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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

13 hedge funds and large institutions have $16.6M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

452% more capital invested

Capital invested by funds: $3M → $16.6M (+$13.6M)

117% more funds holding

Funds holding: 6 → 13 (+7)

31.6% more ownership

Funds ownership: 50.01% → 81.61% (+32%)

Holders
13
Holders Change
+7
Holders Change %
+116.67%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
4
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCB
First Command Bank
Texas
+$4.27M
2
FCFS
First Command Financial Services
Texas
+$4.27M
3
Wells Fargo
Wells Fargo
California
+$2.93M
4
Morgan Stanley
Morgan Stanley
New York
+$1.24M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$2.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
1
First Command Financial Services
Texas
$4.23M +$4.27M +219,036 New
FCB
2
First Command Bank
Texas
$4.23M +$4.27M +219,036 New
Wells Fargo
3
Wells Fargo
California
$2.91M +$2.93M +150,352 New
Morgan Stanley
4
Morgan Stanley
New York
$1.24M +$1.24M +63,571 +12,895%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.1M +$1.11M +57,135 New
Bank of America
6
Bank of America
North Carolina
$956K +$902K +46,247 +1,442%
VF
7
Virtu Financial
New York
$516K +$521K +26,696 New
AIM
8
Anchor Investment Management
South Carolina
$457K +$262K +13,442 +132%
UBS Group
9
UBS Group
Switzerland
$340K +$333K +17,085 +3,417%
Jane Street
10
Jane Street
New York
$291K +$294K +15,045 New
TPW
11
Tiller Private Wealth
Pennsylvania
$203K +$205K +10,490 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$65K +$65.4K +3,353 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$19K – – –
Barclays
14
Barclays
United Kingdom
– -$2.69M -134,628 Closed

BSCR Hedge Fund Activity: Q1 2018 in Review

13 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q1 2018, worth a combined $16.6M — up 452% from $3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BSCR positions and 1 closed out — a net gain of 7 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was First Command Bank, opening a new position worth an estimated $4.27M. The largest seller was Barclays, exiting entirely with an estimated $2.69M sold.

  • 13 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q1 2018, up from 6 in Q4 2017.
  • Funds reported $16.6M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q1 2018, up 452% quarter-over-quarter.
  • 8 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q1 2018 and 1 closed out, a net change of +7 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q1 2018 was First Command Bank, an estimated $4.27M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q1 2018 was Barclays, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2018.