Invesco BulletShares 2027 Corporate Bond ETF
BSCR
330 hedge funds and large institutions have $1.87B invested in Invesco BulletShares 2027 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 53 reducing their positions, and 23 closing their positions.
232% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 53
196% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 23
36% more funds holding in top 10
Funds holding in top 10: 14 → 19 (+5)
14% more capital invested
Capital invested by funds: $1.64B → $1.87B (+$231M)
13% more funds holding
Funds holding: 292 → 330 (+38)
2.18% more ownership
Funds ownership: 74.35% → 76.54% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$39.7M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$18.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$15.7M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$11.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$10.1M |
| 2 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$8.06M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.39M |
| 4 |
MF
Manchester Financial
Westlake Village,
California
|
-$5.29M |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$4.23M |
BSCR Hedge Fund Activity: Q4 2024 in Review
330 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2027 Corporate Bond ETF (BSCR) for Q4 2024, worth a combined $1.87B — up 14% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new BSCR positions and 23 closed out — a net gain of 45 holders — while 176 added to existing stakes and 53 trimmed.
The largest buyer was MAI Capital Management, opening a new position worth an estimated $39.7M. The largest seller was Kestra Advisory Services, cutting an estimated $10.1M.
- 330 institutional investors held Invesco BulletShares 2027 Corporate Bond ETF (BSCR) as of Q4 2024, up from 292 in Q3 2024.
- Funds reported $1.87B of Invesco BulletShares 2027 Corporate Bond ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 68 funds opened new Invesco BulletShares 2027 Corporate Bond ETF positions in Q4 2024 and 23 closed out, a net change of +45 holders.
- The largest Invesco BulletShares 2027 Corporate Bond ETF buyer in Q4 2024 was MAI Capital Management, an estimated $39.7M added.
- The largest Invesco BulletShares 2027 Corporate Bond ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2024.