We are live on ! Find out more
BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF

109 hedge funds and large institutions have $327M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $292M → $327M (+$35.3M)

11% more funds holding

Funds holding: 98109 (+11)

0.16% more ownership

Funds ownership: 72.45%72.61% (+0.16%)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
42
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$38.7M +$39.2M +1,998,428 New
Morgan Stanley
2
Morgan Stanley
New York
$28.6M +$5.14M +262,555 +22%
EB
3
Eastern Bank
Massachusetts
$28.4M -$240K -12,231 -0.8%
MFWM
4
Motley Fool Wealth Management
Virginia
$24.8M -$1.41M -72,126 -5%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$17.3M +$746K +38,084 +4%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$17.2M +$3.19M +162,670 +22%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.2M +$962K +49,103 +8%
Wells Fargo
8
Wells Fargo
California
$11.9M -$1.81M -92,598 -13%
NCM
9
Novare Capital Management
North Carolina
$10.6M +$529K +27,007 +5%
Bank of America
10
Bank of America
North Carolina
$9.68M +$1.07M +54,785 +12%
CPC
11
Cookson Peirce & Co
Pennsylvania
$8.28M -$723K -36,915 -8%
MWM
12
Marietta Wealth Management
Georgia
$7.62M +$7.71M +393,587 New
ADL
13
Asset Dedication LLC
California
$7.33M +$224K +11,415 +3%
SBL
14
Sargent Bickham Lagudis
Colorado
$7M +$6.91M +352,547 +4,015%
CAC
15
Certified Advisory Corp
Florida
$6.02M +$6.09M +310,663 New
KMC
16
Kirr Marbach & Co
Indiana
$5.55M -$88.1K -4,496 -2%
TF
17
TLWM Financial
Texas
$5.47M +$740K +37,762 +15%
LPL Financial
18
LPL Financial
California
$5.24M +$2.34M +119,236 +79%
UBS Group
19
UBS Group
Switzerland
$4.81M -$2.57M -130,956 -35%
RSC
20
Red Spruce Capital
Pennsylvania
$4.04M +$38.7K +1,977 +1%
SI
21
Stephens Inc
Arkansas
$3.89M -$550K -28,045 -12%
HIP
22
HUB Investment Partners
Texas
$3.77M +$257K +13,132 +7%
Ameriprise
23
Ameriprise
Minnesota
$3.45M -$125K -6,403 -3%
HWA
24
Heartwood Wealth Advisors
Virginia
$3.35M +$3.39M +172,767 New
RMDI
25
R.M. Davis Inc
Maine
$3.3M -$238K -12,160 -7%

BSCR Hedge Fund Activity: Q2 2022 in Review

109 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q2 2022, worth a combined $327M — up 12% from $292M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCR positions and 8 closed out — a net gain of 12 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $39.2M. The largest seller was Jane Street, cutting an estimated $24.3M.

  • 109 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q2 2022, up from 98 in Q1 2022.
  • Funds reported $327M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q2 2022, up 12% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q2 2022 and 8 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q2 2022 was Aptus Capital Advisors, an estimated $39.2M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q2 2022 was Jane Street, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2022.