Invesco BulletShares 2027 Corporate Bond ETF
BSCR
198 hedge funds and large institutions have $718M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 42 reducing their positions, and 7 closing their positions.
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
150% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 42
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more capital invested
Capital invested by funds: $637M → $718M (+$80.9M)
9% more funds holding
Funds holding: 182 → 198 (+16)
1.08% more ownership
Funds ownership: 73.79% → 74.87% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.6M |
| 2 |
SFG
Sterling Financial Group
Pasadena,
California
|
+$10.7M |
| 3 |
Jane Street
New York
|
+$7.41M |
| 4 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$6.61M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$5.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$31.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.52M |
| 3 |
MF
Manchester Financial
Westlake Village,
California
|
-$1.74M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$994K |
| 5 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
-$711K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
201
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$4.52M | -234,109 | Closed |
|
|
SWP
202
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$245K | -12,712 | Closed |
|
|
LWA
203
Lineweaver Wealth Advisors
Valley View,
Ohio
| – | -$206K | -10,681 | Closed |
|
|
CCP
204
Carmel Capital Partners
San Diego,
California
| – | -$154K | -8,000 | Closed |
|
|
AAS
205
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$17.4K | -903 | Closed |
|
|
AF
206
Allworth Financial
Folsom,
California
| – | -$4.44K | -230 | Closed |
|
BSCR Hedge Fund Activity: Q2 2023 in Review
198 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q2 2023, worth a combined $718M — up 13% from $637M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new BSCR positions and 7 closed out — a net gain of 17 holders — while 105 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $38.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $31.9M sold.
- 198 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q2 2023, up from 182 in Q1 2023.
- Funds reported $718M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q2 2023, up 13% quarter-over-quarter.
- 24 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q2 2023 and 7 closed out, a net change of +17 holders.
- The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $38.6M added.
- The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q2 2023 was Aptus Capital Advisors, an estimated $31.9M sold.
Based on aggregated 13F filings for Q2 2023.