We are live on ! Find out more
BSCR icon

Invesco BulletShares 2027 Corporate Bond ETF
BSCR

271 hedge funds and large institutions have $1.42B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 156 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 49

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

8% more capital invested

Capital invested by funds: $1.32B → $1.42B (+$106M)

7% more funds holding

Funds holding: 254 → 271 (+17)

1.5% less ownership

Funds ownership: 75.71% → 74.21% (-1.5%)

Holders
271
Holders Change
+17
Holders Change %
+6.69%
% of All Funds
3.91%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
36
Increased
156
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Clearstead Advisors
Ohio
+$46.3M
2
RJA
Raymond James & Associates
Florida
+$17.2M
3
4WM
49 Wealth Management
Texas
+$12.8M
4
MF
Manchester Financial
California
+$11.9M
5
KAS
Kestra Advisory Services
Texas
+$8.98M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$18.5M
2
Jane Street
Jane Street
New York
-$14.2M
3
Ameriprise
Ameriprise
Minnesota
-$3.71M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.69M
5
GLA
Good Life Advisors
Pennsylvania
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$160M +$5.19M +270,457 +3%
Wells Fargo
2
Wells Fargo
California
$81.3M +$7.1M +370,037 +10%
Bank of America
3
Bank of America
North Carolina
$79.2M -$18.5M -965,554 -19%
LPL Financial
4
LPL Financial
California
$70.8M +$1.78M +92,505 +3%
UBS Group
5
UBS Group
Switzerland
$55M +$2.22M +115,730 +4%
CA
6
Clearstead Advisors
Ohio
$46.3M +$46.3M +2,410,517 New
HBT
7
Hills Bank & Trust
Iowa
$43.5M +$5.42M +282,557 +14%
RJA
8
Raymond James & Associates
Florida
$39.2M +$17.2M +896,186 +79%
MF
9
Manchester Financial
California
$36M +$11.9M +617,495 +49%
BCM
10
Brookstone Capital Management
Illinois
$31.2M -$763K -39,733 -2%
EB
11
Eastern Bank
Massachusetts
$31M +$312K +16,260 +1%
AWM
12
Avior Wealth Management
Nebraska
$28.9M +$8.23M +428,943 +40%
Invesco
13
Invesco
Georgia
$27.1M +$6.4M +333,411 +31%
RMDI
14
R.M. Davis Inc
Maine
$26.5M +$815K +42,442 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$23.4M +$1.59M +82,895 +7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$19M +$354K +18,421 +2%
TF
17
TLWM Financial
Texas
$18.5M +$628K +32,715 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.1M +$4.42M +230,394 +32%
AIM
19
Anchor Investment Management
South Carolina
$16.3M +$1.61M +83,800 +11%
Legacy Financial Group (Iowa)
20
Legacy Financial Group (Iowa)
Iowa
$14.9M +$1.3M +67,672 +10%
MFWM
21
Motley Fool Wealth Management
Virginia
$14.6M +$257K +13,388 +2%
ADL
22
Asset Dedication LLC
California
$13.8M +$423K +22,033 +3%
4WM
23
49 Wealth Management
Texas
$12.8M +$12.8M +667,773 New
Osaic Holdings
24
Osaic Holdings
Arizona
$12.7M +$3.31M +172,487 +35%
KAS
25
Kestra Advisory Services
Texas
$12.6M +$8.98M +467,684 +246%
1
2 3 4 5

BSCR Hedge Fund Activity: Q2 2024 in Review

271 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q2 2024, worth a combined $1.42B — up 8.1% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BSCR positions and 15 closed out — a net gain of 21 holders — while 156 added to existing stakes and 49 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.3M. The largest seller was Bank of America, cutting an estimated $18.5M.

  • 271 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q2 2024, up from 254 in Q1 2024.
  • Funds reported $1.42B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q2 2024, up 8.1% quarter-over-quarter.
  • 36 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q2 2024 and 15 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.3M added.
  • The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q2 2024 was Bank of America, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2024.