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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

247 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

184% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 45

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

46% more capital invested

Capital invested by funds: $832M → $1.22B (+$384M)

18% more funds holding

Funds holding: 210 → 247 (+37)

8.6% more ownership

Funds ownership: 76.75% → 85.35% (+8.6%)

Holders
247
Holders Change
+37
Holders Change %
+17.62%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
52
Increased
128
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$155M
2
Bank of America
Bank of America
North Carolina
+$29.1M
3
RMDI
R.M. Davis Inc
Maine
+$19.6M
4
HBT
Hills Bank & Trust
Iowa
+$17.8M
5
UBS Group
UBS Group
Switzerland
+$14.5M

Top Sellers

Rank Fund Capital Flow
1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$11.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$7.57M
3
NWM
Northcape Wealth Management
New York
-$5.35M
4
HWA
Heartwood Wealth Advisors
Virginia
-$3.39M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
176
Kades & Cheifetz
Pennsylvania
$344K +$336K +17,704 New
FCI
177
Financial Counselors Inc
Kansas
$344K – – –
HT
178
Heritage Trust
Oklahoma
$318K +$309K +16,323 New
RSWM
179
Robertson Stephens Wealth Management
California
$307K – – –
AWA
180
Arkadios Wealth Advisors
Georgia
$305K +$9.48K +500 +3%
RW
181
RVW Wealth
California
$304K +$72.8K +3,843 +33%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$301K +$67.6K +3,568 +30%
AWM
183
AE Wealth Management
Kansas
$296K -$40.7K -2,148 -12%
NL
184
NWAM LLC
Washington
$296K +$288K +15,215 New
TCA
185
Transcend Capital Advisors
New Jersey
$287K +$36.7K +1,935 +15%
RIG
186
Ramiah Investment Group
Wisconsin
$262K +$6.67K +352 +3%
LWM
187
LongView Wealth Management
Georgia
$252K +$246K +13,000 New
LWMG
188
Levy Wealth Management Group
Pennsylvania
$250K +$244K +12,875 New
PS
189
Principal Securities
Iowa
$250K +$243K +12,831 New
OC
190
Oppenheimer & Co
New York
$248K – – –
SEIA
191
Signature Estate & Investment Advisors
California
$245K – – –
ISB
192
Iowa State Bank
Iowa
$244K +$3.56K +188 +2%
AIM
193
Anchor Investment Management
South Carolina
$242K +$140K +7,408 +147%
WA
194
WESPAC Advisors
California
$237K +$231K +12,203 New
FA
195
FC Advisory
Pennsylvania
$236K +$34.3K +1,811 +18%
CA
196
Cetera Advisors
Colorado
$234K -$5.38K -284 -2%
YIA
197
YHB Investment Advisors
Connecticut
$232K -$18.2K -960 -7%
KP
198
Keel Point
Alabama
$231K +$225K +11,865 New
IFG
199
Independent Financial Group
California
$231K +$225K +11,856 New
HCM
200
Hengehold Capital Management
Ohio
$221K +$216K +11,373 New
6 7
8
9 10

BSCR Hedge Fund Activity: Q4 2023 in Review

247 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2023, worth a combined $1.22B — up 46% from $832M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BSCR positions and 13 closed out — a net gain of 39 holders — while 128 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $155M. The largest seller was Legacy Financial Group (Iowa), cutting an estimated $11.8M.

  • 247 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2023, up from 210 in Q3 2023.
  • Funds reported $1.22B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2023, up 46% quarter-over-quarter.
  • 52 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2023 and 13 closed out, a net change of +39 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $155M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2023 was Legacy Financial Group (Iowa), an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2023.