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Invesco BulletShares 2027 Corporate Bond ETF

254 hedge funds and large institutions have $1.32B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 150 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 46

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $1.22B → $1.32B (+$99.7M)

3% more funds holding

Funds holding: 247254 (+7)

9.64% less ownership

Funds ownership: 85.35%75.71% (-9.6%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
3.66%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
150
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
201
Levy Wealth Management Group
Pennsylvania
$250K
SEIA
202
Signature Estate & Investment Advisors
California
$243K
OC
203
Oppenheimer & Co
New York
$240K -$6.13K -317 -2%
JWCA
204
J.W. Cole Advisors
Florida
$238K +$238K +12,319 New
MIFH
205
Migdal Insurance & Financial Holdings
Israel
$236K +$138K +7,162 +141%
UCFA
206
United Capital Financial Advisors
Texas
$229K +$230K +11,890 New
KP
207
Keel Point
Alabama
$229K +$193 +10 +0.1%
KWM
208
Kaydan Wealth Management
Michigan
$228K +$20.1K +1,038 +10%
YIA
209
YHB Investment Advisors
Connecticut
$226K -$3.38K -175 -1%
ISB
210
Iowa State Bank
Iowa
$215K -$26.5K -1,374 -11%
GCA
211
Genesee Capital Advisors
New York
$214K +$2.16K +112 +1%
BFEC
212
Benjamin F. Edwards & Company
Missouri
$196K +$3.5K +181 +2%
FFG
213
Foundry Financial Group
New Hampshire
$196K +$196K +10,159 New
GI
214
GS Investments
Minnesota
$180K
US Bancorp
215
US Bancorp
Minnesota
$174K +$114K +5,915 +189%
MA
216
Montag & Associates
Georgia
$165K -$4.35K -225 -3%
HI
217
Harbour Investments
Wisconsin
$135K +$1.35K +70 +1%
KFI
218
Key Financial Inc
Pennsylvania
$134K +$66.4K +3,436 +98%
WB
219
Webster Bank
Connecticut
$126K
FCA
220
FinTrust Capital Advisors
South Carolina
$117K -$3.83K -198 -3%
GI
221
Gradient Investments
Minnesota
$106K +$23.9K +1,236 +29%
WIM
222
Westside Investment Management
California
$98.4K +$98.8K +5,116 New
AIP
223
Ameritas Investment Partners
Nebraska
$90K -$26.4K -1,364 -23%
MAM
224
Marquette Asset Management
Minnesota
$75.6K
CIAS
225
CBIZ Investment Advisory Services
Ohio
$75.6K +$75.7K +3,918 New

BSCR Hedge Fund Activity: Q1 2024 in Review

254 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2024, worth a combined $1.32B — up 8.2% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSCR positions and 21 closed out — a net gain of 11 holders — while 150 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $46.8M. The largest seller was Morgan Stanley, cutting an estimated $123M.

  • 254 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2024, up from 247 in Q4 2023.
  • Funds reported $1.32B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 32 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2024 and 21 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2024 was Bank of America, an estimated $46.8M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2024.