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Invesco BulletShares 2027 Corporate Bond ETF

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: 1114 (+3)

15% more capital invested

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

8% more funds holding

Funds holding: 271292 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MFP
176
Meridian Financial Partners
Virginia
$651K +$645K +32,997 New
FIA
177
Foundations Investment Advisors
Arizona
$644K +$234K +11,988 +58%
OIA
178
OneDigital Investment Advisors
Kansas
$614K +$45K +2,301 +8%
AFG
179
Argent Financial Group
Louisiana
$612K +$607K +31,034 New
MPW
180
Monterey Private Wealth
California
$607K +$602K +30,785 New
OBWG
181
Onyx Bridge Wealth Group
New York
$606K +$6.32K +323 +1%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$601K
CIA
183
Capital Investment Advisors
Georgia
$582K -$56.9K -2,911 -9%
KC
184
Kades & Cheifetz
Pennsylvania
$569K +$115K +5,896 +26%
FIM
185
Freedom Investment Management
Connecticut
$559K +$219K +11,178 +65%
AWA
186
Arete Wealth Advisors
Illinois
$549K +$10.6K +543 +2%
Creative Planning
187
Creative Planning
Kansas
$545K -$165K -8,461 -23%
SFWC
188
Strategic Family Wealth Counselors
New Jersey
$543K +$539K +27,548 New
DFG
189
Delta Financial Group
New Jersey
$543K +$19.5K +997 +4%
KWM
190
Kingsview Wealth Management
Oregon
$541K +$313 +16 +0.1%
Corient Private Wealth
191
Corient Private Wealth
Florida
$515K +$16.2K +826 +3%
OP
192
ORG Partners
Indiana
$507K
HWM
193
HB Wealth Management
Georgia
$491K +$67.6K +3,459 +16%
SWA
194
Sax Wealth Advisors
New Jersey
$489K +$183K +9,337 +60%
SFC
195
Strategic Financial Concepts
Texas
$485K -$6.88M -351,912 -93%
CIBC World Market
196
CIBC World Market
Ontario, Canada
$483K
FHA
197
First Horizon Advisors
Tennessee
$460K +$24.9K +1,275 +6%
AIFAIM
198
American Institute for Advanced Investment Management
Arizona
$456K +$49.4K +2,525 +12%
CWM
199
Cornerstone Wealth Management
Missouri
$456K +$452K +23,107 New
AWA
200
Arkadios Wealth Advisors
Georgia
$454K +$3.81K +195 +0.9%

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.