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Invesco BulletShares 2027 Corporate Bond ETF (BSCR) Institutional Ownership

Invesco BulletShares 2027 Corporate Bond ETF logo
$19.74 +0.02 (+0.10%)
Closing price 03:59 PM Eastern
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$19.74 0.00 (-0.03%)
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Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR)

Number of
Institutional Buyers
(last 12 months)
307
Total
Institutional Inflows
(last 12 months)
$1.13B
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$191.09M
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BSCR Institutional Buying and Selling by Quarter

Invesco BulletShares 2027 Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025VestGen Advisors LLC362,645$7.14M0.3%+5.9%0.187%
8/13/2025Lido Advisors LLC49,557,795$973.81M3.8%+70.0%25.512%
8/13/2025Denver Wealth Management Inc.12,967$255K0.1%-38.0%0.007%
8/13/2025Colonial Trust Advisors242,656$4.77M0.4%+11.3%0.125%
8/13/2025Level Four Advisory Services LLC67,105$1.32M0.0%N/A0.035%
8/13/2025Northwestern Mutual Wealth Management Co.127,781$2.51M0.0%+9.7%0.066%
8/13/2025Vermillion & White Wealth Management Group LLC35,349$695K0.5%-27.5%0.018%
8/13/2025Farnam Financial LLC189,438$3.72M3.3%+20.3%0.098%
8/12/2025J.W. Cole Advisors Inc.102,579$2.02M0.0%+1.2%0.053%
8/12/2025Richmond Investment Services LLC132,734$2.61M0.6%+136.9%0.068%
8/12/2025Laurel Wealth Advisors LLC5,142,382$101.05M0.1%+1,914.2%2.647%
8/12/2025Steward Partners Investment Advisory LLC86,194$1.69M0.0%-37.8%0.044%
8/12/2025MAI Capital Management2,410,055$47.36M0.3%+5.4%1.241%
8/12/2025YANKCOM Partnership46,113$906K0.4%+3.4%0.024%
8/12/2025JPMorgan Chase & Co.231,231$4.54M0.0%-32.3%0.119%
8/12/2025Wealth Advisors of Iowa LLC14,629$287K0.1%+14.1%0.008%
8/11/2025 Aspen Investment Management Inc193,320$3.80M1.6%+14.6%0.100%
8/11/2025 Cordatus Wealth Management LLC19,653$386K0.1%+22.9%0.010%
8/11/2025 Pinnacle Financial Group LLC IL179,761$3.53M1.2%+10.9%0.093%
8/8/2025 Avantax Advisory Services Inc.137,240$2.70M0.0%-14.9%0.071%
8/8/2025 ProVise Management Group LLC218,666$4.30M0.3%+6.0%0.113%
8/8/2025 Cetera Investment Advisers227,043$4.46M0.0%+17.7%0.117%
8/8/2025 Creative Planning153,256$3.01M0.0%-4.4%0.079%
8/8/2025 Financial Life Planners20,731$407K0.3%+6.5%0.011%
8/8/2025 Good Life Advisors LLC62,695$1.23M0.1%-20.5%0.032%
8/8/2025 IMA Advisory Services Inc.14,719$289K0.0%-26.3%0.008%
8/7/2025 Montag A & Associates Inc.102,320$2.01M0.1%-18.4%0.053%
8/7/2025 49 Wealth Management LLC944,028$18.55M1.9%-11.6%0.486%
8/7/2025 Addison Advisors LLC122,772$2.41M0.6%-44.4%0.063%
8/7/2025 Davis R M Inc.1,617,265$31.78M0.6%+3.2%0.833%
8/7/2025 SFE Investment Counsel245,436$4.82M0.8%+14.0%0.126%
8/7/2025 Midwest Trust Co18,950$372K0.0%N/A0.010%
8/6/2025 Prospera Financial Services Inc137,394$2.70M0.1%+5.4%0.071%
8/6/2025 Savant Capital LLC17,885$351K0.0%+3.2%0.009%
8/6/2025 Souders Financial Advisors266,894$5.24M0.7%+4.1%0.137%
8/6/2025 Atlantic Union Bankshares Corp901,386$17.71M0.4%+6.8%0.464%
8/6/2025 First Horizon Advisors Inc.17,535$345K0.0%-4.6%0.009%
8/6/2025 SNS Financial Group LLC1,675,353$32.92M3.1%+5.7%0.862%
8/6/2025 RFG Bristol Wealth Advisors LLC32,841$645K0.2%+135.0%0.017%
8/5/2025 Blue Barn Wealth LLC116,613$2.29M1.1%+0.5%0.060%
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8/5/2025 Ellevest Inc.115,980$2.28M0.4%+1.6%0.060%
8/5/2025 Claro Advisors LLC11,992$236K0.0%N/A0.006%
8/5/2025 Key Financial Inc67,181$1.32M0.3%+7.9%0.035%
8/5/2025 Pacific Wealth Strategies Group Inc.86,619$1.70M1.1%+277.0%0.045%
8/5/2025 Sigma Planning Corp64,421$1.27M0.0%+10.9%0.033%
