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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

254 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, 150 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 46

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.22B → $1.32B (+$99.7M)

3% more funds holding

Funds holding: 247 → 254 (+7)

9.64% less ownership

Funds ownership: 85.35% → 75.71% (-9.6%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
3.66%
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
150
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$46.8M
2
LPL Financial
LPL Financial
California
+$31.5M
3
HBT
Hills Bank & Trust
Iowa
+$20.1M
4
AIM
Anchor Investment Management
South Carolina
+$14.5M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$13.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$123M
2
SFG
Sterling Financial Group
California
-$11.3M
3
MFWM
Motley Fool Wealth Management
Virginia
-$6.95M
4
LPT
Legacy Private Trust
Wisconsin
-$5.41M
5
PA
Procyon Advisors
Connecticut
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
126
Silverlake Wealth Management
Vermont
$1.13M +$339K +17,569 +43%
RFN
127
Redwood Financial Network
Ohio
$1.11M +$87.3K +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 +$213 +11 +0%
CA
132
Cetera Advisors
Colorado
$975K +$745K +38,537 +321%
SRC
133
Shufro Rose & Co
New York
$973K +$974K +50,417 New
AWS
134
Atria Wealth Solutions
New York
$963K +$91.9K +4,755 +11%
VWWMG
135
Vermillion & White Wealth Management Group
Pennsylvania
$957K +$959K +49,610 New
SI
136
Stephens Inc
Arkansas
$949K +$167K +8,647 +21%
IWM
137
IHT Wealth Management
Illinois
$921K -$45.5K -2,356 -5%
AC
138
Apella Capital
Connecticut
$897K -$36K -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 +$46.8K +2,423 +6%
BA
142
Ballew Advisors
Mississippi
$826K +$130K +6,712 +18%
BFG
143
Beacon Financial Group
Texas
$775K +$777K +40,200 New
HSWS
144
Higgins & Schmidt Wealth Strategies
Colorado
$746K +$33.4K +1,730 +5%
Comerica Bank
145
Comerica Bank
Texas
$725K +$19.2K +992 +3%
CFCI
146
Comprehensive Financial Consultants Institutional
Indiana
$706K +$77.3K +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 -$41.6K -2,153 -6%
Creative Planning
150
Creative Planning
Kansas
$648K +$101K +5,206 +18%
4 5
6
7 8

BSCR Hedge Fund Activity: Q1 2024 in Review

254 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2024, worth a combined $1.32B — up 8.2% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSCR positions and 21 closed out — a net gain of 11 holders — while 150 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $123M.

  • 254 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2024, up from 247 in Q4 2023.
  • Funds reported $1.32B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 32 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2024 and 21 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $46.8M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2024.