We are live on ! Find out more
BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

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: 11 → 14 (+3)

15% more capital invested

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

8% more funds holding

Funds holding: 271 → 292 (+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
–

Top Buyers

Rank Fund Capital Flow
1
MF
Manchester Financial
California
+$27.4M
2
SFG
SNS Financial Group
Minnesota
+$24.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$13.1M
4
Wells Fargo
Wells Fargo
California
+$12.9M
5
Truist Financial
Truist Financial
North Carolina
+$8.58M

Top Sellers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
-$22.9M
2
SFC
Strategic Financial Concepts
Texas
-$6.88M
3
AI
Atria Investments
North Carolina
-$4.91M
4
Bank of America
Bank of America
North Carolina
-$4.11M
5
EH
Equitable Holdings
New York
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$993K +$32.7K +1,670 +3%
VWWMG
152
Vermillion & White Wealth Management Group
Pennsylvania
$978K – – –
EW
153
Evexia Wealth
Wisconsin
$974K +$129K +6,577 +15%
MA
154
Montag & Associates
Georgia
$973K +$798K +40,811 +478%
SRC
155
Shufro Rose & Co
New York
$969K – – –
CWS
156
Cypress Wealth Services
California
$954K +$106K +5,429 +13%
IBOK
157
Independence Bank of Kentucky
Kentucky
$944K +$38.2K +1,953 +4%
AWG
158
Altus Wealth Group
Colorado
$921K -$39.8K -2,035 -4%
CG
159
Cynosure Group
Utah
$902K +$894K +45,719 New
TF
160
Tenon Financial
New Jersey
$898K +$891K +45,557 New
FCAS
161
First Command Advisory Services
Texas
$890K +$11.5K +589 +1%
HSWS
162
Higgins & Schmidt Wealth Strategies
Colorado
$882K +$40.7K +2,084 +5%
Comerica Bank
163
Comerica Bank
Texas
$882K +$28.3K +1,445 +3%
AC
164
Apella Capital
Connecticut
$845K -$52.5K -2,687 -6%
SPC
165
Sigma Planning Corp
Michigan
$830K +$156K +8,003 +23%
Brown Advisory
166
Brown Advisory
Maryland
$777K – – –
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$749K +$743K +37,985 New
SFG
168
Sterling Financial Group
California
$744K -$44.6K -2,279 -6%
CFCI
169
Comprehensive Financial Consultants Institutional
Indiana
$732K +$10.1K +515 +1%
KOC
170
Koss-Olinger Consulting
Florida
$729K +$11.1K +569 +2%
KPWS
171
Kestra Private Wealth Services
Texas
$722K +$144K +7,350 +25%
WFC
172
Western Financial Corp
California
$716K +$54.1K +2,769 +8%
TVM
173
True Vision MN
Minnesota
$704K +$98.8K +5,055 +16%
IWP
174
Insight Wealth Partners
Texas
$665K – – –
KFI
175
Key Financial Inc
Pennsylvania
$659K +$302K +15,440 +86%
5 6
7
8 9

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.