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Invesco BulletShares 2027 Corporate Bond ETF

271 hedge funds and large institutions have $1.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 156 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 49

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

8% more capital invested

Capital invested by funds: $1.32B → $1.42B (+$106M)

7% more funds holding

Funds holding: 254271 (+17)

1.5% less ownership

Funds ownership: 75.71%74.21% (-1.5%)

Holders
271
Holders Change
+17
Holders Change %
+6.69%
% of All Funds
3.91%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
36
Increased
156
Reduced
49
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
126
Redwood Financial Network
Ohio
$1.19M +$78.9K +4,113 +7%
PFS
127
Prospera Financial Services
Texas
$1.18M +$16.9K +881 +1%
APA
128
Astoria Portfolio Advisors
New York
$1.16M +$58 +3 +0%
BCFS
129
Butensky & Cohen Financial Security
Florida
$1.1M +$48.9K +2,547 +5%
FAM
130
Flaharty Asset Management
Florida
$1.08M -$402K -20,940 -27%
SI
131
Stephens Inc
Arkansas
$1.07M +$128K +6,690 +14%
JP Morgan Chase
132
JP Morgan Chase
New York
$1.07M +$1.07M +55,671 +31,812%
IWM
133
IHT Wealth Management
Illinois
$1.07M +$148K +7,705 +16%
KBFS
134
Kohmann Bosshard Financial Services
Ohio
$1.04M +$10.6K +551 +1%
AR
135
Apeiron RIA
Texas
$995K +$17.1K +892 +2%
HGA
136
Hobbs Group Advisors
South Carolina
$989K +$988K +51,464 New
AWS
137
Atria Wealth Solutions
New York
$985K +$25.9K +1,348 +3%
SRC
138
Shufro Rose & Co
New York
$969K
VWWMG
139
Vermillion & White Wealth Management Group
Pennsylvania
$954K
AWG
140
Altus Wealth Group
Colorado
$937K -$507K -26,412 -35%
OIM
141
Oder Investment Management
California
$937K +$89K +4,636 +11%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$936K +$448K +23,356 +92%
CAL
143
Capital Analysts LLC
Pennsylvania
$889K +$374K +19,506 +73%
IBOK
144
Independence Bank of Kentucky
Kentucky
$883K +$210K +10,956 +31%
AC
145
Apella Capital
Connecticut
$878K -$22.6K -1,178 -3%
FCAS
146
First Command Advisory Services
Texas
$856K +$334K +17,396 +64%
CFS
147
CRA Financial Services
New Jersey
$842K +$841K +43,798 New
EW
148
Evexia Wealth
Wisconsin
$833K +$828K +43,115 New
Comerica Bank
149
Comerica Bank
Texas
$831K +$109K +5,664 +15%
CWS
150
Cypress Wealth Services
California
$825K -$41.1K -2,142 -5%

BSCR Hedge Fund Activity: Q2 2024 in Review

271 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q2 2024, worth a combined $1.42B — up 8.1% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BSCR positions and 15 closed out — a net gain of 21 holders — while 156 added to existing stakes and 49 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.3M. The largest seller was Bank of America, cutting an estimated $18.5M.

  • 271 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q2 2024, up from 254 in Q1 2024.
  • Funds reported $1.42B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q2 2024, up 8.1% quarter-over-quarter.
  • 36 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q2 2024 and 15 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.3M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q2 2024 was Bank of America, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2024.