BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

Overview Fund Activity

246 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 128 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
246
Holders Change
+36
Holders Change %
+17.14%
% of All Funds
3.61%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
51
Increased
128
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$280M
2
Bank of America
2
Bank of America
North Carolina
$51.9M
3
RMDI
3
R.M. Davis Inc
Maine
$24.3M
4
HBT
4
Hills Bank & Trust
Iowa
$18.2M
5
UBS Group
5
UBS Group
Switzerland
$45.4M

Top Sellers

1
Legacy Financial Group (Iowa)
1
Legacy Financial Group (Iowa)
Iowa
$423K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.91M
3
NWM
3
Northcape Wealth Management
New York
$0
4
HWA
4
Heartwood Wealth Advisors
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$280M 14,417,684 +8,193,837 +132%
Wells Fargo
2
Wells Fargo
California
$67.7M 3,481,015 +735,753 +27%
Bank of America
3
Bank of America
North Carolina
$51.9M 2,665,751 +1,537,886 +136%
UBS Group
4
UBS Group
Switzerland
$45.4M 2,334,705 +767,101 +49%
LPL Financial
5
LPL Financial
California
$38.2M 1,961,233 +740,398 +61%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$37.9M 1,947,320 +138,955 +8%
BCM
7
Brookstone Capital Management
Illinois
$34.5M 1,773,617 -87,914 -5%
EB
8
Eastern Bank
Massachusetts
$28.7M 1,473,692 +842 +0.1%
RMDI
9
R.M. Davis Inc
Maine
$24.3M 1,246,597 +1,033,370 +485%
MF
10
Manchester Financial
California
$23.4M 1,203,286 +27,661 +2%
MFWM
11
Motley Fool Wealth Management
Virginia
$21.5M 1,102,998 +22,841 +2%
RJA
12
Raymond James & Associates
Florida
$19.3M 994,162 +269,302 +37%
HBT
13
Hills Bank & Trust
Iowa
$18.2M 936,930 +936,930 New
AWM
14
Avior Wealth Management
Nebraska
$18M 924,949 +147,987 +19%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$17.1M 876,458 +5,862 +0.7%
TF
16
TLWM Financial
Texas
$16.4M 844,819 +223,178 +36%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$16.4M 843,569 +42,268 +5%
Invesco
18
Invesco
Georgia
$16.2M 831,831 +194,188 +30%
SFG
19
Sterling Financial Group
California
$12.3M 631,422 -27,065 -4%
IAS
20
IMA Advisory Services
Colorado
$12.1M 623,084 -22,098 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11M 565,445 +35,879 +7%
Stifel Financial
22
Stifel Financial
Missouri
$10.8M 552,786 +33,831 +7%
ADL
23
Asset Dedication LLC
California
$10.4M 535,197 -8,352 -2%
Lido Advisors
24
Lido Advisors
California
$10M 516,053 +32,481 +7%
HighTower Advisors
25
HighTower Advisors
Illinois
$9.91M 509,753 -399,597 -44%
1
2 3 4 5