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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

247 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

184% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 45

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

46% more capital invested

Capital invested by funds: $832M → $1.22B (+$384M)

18% more funds holding

Funds holding: 210 → 247 (+37)

8.6% more ownership

Funds ownership: 76.75% → 85.35% (+8.6%)

Holders
247
Holders Change
+37
Holders Change %
+17.62%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
52
Increased
128
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$155M
2
Bank of America
Bank of America
North Carolina
+$29.1M
3
RMDI
R.M. Davis Inc
Maine
+$19.6M
4
HBT
Hills Bank & Trust
Iowa
+$17.8M
5
UBS Group
UBS Group
Switzerland
+$14.5M

Top Sellers

Rank Fund Capital Flow
1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$11.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$7.57M
3
NWM
Northcape Wealth Management
New York
-$5.35M
4
HWA
Heartwood Wealth Advisors
Virginia
-$3.39M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$967K +$232K +12,229 +33%
Truist Financial
127
Truist Financial
North Carolina
$953K +$164K +8,649 +21%
AC
128
Apella Capital
Connecticut
$938K +$108K +5,700 +13%
AWS
129
Atria Wealth Solutions
New York
$878K +$188K +9,935 +28%
OPA
130
Old Port Advisors
Maine
$871K +$589K +31,070 +227%
CWS
131
Cypress Wealth Services
California
$866K -$19.7K -1,039 -2%
OIM
132
Oder Investment Management
California
$811K +$129K +6,801 +20%
MWA
133
Midland Wealth Advisors
Illinois
$807K +$786K +41,464 New
SWM
134
Silverlake Wealth Management
Vermont
$795K +$304K +16,038 +65%
MA
135
MONECO Advisors
Connecticut
$791K +$280K +14,751 +57%
SI
136
Stephens Inc
Arkansas
$789K +$153K +8,053 +25%
HSWS
137
Higgins & Schmidt Wealth Strategies
Colorado
$719K +$700K +36,954 New
Comerica Bank
138
Comerica Bank
Texas
$712K +$132K +6,980 +24%
BA
139
Ballew Advisors
Mississippi
$711K +$5.06K +267 +0.7%
FIM
140
Freedom Investment Management
Connecticut
$706K +$417K +22,024 +154%
CIA
141
Capital Investment Advisors
Georgia
$702K +$21.4K +1,129 +3%
OBWG
142
Onyx Bridge Wealth Group
New York
$695K -$30.6K -1,615 -4%
IWP
143
Insight Wealth Partners
Texas
$674K -$71.1K -3,753 -10%
EWP
144
Engrave Wealth Partners
Texas
$652K +$635K +33,511 New
CFCI
145
Comprehensive Financial Consultants Institutional
Indiana
$634K -$15.6K -822 -2%
Renaissance Technologies
146
Renaissance Technologies
New York
$566K +$552K +29,100 New
TVM
147
True Vision MN
Minnesota
$560K +$545K +28,765 New
Creative Planning
148
Creative Planning
Kansas
$552K +$89.4K +4,719 +20%
FCAS
149
First Command Advisory Services
Texas
$524K +$281K +14,818 +122%
SIC
150
Sigma Investment Counselors
Michigan
$520K +$507K +26,737 New
4 5
6
7 8

BSCR Hedge Fund Activity: Q4 2023 in Review

247 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2023, worth a combined $1.22B — up 46% from $832M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BSCR positions and 13 closed out — a net gain of 39 holders — while 128 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Legacy Financial Group (Iowa), cutting an estimated $11.8M.

  • 247 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2023, up from 210 in Q3 2023.
  • Funds reported $1.22B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2023, up 46% quarter-over-quarter.
  • 52 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2023 and 13 closed out, a net change of +39 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $155M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2023 was Legacy Financial Group (Iowa), an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2023.