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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
ACM
126
AlphaStar Capital Management
North Carolina
$285K +$283K +14,783 New
GGI
127
GPM Growth Investors
Michigan
$274K +$273K +14,218 New
ISB
128
Iowa State Bank
Iowa
$274K +$6.48K +338 +2%
BPA
129
Beacon Pointe Advisors
California
$267K – – –
CA
130
Cetera Advisors
Colorado
$265K -$17.6K -918 -6%
WHCI
131
W.H. Cornerstone Investments
Massachusetts
$256K +$2.22K +116 +0.9%
SM
132
Sensible Money
Arizona
$249K -$5.33K -278 -2%
TCA
133
Transcend Capital Advisors
New Jersey
$249K – – –
OC
134
Oppenheimer & Co
New York
$246K -$11.2K -586 -4%
SWP
135
Stratos Wealth Partners
Ohio
$245K -$34K -1,773 -12%
SEIA
136
Signature Estate & Investment Advisors
California
$243K – – –
YIA
137
YHB Investment Advisors
Connecticut
$240K +$22.8K +1,188 +11%
Mariner
138
Mariner
Kansas
$239K +$237K +12,391 New
CAC
139
Certified Advisory Corp
Florida
$237K -$5.06K -264 -2%
RIG
140
Ramiah Investment Group
Wisconsin
$236K +$235K +12,246 New
AWA
141
Arkadios Wealth Advisors
Georgia
$236K +$234K +12,202 New
RW
142
RVW Wealth
California
$227K – – –
DADC
143
D.A. Davidson & Co
Montana
$221K – – –
FCB
144
First Command Bank
Texas
$216K +$6.33K +330 +3%
FCFS
145
First Command Financial Services
Texas
$216K +$6.33K +330 +3%
FFIC
146
First Fiduciary Investment Counsel
Ohio
$216K – – –
KWM
147
Kaydan Wealth Management
Michigan
$208K +$207K +10,791 New
WIM
148
Waycross Investment Management
Washington
$208K +$206K +10,749 New
LWA
149
Lineweaver Wealth Advisors
Ohio
$206K +$939 +49 +0.5%
LIM
150
Leavell Investment Management
Alabama
$198K +$196K +10,250 New
4 5
6
7 8

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.