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 %
SWM
126
Silverlake Wealth Management
Vermont
$1.13M +$339K +17,569 +43%
RFN
127
Redwood Financial Network
Ohio
$1.11M +$87.2K +4,518 +9%
BCFS
128
Butensky & Cohen Financial Security
Florida
$1.05M +$44.4K +2,300 +4%
KBFS
129
Kohmann Bosshard Financial Services
Ohio
$1.03M -$39 -2 -0%
Truist Financial
130
Truist Financial
North Carolina
$985K +$40.5K +2,097 +4%
AR
131
Apeiron RIA
Texas
$981K +$212 +11 +0%
CA
132
Cetera Advisors
Colorado
$975K +$743K +38,537 +321%
SRC
133
Shufro Rose & Co
New York
$973K +$973K +50,417 New
AWS
134
Atria Wealth Solutions
New York
$963K +$91.7K +4,755 +11%
VWWMG
135
Vermillion & White Wealth Management Group
Pennsylvania
$957K +$957K +49,610 New
SI
136
Stephens Inc
Arkansas
$949K +$167K +8,647 +21%
IWM
137
IHT Wealth Management
Illinois
$921K -$45.4K -2,356 -5%
AC
138
Apella Capital
Connecticut
$897K -$35.8K -1,861 -4%
CWS
139
Cypress Wealth Services
California
$869K +$10.9K +564 +1%
SFG
140
Sterling Financial Group
California
$855K -$11.3M -587,081 -93%
OIM
141
Oder Investment Management
California
$851K +$46.7K +2,423 +6%
BA
142
Ballew Advisors
Mississippi
$826K +$128K +6,712 +18%
BFG
143
Beacon Financial Group
Texas
$775K +$775K +40,200 New
HSWS
144
Higgins & Schmidt Wealth Strategies
Colorado
$746K +$33.4K +1,730 +5%
Comerica Bank
145
Comerica Bank
Texas
$725K +$19.1K +992 +3%
CFCI
146
Comprehensive Financial Consultants Institutional
Indiana
$706K +$77.2K +4,002 +12%
Renaissance Technologies
147
Renaissance Technologies
New York
$685K +$124K +6,402 +22%
IBOK
148
Independence Bank of Kentucky
Kentucky
$674K +$183K +9,490 +37%
CIA
149
Capital Investment Advisors
Georgia
$654K -$41.5K -2,153 -6%
Creative Planning
150
Creative Planning
Kansas
$648K +$100K +5,206 +18%
4 5
6
7 8