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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

330 hedge funds and large institutions have $1.87B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 53

196% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 23

36% more funds holding in top 10

Funds holding in top 10: 14 → 19 (+5)

14% more capital invested

Capital invested by funds: $1.64B → $1.87B (+$231M)

13% more funds holding

Funds holding: 292 → 330 (+38)

2.18% more ownership

Funds ownership: 74.35% → 76.54% (+2.2%)

Holders
330
Holders Change
+38
Holders Change %
+13.01%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
68
Increased
176
Reduced
53
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
MAI Capital Management
Ohio
+$39.7M
2
IAA
Independent Advisor Alliance
North Carolina
+$18.2M
3
Wells Fargo
Wells Fargo
California
+$15.7M
4
CWM
Cornerstone Wealth Management
Missouri
+$11.6M
5
LPL Financial
LPL Financial
California
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$10.1M
2
MFWM
Motley Fool Wealth Management
Virginia
-$8.06M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.39M
4
MF
Manchester Financial
California
-$5.29M
5
GLA
Good Life Advisors
Pennsylvania
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
151
Astoria Portfolio Advisors
New York
$1.33M +$164K +8,369 +14%
WIC
152
Woodmont Investment Counsel
Tennessee
$1.33M – – –
OMC
153
Old Mission Capital
Illinois
$1.32M +$1.32M +67,793 New
IWM
154
IHT Wealth Management
Illinois
$1.31M -$639K -32,685 -33%
RC
155
Roundview Capital
New Jersey
$1.21M – – –
SWM
156
Segment Wealth Management
Texas
$1.21M +$18.3K +939 +2%
RFWA
157
RPg Family Wealth Advisory
Massachusetts
$1.2M +$1.2M +61,500 New
BCFS
158
Butensky & Cohen Financial Security
Florida
$1.16M +$25.1K +1,285 +2%
AA
159
ArborFi Advisors
Michigan
$1.15M +$1.15M +59,085 New
KFI
160
Key Financial Inc
Pennsylvania
$1.15M +$501K +25,616 +77%
JWCA
161
J.W. Cole Advisors
Florida
$1.13M +$690K +35,331 +156%
FTUS
162
Flow Traders U.S.
New York
$1.13M +$1.13M +57,992 New
KIG
163
Kessler Investment Group
Indiana
$1.12M -$96K -4,912 -8%
HI
164
Harbour Investments
Wisconsin
$1.11M +$811K +41,506 +265%
SFC
165
Strategic Financial Concepts
Texas
$1.1M +$628K +32,116 +131%
SRC
166
Shufro Rose & Co
New York
$1.1M +$114K +5,850 +12%
FAM
167
Flaharty Asset Management
Florida
$1.09M – – –
RIS
168
Richmond Investment Services
Wisconsin
$1.08M +$1.08M +55,462 New
GWANC
169
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.07M +$53.1K +2,718 +5%
KBFS
170
Kohmann Bosshard Financial Services
Ohio
$1.07M +$8.42K +431 +0.8%
AR
171
Apeiron RIA
Texas
$1.06M -$18.1K -924 -2%
HGA
172
Hobbs Group Advisors
South Carolina
$1.03M -$1.56K -80 -0.2%
FIM
173
Freedom Investment Management
Connecticut
$1.02M +$466K +23,836 +84%
RAM
174
Redmond Asset Management
Virginia
$987K +$990K +50,672 New
Comerica Bank
175
Comerica Bank
Texas
$985K +$115K +5,880 +13%
5 6
7
8 9

BSCR Hedge Fund Activity: Q4 2024 in Review

330 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2024, worth a combined $1.87B — up 14% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new BSCR positions and 23 closed out — a net gain of 45 holders — while 176 added to existing stakes and 53 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $39.7M. The largest seller was Kestra Advisory Services, cutting an estimated $10.1M.

  • 330 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2024, up from 292 in Q3 2024.
  • Funds reported $1.87B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 68 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2024 and 23 closed out, a net change of +45 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2024 was MAI Capital Management, an estimated $39.7M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2024.