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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

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: 8 → 11 (+3)

8% more capital invested

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

7% more funds holding

Funds holding: 254 → 271 (+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
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$46.3M
2
RJA
Raymond James & Associates
Florida
+$17.2M
3
4WM
49 Wealth Management
Texas
+$12.8M
4
MF
Manchester Financial
California
+$11.9M
5
KAS
Kestra Advisory Services
Texas
+$8.98M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$18.5M
2
Jane Street
Jane Street
New York
-$14.2M
3
Ameriprise
Ameriprise
Minnesota
-$3.71M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.69M
5
GLA
Good Life Advisors
Pennsylvania
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSWS
151
Higgins & Schmidt Wealth Strategies
Colorado
$819K +$75.7K +3,942 +10%
SFG
152
Sterling Financial Group
California
$769K -$83.2K -4,334 -10%
Brown Advisory
153
Brown Advisory
Maryland
$757K +$756K +39,382 New
CFCI
154
Comprehensive Financial Consultants Institutional
Indiana
$704K – – –
KOC
155
Koss-Olinger Consulting
Florida
$700K +$699K +36,410 New
Creative Planning
156
Creative Planning
Kansas
$694K +$48.3K +2,519 +7%
SPC
157
Sigma Planning Corp
Michigan
$655K -$2.4M -125,108 -79%
IWP
158
Insight Wealth Partners
Texas
$648K +$9.5K +495 +1%
WFC
159
Western Financial Corp
California
$645K +$45.5K +2,371 +8%
CIA
160
Capital Investment Advisors
Georgia
$623K -$28.3K -1,476 -4%
SIAS
161
Summit Investment Advisory Services
Minnesota
$614K +$613K +31,947 New
TVM
162
True Vision MN
Minnesota
$589K +$11.8K +617 +2%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$586K – – –
OBWG
164
Onyx Bridge Wealth Group
New York
$584K -$48K -2,500 -8%
KPWS
165
Kestra Private Wealth Services
Texas
$563K +$93.1K +4,851 +20%
CFS
166
Coordinated Financial Services
Colorado
$558K +$83.3K +4,338 +18%
OIA
167
OneDigital Investment Advisors
Kansas
$555K +$186K +9,676 +50%
KWM
168
Kingsview Wealth Management
Oregon
$527K +$56.2K +2,927 +12%
AWA
169
Arete Wealth Advisors
Illinois
$525K +$49.9K +2,601 +11%
DFG
170
Delta Financial Group
New Jersey
$510K +$121K +6,318 +31%
OP
171
ORG Partners
Indiana
$494K +$494K +25,725 New
Corient Private Wealth
172
Corient Private Wealth
Florida
$486K -$9.92K -517 -2%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$471K +$5.76K +300 +1%
SCA
174
Snowden Capital Advisors
New York
$464K +$11.3K +590 +3%
HT
175
Heritage Trust
Oklahoma
$446K +$91.8K +4,785 +26%
5 6
7
8 9

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.