We are live on ! Find out more
BSCR icon

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
IWP
151
Insight Wealth Partners
Texas
$641K -$27.3K -1,412 -4%
OBWG
152
Onyx Bridge Wealth Group
New York
$627K -$54.2K -2,806 -8%
Mariner
153
Mariner
Kansas
$626K +$279K +14,431 +80%
WFC
154
Western Financial Corp
California
$601K +$132K +6,818 +28%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$588K +$589K +30,500 New
TVM
156
True Vision MN
Minnesota
$573K +$24.8K +1,286 +4%
SCA
157
Stonebridge Capital Advisors
Minnesota
$563K +$93.1K +4,816 +20%
FCAS
158
First Command Advisory Services
Texas
$523K +$3.25K +168 +0.6%
CAL
159
Capital Analysts LLC
Pennsylvania
$516K +$16.1K +834 +3%
SFC
160
Strategic Financial Concepts
Texas
$500K +$123K +6,391 +33%
Corient Private Wealth
161
Corient Private Wealth
Florida
$498K +$499K +25,828 New
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$489K +$190K +9,852 +64%
SIC
163
Sigma Investment Counselors
Michigan
$483K -$32.8K -1,700 -6%
AWA
164
Arete Wealth Advisors
Illinois
$477K +$477K +24,709 New
CFS
165
Coordinated Financial Services
Colorado
$476K +$477K +24,698 New
KWM
166
Kingsview Wealth Management
Oregon
$472K -$7.07K -366 -1%
KPWS
167
Kestra Private Wealth Services
Texas
$471K +$472K +24,435 New
CIBC World Market
168
CIBC World Market
Ontario, Canada
$467K +$38.8K +2,010 +9%
SCA
169
Snowden Capital Advisors
New York
$455K +$20.6K +1,067 +5%
MWA
170
Midland Wealth Advisors
Illinois
$448K -$353K -18,264 -44%
FHA
171
First Horizon Advisors
Tennessee
$418K +$50.2K +2,600 +14%
NFG
172
Nations Financial Group
Iowa
$416K +$10.3K +534 +3%
HWM
173
HB Wealth Management
Georgia
$411K +$17.1K +886 +4%
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$396K +$30.1K +1,560 +8%
KC
175
Kades & Cheifetz
Pennsylvania
$393K +$51.3K +2,653 +15%
5 6
7
8 9

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.