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Invesco BulletShares 2027 Corporate Bond ETF
BSCR

79 hedge funds and large institutions have $199M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 8

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

23% more funds holding

Funds holding: 64 → 79 (+15)

20% more capital invested

Capital invested by funds: $166M → $199M (+$32.6M)

2.98% more ownership

Funds ownership: 70.06% → 73.04% (+3%)

Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
39
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1IA
1834 Investment Advisors
Wisconsin
+$3.99M
2
CG
Colony Group
Massachusetts
+$3.86M
3
Wells Fargo
Wells Fargo
California
+$3.68M
4
BAM
Bruderman Asset Management
New York
+$2.42M
5
NCM
Novare Capital Management
North Carolina
+$1.98M

Top Sellers

1
MFWM
Motley Fool Wealth Management
Virginia
-$2.51M
2
Morgan Stanley
Morgan Stanley
New York
-$1.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.09M
4
Citadel Advisors
Citadel Advisors
Florida
-$842K
5
BFA
Beaumont Financial Advisors
Massachusetts
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$28.3M -$2.51M -113,449 -8%
EB
2
Eastern Bank
Massachusetts
$21.8M +$1.51M +68,206 +8%
Bank of America
3
Bank of America
North Carolina
$14.9M +$656K +29,645 +5%
Morgan Stanley
4
Morgan Stanley
New York
$12.4M -$1.7M -76,662 -12%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$12.3M +$670K +30,235 +6%
Wells Fargo
6
Wells Fargo
California
$8.73M +$3.68M +166,250 +74%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.63M +$1.02M +46,114 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.45M +$631K +28,472 +8%
CG
9
Colony Group
Massachusetts
$7.73M +$3.86M +174,514 +102%
Citadel Advisors
10
Citadel Advisors
Florida
$7.39M -$842K -38,038 -10%
CPC
11
Cookson Peirce & Co
Pennsylvania
$5.91M +$425K +19,191 +8%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$5.88M +$491K +22,185 +9%
Jane Street
13
Jane Street
New York
$5.53M +$1.84M +82,866 +51%
ADL
14
Asset Dedication LLC
California
$4.5M +$1.21M +54,659 +37%
1IA
15
1834 Investment Advisors
Wisconsin
$4.03M +$3.99M +180,133 New
AIM
16
Anchor Investment Management
South Carolina
$3.22M +$177K +8,003 +6%
NCM
17
Novare Capital Management
North Carolina
$2.82M +$1.98M +89,600 +247%
Wolverine Trading
18
Wolverine Trading
Illinois
$2.8M +$842K +38,007 +44%
BAM
19
Bruderman Asset Management
New York
$2.45M +$2.42M +109,266 New
YIA
20
YHB Investment Advisors
Connecticut
$2.15M +$724K +32,677 +52%
OLA
21
Oliver Luxxe Assets
New Jersey
$1.97M +$116K +5,250 +6%
TF
22
TLWM Financial
Texas
$1.94M +$181K +8,165 +10%
UBS Group
23
UBS Group
Switzerland
$1.62M +$363K +16,414 +29%
SI
24
Stephens Inc
Arkansas
$1.57M +$1.55M +70,184 New
AC
25
Apella Capital
Connecticut
$1.34M +$57.1K +2,580 +5%
1
2 3 4

BSCR Hedge Fund Activity: Q4 2020 in Review

79 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2020, worth a combined $199M — up 20% from $166M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCR positions and 5 closed out — a net gain of 15 holders — while 39 added to existing stakes and 8 trimmed.

The largest buyer was 1834 Investment Advisors, opening a new position worth an estimated $3.99M. The largest seller was Motley Fool Wealth Management, cutting an estimated $2.51M.

  • 79 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $199M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2020 and 5 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2020 was 1834 Investment Advisors, an estimated $3.99M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2020 was Motley Fool Wealth Management, an estimated $2.51M sold.

Based on aggregated 13F filings for Q4 2020.