BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Overview Fund Activity

269 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, 154 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+17
Holders Change %
+6.75%
% 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
154
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$46.3M
2
RJA
2
Raymond James & Associates
Florida
$39.2M
3
4WM
3
49 Wealth Management
Texas
$12.8M
4
MF
4
Manchester Financial
California
$36M
5
KAS
5
Kestra Advisory Services
Texas
$12.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$79.2M
2
Jane Street
2
Jane Street
New York
$4.32M
3
Ameriprise
3
Ameriprise
Minnesota
$9.38M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
GLA
5
Good Life Advisors
Pennsylvania
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSWS
151
Higgins & Schmidt Wealth Strategies
Colorado
$819K +$75.8K +3,942 +10%
SFG
152
Sterling Financial Group
California
$769K -$83.3K -4,334 -10%
Brown Advisory
153
Brown Advisory
Maryland
$757K +$757K +39,382 New
CFCI
154
Comprehensive Financial Consultants Institutional
Indiana
$704K – – –
KOC
155
Koss-Olinger Consulting
Florida
$700K +$700K +36,410 New
Creative Planning
156
Creative Planning
Kansas
$694K +$48.4K +2,519 +7%
SPC
157
Sigma Planning Corp
Michigan
$655K -$2.4M -125,108 -79%
IWP
158
Insight Wealth Partners
Texas
$648K +$9.51K +495 +1%
WFC
159
Western Financial Corp
California
$645K +$45.6K +2,371 +8%
CIA
160
Capital Investment Advisors
Georgia
$623K -$28.4K -1,476 -4%
SIAS
161
Summit Investment Advisory Services
Minnesota
$614K +$614K +31,947 New
TVM
162
True Vision MN
Minnesota
$589K +$11.9K +617 +2%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$586K – – –
OBWG
164
Onyx Bridge Wealth Group
New York
$584K -$48.1K -2,500 -8%
KPWS
165
Kestra Private Wealth Services
Texas
$563K +$93.2K +4,851 +20%
CFS
166
Coordinated Financial Services
Colorado
$558K +$83.4K +4,338 +18%
OIA
167
OneDigital Investment Advisors
Kansas
$555K +$186K +9,676 +50%
KWM
168
Kingsview Wealth Management
Oregon
$527K +$56.3K +2,927 +12%
AWA
169
Arete Wealth Advisors
Illinois
$525K +$50K +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 -$9.94K -517 -2%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$471K +$5.77K +300 +1%
SCA
174
Snowden Capital Advisors
New York
$464K +$11.3K +590 +3%
HT
175
Heritage Trust
Oklahoma
$446K +$92K +4,785 +26%
5 6
7
8 9