Invesco BulletShares 2027 Corporate Bond ETF
BSCR
166 hedge funds and large institutions have $512M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 70 increasing their positions, 35 reducing their positions, and 6 closing their positions.
717% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 6
100% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 35
46% more capital invested
Capital invested by funds: $352M → $512M (+$161M)
35% more funds holding
Funds holding: 123 → 166 (+43)
2.6% more ownership
Funds ownership: 74.04% → 76.64% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$38M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$20.5M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$13.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$13M |
| 5 |
Morgan Stanley
New York
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$6.06M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.41M |
| 3 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
-$3.75M |
| 4 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
-$3.08M |
| 5 |
KMC
Kirr Marbach & Co
Columbus,
Indiana
|
-$2.52M |
BSCR Hedge Fund Activity: Q4 2022 in Review
166 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2022, worth a combined $512M — up 46% from $352M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new BSCR positions and 6 closed out — a net gain of 43 holders — while 70 added to existing stakes and 35 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $38M. The largest seller was Aptus Capital Advisors, cutting an estimated $6.06M.
- 166 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2022, up from 123 in Q3 2022.
- Funds reported $512M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2022, up 46% quarter-over-quarter.
- 49 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2022 and 6 closed out, a net change of +43 holders.
- The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2022 was Brookstone Capital Management, an estimated $38M added.
- The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2022 was Aptus Capital Advisors, an estimated $6.06M sold.
Based on aggregated 13F filings for Q4 2022.