8/5/2025 American Institute for Advanced Investment Management LLP40,461$795K0.5%+11.1%0.021%
8/5/2025 Hills Bank & Trust Co2,415,100$47.46M3.0%+0.3%1.243%
8/5/2025 Summit Investment Advisory Services LLC428,670$8.42M7.1%N/A0.221%
8/4/2025 AlphaStar Capital Management LLC168,329$3.31M0.2%+27.4%0.087%
8/4/2025 ArborFi Advisors LLC62,785$1.23M1.1%+2.1%0.032%
8/4/2025 Atria Investments Inc145,721$2.86M0.0%-0.8%0.075%
8/4/2025 Savvy Advisors Inc.44,181$868K0.1%N/A0.023%
8/4/2025 Arkadios Wealth Advisors42,289$831K0.0%+21.8%0.022%
8/4/2025 Migdal Insurance & Financial Holdings Ltd.50,773$998K0.0%+17.7%0.026%
8/1/2025 Redmond Asset Management LLC63,067$1.24M0.3%+7.0%0.033%
8/1/2025 Clark Asset Management LLC749,951$14.74M2.0%+23.1%0.388%
8/1/2025 GPM Growth Investors Inc.437,196$8.59M3.4%+4.0%0.226%
8/1/2025 Koss Olinger Consulting LLC35,068$689K0.1%-12.0%0.018%
8/1/2025 First Command Advisory Services Inc.61,306$1.21M0.0%+18.8%0.032%
8/1/2025 Envestnet Asset Management Inc.709,191$13.94M0.0%+4.2%0.367%
7/31/2025 Optimum Investment Advisors9,300$183K0.1%+210.0%0.005%
7/31/2025 Insight Wealth Partners LLC46,712$918K0.4%+4.5%0.024%
7/31/2025 Glass Jacobson Investment Advisors llc23,330$458K0.2%N/A0.012%
7/31/2025 Carnegie Investment Counsel336,298$6.61M0.1%+3.3%0.174%
7/30/2025 OLD Point Trust & Financial Services N A52,951$1.04M0.4%+3.9%0.027%
7/30/2025 Cookson Peirce & Co. Inc.508,564$9.99M0.4%+1.0%0.263%
7/30/2025 Brookstone Capital Management1,452,466$28.54M0.4%-5.2%0.752%
7/29/2025 Stephens Inc. AR90,083$1.77M0.0%-6.7%0.047%
7/29/2025 Wingate Wealth Advisors Inc.69,422$1.36M1.2%+4.7%0.036%
7/29/2025 Novare Capital Management LLC174,068$3.42M0.3%+4.5%0.090%
7/29/2025 Manchester Financial Inc.27,952$549K0.1%-98.9%0.014%
7/29/2025 Carmel Capital Partners LLC301,243$5.92M2.1%+6.9%0.156%
7/29/2025 Private Trust Co. NA8,320$163K0.0%+9.0%0.004%
7/29/2025 Straight Path Wealth Management439,526$8.64M2.9%+10.8%0.227%
7/29/2025 Angeles Wealth Management LLC1,973$39K0.0%N/A0.001%
7/29/2025 Semitam Bonam LLC80,055$1.57M1.5%N/A0.041%
7/28/2025 Tlwm1,159,357$22.78M4.3%+1.0%0.600%
7/28/2025 Harbour Investments Inc.67,311$1.32M0.0%+2.2%0.035%
7/28/2025 Brown Financial Advisory21,549$423K0.2%+40.2%0.011%
7/28/2025 Cypress Wealth Services LLC47,368$931K0.2%-1.5%0.025%
7/25/2025 Verdence Capital Advisors LLC20,300$399K0.0%+7.8%0.011%
7/25/2025 Atria Wealth Solutions Inc.251,093$4.93M0.1%-8.9%0.132%
7/25/2025 Astoria Portfolio Advisors LLC.51,503$1.01M0.3%-24.0%0.027%
7/25/2025 MGO One Seven LLC262,997$5.17M0.2%+10.4%0.138%
7/25/2025 G2 Capital Management LLC OH82,907$1.63M0.5%+1.1%0.043%
7/25/2025 CWM LLC80,878$1.59M0.0%+0.9%0.042%
7/25/2025 Hobbs Group Advisors LLC47,454$932K0.3%-13.7%0.025%
7/24/2025 Eastern Bank22,125$435K0.0%-73.0%0.012%
7/24/2025 First Fiduciary Investment Counsel Inc.40,067$787K0.2%+2.2%0.021%
7/24/2025 Fourpath Capital Management LLC15,758$310K0.0%+55.8%0.008%
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7/24/2025 Coordinated Financial Services Inc.52,410$1.03M0.7%N/A0.027%
7/24/2025 Vantage Point Financial LLC54,796$1.08M0.5%-1.4%0.029%
7/24/2025 IFP Advisors Inc7,265$143K0.0%+7.9%0.004%
7/24/2025 TFR Capital LLC.102,039$2.01M0.7%+10.1%0.054%
7/24/2025 Leo Wealth LLC72,014$1.42M0.1%+610.1%0.038%
7/24/2025 McElhenny Sheffield Capital Management LLC7,400$145K0.0%N/A0.004%
7/23/2025 Opulen Financial Group LLC105,069$2.07M1.7%+5.7%0.055%
7/23/2025 Sax Wealth Advisors LLC38,145$750K0.0%+35.7%0.020%
7/23/2025 BankPlus Trust Department28,179$554K0.2%+96.8%0.015%
7/23/2025 True Vision MN LLC33,142$651K0.4%-4.1%0.017%
(Data available from 1/1/2016 forward)

