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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

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: 8 → 11 (+3)

8% more capital invested

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

7% more funds holding

Funds holding: 254 → 271 (+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
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$46.3M
2
RJA
Raymond James & Associates
Florida
+$17.2M
3
4WM
49 Wealth Management
Texas
+$12.8M
4
MF
Manchester Financial
California
+$11.9M
5
KAS
Kestra Advisory Services
Texas
+$8.98M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$18.5M
2
Jane Street
Jane Street
New York
-$14.2M
3
Ameriprise
Ameriprise
Minnesota
-$3.71M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.69M
5
GLA
Good Life Advisors
Pennsylvania
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
201
Ballew Advisors
Mississippi
$324K -$510K -26,556 -61%
RIG
202
Ramiah Investment Group
Wisconsin
$320K +$31.3K +1,630 +11%
ASN
203
Advisory Services Network
Georgia
$313K +$15.3K +795 +5%
CB
204
Chris Bulman
California
$311K +$310K +16,166 New
RW
205
RVW Wealth
California
$310K +$9.98K +520 +3%
TCA
206
Transcend Capital Advisors
New Jersey
$303K – – –
RSWM
207
Robertson Stephens Wealth Management
California
$303K – – –
SWA
208
Sax Wealth Advisors
New Jersey
$297K +$297K +15,465 New
CAC
209
Certified Advisory Corp
Florida
$297K +$296K +15,428 New
FFIC
210
First Fiduciary Investment Counsel
Ohio
$289K – – –
MIFH
211
Migdal Insurance & Financial Holdings
Israel
$277K +$42K +2,188 +18%
FTUS
212
Flow Traders U.S.
New York
$276K +$275K +14,339 New
OC
213
Oppenheimer & Co
New York
$275K +$36.6K +1,908 +15%
IFG
214
Independent Financial Group
California
$268K +$4.28K +223 +2%
WWA
215
WCG Wealth Advisors
Nevada
$254K +$253K +13,191 New
BMM
216
Berkshire Money Management
Massachusetts
$250K +$250K +13,004 New
JWCA
217
J.W. Cole Advisors
Florida
$248K +$11.5K +598 +5%
SEIA
218
Signature Estate & Investment Advisors
California
$242K – – –
LWM
219
Lakeridge Wealth Management
Ohio
$242K +$242K +12,589 New
P
220
&Partners
Tennessee
$237K +$237K +12,353 New
KWM
221
Kaydan Wealth Management
Michigan
$235K +$7.58K +395 +3%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$234K +$38.8K +2,019 +20%
KP
223
Keel Point
Alabama
$233K +$288 +15 +0.1%
Cerity Partners
224
Cerity Partners
New York
$233K +$232K +12,099 New
YIA
225
YHB Investment Advisors
Connecticut
$225K -$576 -30 -0.3%
7 8
9
10 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.