BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Overview Fund Activity

167 hedge funds and large institutions have $513M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+43
Holders Change %
+34.68%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
70
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$38.8M
2
Wells Fargo
Wells Fargo
California
$27.7M
3
HighTower Advisors
HighTower Advisors
Illinois
$17M
4
UBS Group
UBS Group
Switzerland
$21.5M
5
Morgan Stanley
Morgan Stanley
New York
$48.8M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$31.7M
2
Ameriprise
Ameriprise
Minnesota
$2.93M
3
NCM
Novare Capital Management
North Carolina
$4.63M
4
MWM
Marietta Wealth Management
Georgia
$4.92M
5
KMC
Kirr Marbach & Co
Indiana
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Anchor Investment Management
South Carolina
$37.7K -$18.1K -954 -32%
CIAS
152
Capital Investment Advisory Services
North Carolina
$33.7K -$34.1K -1,795 -50%
ST
153
Smithfield Trust
Pennsylvania
$28K +$270 +15 +1%
SIC
154
SJS Investment Consulting
Ohio
$27.1K – – –
HPC
155
HM Payson & Co
Maine
$24.8K +$24.8K +1,305 New
AF
156
Advisornet Financial
Minnesota
$23K +$8.53K +449 +59%
PTC
157
Private Trust Company
Ohio
$23K -$24.7K -1,282 -52%
KFI
158
Key Financial Inc
Pennsylvania
$21.6K – – –
WT
159
Washington Trust
Rhode Island
$19K +$19K +1,000 New
MSCM
160
McElhenny Sheffield Capital Management
Texas
$13.8K +$13.8K +725 New
CB
161
Community Bank
New York
$10.6K +$10.6K +560 New
NIC
162
Northwest Investment Counselors
Oregon
$9.11K +$57 +3 +0.6%
LFA
163
Level Financial Advisors
New York
$9K +$9K +468 New
BBHC
164
Brown Brothers Harriman & Co
New York
$5.93K – – –
PAG
165
Private Advisor Group
New Jersey
$1.64K +$1.64K +86,084 New
CTC
166
Central Trust Company
Missouri
$798 +$798 +42 New
SWM
167
Sugarloaf Wealth Management
Georgia
$364 +$364 +19 New
DP
168
Denver PWM
Colorado
– -$364K -19,353 Closed
T
169
TCWP
Ohio
– -$304K -16,380 Closed
RJT
170
Raymond James Trust
Florida
– -$189K -10,126 Closed
HGERS
171
Householder Group Estate & Retirement Specialist
Arizona
– -$140K -7,570 Closed
AIP
172
Almanack Investment Partners
Pennsylvania
– -$19K -1,028 Closed
OIA
173
Optimum Investment Advisors
Illinois
– -$2K -114 Closed
3 4 5 6
7