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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

198 hedge funds and large institutions have $718M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

150% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 42

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

13% more capital invested

Capital invested by funds: $637M → $718M (+$80.9M)

9% more funds holding

Funds holding: 182 → 198 (+16)

1.08% more ownership

Funds ownership: 73.79% → 74.87% (+1.1%)

Holders
198
Holders Change
+16
Holders Change %
+8.79%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
105
Reduced
42
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$38.6M
2
SFG
Sterling Financial Group
California
+$10.7M
3
Jane Street
Jane Street
New York
+$7.41M
4
GLA
Good Life Advisors
Pennsylvania
+$6.61M
5
Stifel Financial
Stifel Financial
Missouri
+$5.84M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$31.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.52M
3
MF
Manchester Financial
California
-$1.74M
4
IWM
IHT Wealth Management
Illinois
-$994K
5
NCM
Novare Capital Management
North Carolina
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
126
Arlington Capital Management
Illinois
$446K +$451K +23,442 New
EI
127
Ellevest Inc
New York
$442K +$8.81K +458 +2%
SCA
128
Snowden Capital Advisors
New York
$428K +$67K +3,484 +18%
1IA
129
1834 Investment Advisors
Wisconsin
$426K – – –
OBWG
130
Onyx Bridge Wealth Group
New York
$411K +$415K +21,582 New
BFG
131
Berger Financial Group
Minnesota
$409K +$414K +21,515 New
KBFS
132
Kohmann Bosshard Financial Services
Ohio
$402K – – –
KWM
133
Kingsview Wealth Management
Oregon
$402K +$112K +5,817 +38%
KOC
134
Koss-Olinger Consulting
Florida
$394K +$398K +20,707 New
FHA
135
First Horizon Advisors
Tennessee
$391K +$24K +1,250 +6%
NFG
136
Nations Financial Group
Iowa
$374K +$20.2K +1,049 +6%
WWM
137
Western Wealth Management
Colorado
$360K – – –
SM
138
Sensible Money
Arizona
$344K +$99.5K +5,175 +40%
UL
139
Unionview LLC
Washington
$340K -$57.6K -2,994 -14%
SC
140
Savant Capital
Illinois
$339K +$500 +26 +0.1%
MA
141
MONECO Advisors
Connecticut
$309K +$313K +16,266 New
IBOK
142
Independence Bank of Kentucky
Kentucky
$304K +$11.8K +612 +4%
RSWM
143
Robertson Stephens Wealth Management
California
$300K – – –
Mariner
144
Mariner
Kansas
$300K +$64.6K +3,360 +27%
Citadel Advisors
145
Citadel Advisors
Florida
$299K +$302K +15,715 New
FIM
146
Freedom Investment Management
Connecticut
$278K -$135K -7,002 -32%
HWAM
147
Hennion & Walsh Asset Management
New Jersey
$274K +$277K +14,409 New
CAL
148
Capital Analysts LLC
Pennsylvania
$264K +$147K +7,667 +123%
BPA
149
Beacon Pointe Advisors
California
$262K -$692 -36 -0.3%
WHCI
150
W.H. Cornerstone Investments
Massachusetts
$255K +$2.56K +133 +1%
4 5
6
7 8

BSCR Hedge Fund Activity: Q2 2023 in Review

198 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q2 2023, worth a combined $718M — up 13% from $637M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSCR positions and 7 closed out — a net gain of 17 holders — while 105 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $31.9M sold.

  • 198 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q2 2023, up from 182 in Q1 2023.
  • Funds reported $718M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q2 2023 and 7 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $38.6M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q2 2023 was Aptus Capital Advisors, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2023.