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Invesco BulletShares 2027 Corporate Bond ETF

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: 811 (+3)

8% more capital invested

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

7% more funds holding

Funds holding: 254271 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KC
176
Kades & Cheifetz
Pennsylvania
$441K +$49.8K +2,596 +13%
AWA
177
Arkadios Wealth Advisors
Georgia
$438K +$129K +6,731 +42%
NFG
178
Nations Financial Group
Iowa
$434K +$20.1K +1,048 +5%
FHA
179
First Horizon Advisors
Tennessee
$424K +$7.29K +380 +2%
HWM
180
HB Wealth Management
Georgia
$412K +$2.38K +124 +0.6%
SM
181
Sensible Money
Arizona
$410K +$27.9K +1,454 +7%
Mariner
182
Mariner
Kansas
$403K -$220K -11,447 -35%
FIA
183
Foundations Investment Advisors
Arizona
$397K +$118K +6,165 +42%
AIFAIM
184
American Institute for Advanced Investment Management
Arizona
$396K +$101K +5,285 +34%
SC
185
Savant Capital
Illinois
$386K +$39.5K +2,058 +11%
DWA
186
Divergent Wealth Advisors
Utah
$386K
NRI
187
NFP Retirement Inc
California
$386K
PS
188
Principal Securities
Iowa
$385K +$108K +5,628 +39%
MWP
189
Moller Wealth Partners
$384K +$384K +20,000 New
SFC
190
Strategic Financial Concepts
Texas
$377K +$6.73M +350,603 +1,354%
ACA
191
Aptus Capital Advisors
Alabama
$374K +$99.7K +5,196 +36%
WWM
192
Western Wealth Management
Colorado
$371K
Jones Financial Companies
193
Jones Financial Companies
Missouri
$370K +$350K +18,257 +1,826%
FCI
194
Financial Counselors Inc
Kansas
$364K
SFG
195
SNS Financial Group
Minnesota
$348K +$347K +18,086 New
KFI
196
Key Financial Inc
Pennsylvania
$346K +$212K +11,058 +159%
SIC
197
Sigma Investment Counselors
Michigan
$339K -$142K -7,379 -29%
DA
198
Dover Advisors
Virginia
$334K +$27.9K +1,452 +9%
UCFA
199
United Capital Financial Advisors
Texas
$331K +$103K +5,345 +45%
FIM
200
Freedom Investment Management
Connecticut
$330K -$40K -2,082 -11%

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.