58M +$17.2K +882 +1%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$1.56M +$3.64K +186 +0.2%
3 4
5
6 7

BSCR Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q3 2024, worth a combined $1.64B — up 15% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCR positions and 11 closed out — a net gain of 24 holders — while 181 added to existing stakes and 39 trimmed.

The largest buyer was Manchester Financial, adding an estimated $27.4M. The largest seller was Eastern Bank, cutting an estimated $22.9M.

  • 292 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q3 2024, up from 271 in Q2 2024.
  • Funds reported $1.64B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q3 2024 and 11 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q3 2024 was Manchester Financial, an estimated $27.4M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q3 2024 was Eastern Bank, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2024.