BSCR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSCR shares?

During the previous two years, 388 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Corporate Bond ETF. The most heavily invested institutionals were Lido Advisors LLC ($973.81M), Wells Fargo & Company MN ($110.90M), Laurel Wealth Advisors LLC ($101.05M), LPL Financial LLC ($98.52M), Bank of America Corp DE ($76.49M), Raymond James Financial Inc. ($76.31M), and Invesco Ltd. ($51.33M).Learn more on Invesco BulletShares 2027 Corporate Bond ETF's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2027 Corporate Bond ETF's stock?

Of the 367 institutional investors that purchased Invesco BulletShares 2027 Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lido Advisors LLC ($20.47M), Laurel Wealth Advisors LLC ($4.94M), Raymond James Financial Inc. ($3.90M), Manchester Financial Inc. ($2.99M), Raymond James & Associates ($1.68M), Wells Fargo & Company MN ($1.54M), and Hills Bank & Trust Co ($1.37M).

How much institutional buying is happening at Invesco BulletShares 2027 Corporate Bond ETF?

Institutional investors have bought a total of 57,556,972 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

Which of Invesco BulletShares 2027 Corporate Bond ETF's major shareholders have been selling company stock?

Of the 104 institutional investors that sold Invesco BulletShares 2027 Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Manchester Financial Inc. ($2.71M), Eastern Bank ($1.59M), IMA Advisory Services Inc. ($618.56K), Royal Bank of Canada ($512.64K), Motley Fool Wealth Management LLC ($480.55K), Citadel Advisors LLC ($327.21K), and Good Life Advisors LLC ($296.70K).

How much institutional selling is happening at Invesco BulletShares 2027 Corporate Bond ETF?

Institutional investors have sold a total of 9,746,811 shares in the last 24 months. This volume of shares sold represents approximately $191.09M in transactions.



This page (NASDAQ:BSCR) was last updated on 8/13/2025 by MarketBeat.com Staff
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