Invesco BulletShares 2027 Corporate Bond ETF
BSCR
210 hedge funds and large institutions have $832M invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 114 increasing their positions, 45 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
153% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 45
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
16% more capital invested
Capital invested by funds: $718M → $832M (+$114M)
7% more funds holding
Funds holding: 197 → 210 (+13)
1.88% more ownership
Funds ownership: 74.87% → 76.75% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.6M |
| 2 |
MF
Manchester Financial
Westlake Village,
California
|
+$17.8M |
| 3 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$12.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$11.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$3.48M |
| 2 |
Jane Street
New York
|
-$2.87M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.73M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.16M |
| 5 |
AP
Arlington Partners
Birmingham,
Alabama
|
-$951K |
BSCR Hedge Fund Activity: Q3 2023 in Review
210 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q3 2023, worth a combined $832M — up 16% from $718M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BSCR positions and 9 closed out — a net gain of 16 holders — while 114 added to existing stakes and 45 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.6M. The largest seller was Brookstone Capital Management, cutting an estimated $3.48M.
- 210 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q3 2023, up from 197 in Q2 2023.
- Funds reported $832M of Invesco BulletShares 2027 Corporate Bond ETF stock for Q3 2023, up 16% quarter-over-quarter.
- 25 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q3 2023 and 9 closed out, a net change of +16 holders.
- The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q3 2023 was Morgan Stanley, an estimated $21.6M added.
- The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q3 2023 was Brookstone Capital Management, an estimated $3.48M sold.
Based on aggregated 13F filings for Q3 2023.