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Invesco BulletShares 2027 Corporate Bond ETF

292 hedge funds and large institutions have $1.64B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 181 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 39

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more capital invested

Capital invested by funds: $1.42B → $1.64B (+$216M)

8% more funds holding

Funds holding: 271292 (+21)

0.15% more ownership

Funds ownership: 74.21%74.35% (+0.15%)

Holders
292
Holders Change
+21
Holders Change %
+7.75%
% of All Funds
4.19%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
35
Increased
181
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
126
Atria Wealth Solutions
New York
$1.54M +$529K +27,048 +53%
ACA
127
Aptus Capital Advisors
Alabama
$1.54M +$1.14M +58,474 +300%
BFA
128
Beaumont Financial Advisors
Massachusetts
$1.47M -$60.4K -3,088 -4%
HNB
129
Huntington National Bank
Ohio
$1.44M
SAM
130
Sawgrass Asset Management
Florida
$1.4M -$50.8K -2,600 -4%
HA
131
Hanover Advisors
South Carolina
$1.38M +$72.8K +3,722 +6%
MTWM
132
Masso Torrence Wealth Management
New Jersey
$1.36M -$5.81K -297 -0.4%
WIC
133
Woodmont Investment Counsel
Tennessee
$1.35M -$45.4K -2,321 -3%
RFN
134
Redwood Financial Network
Ohio
$1.3M +$81.4K +4,162 +7%
AI
135
Atria Investments
North Carolina
$1.28M -$4.91M -251,233 -80%
KIG
136
Kessler Investment Group
Indiana
$1.23M -$8.29K -424 -0.7%
CFS
137
CRA Financial Services
New Jersey
$1.23M +$361K +18,450 +42%
RC
138
Roundview Capital
New Jersey
$1.22M -$154K -7,853 -11%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$1.22M +$829K +42,376 +220%
SWM
140
Segment Wealth Management
Texas
$1.2M -$51.2K -2,617 -4%
APA
141
Astoria Portfolio Advisors
New York
$1.18M -$6.2K -317 -0.5%
OIM
142
Oder Investment Management
California
$1.17M +$205K +10,491 +22%
BCFS
143
Butensky & Cohen Financial Security
Florida
$1.15M +$21.3K +1,088 +2%
FAM
144
Flaharty Asset Management
Florida
$1.1M
AR
145
Apeiron RIA
Texas
$1.09M +$71.6K +3,660 +7%
CAL
146
Capital Analysts LLC
Pennsylvania
$1.09M +$176K +8,996 +19%
HF
147
HRT Financial
New York
$1.07M +$1.06M +54,422 New
KBFS
148
Kohmann Bosshard Financial Services
Ohio
$1.07M +$4.17K +213 +0.4%
HGA
149
Hobbs Group Advisors
South Carolina
$1.05M +$30.3K +1,549 +3%
GWANC
150
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.03M +$1.02M +52,318 New

BSCR Hedge Fund Activity: Q3 2024 in Review

292 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q3 2024, worth a combined $1.64B — up 15% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCR positions and 11 closed out — a net gain of 24 holders — while 181 added to existing stakes and 39 trimmed.

The largest buyer was Manchester Financial, adding an estimated $27.4M. The largest seller was Eastern Bank, cutting an estimated $22.9M.

  • 292 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q3 2024, up from 271 in Q2 2024.
  • Funds reported $1.64B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q3 2024 and 11 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q3 2024 was Manchester Financial, an estimated $27.4M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q3 2024 was Eastern Bank, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2024.