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Invesco BulletShares 2027 Corporate Bond ETF (BSCR) Institutional Ownership

Invesco BulletShares 2027 Corporate Bond ETF logo
$19.58 0.00 (0.00%)
As of 07/24/2026 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR)

Number of
Institutional Buyers
(last 12 months)
303
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$283.20M
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BSCR Institutional Buying and Selling by Quarter

Invesco BulletShares 2027 Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Butensky & Cohen Financial Security Inc.80,861$1.59M0.4%+6.3%0.035%
7/10/2026 Whitener Capital Management Inc.55,276$1.08M0.2%+9.2%0.024%
7/10/2026 FC Advisory LLC11,217$220K0.1%N/A0.005%
7/10/2026 SMI Advisory Services LLC25,805$507K0.1%+7.4%0.011%
7/10/2026 Wealthcare Advisory Partners LLC45,283$888K0.0%+8.0%0.019%
7/9/2026 Sax Wealth Advisors LLC44,059$865K0.0%+8.7%0.019%
7/9/2026 Oliver Luxxe Assets LLC71,255$1.40M0.2%-15.1%0.030%
7/9/2026 Everpar Advisors LLC76,599$1.50M0.4%+11.7%0.033%
7/9/2026 Hennion & Walsh Asset Management Inc.71,051$1.39M0.0%-9.1%0.030%
7/9/2026 Ledgewood Wealth Advisors LLC549,634$10.78M5.7%+0.4%0.235%
7/8/2026 Meriwether Wealth & Planning LLC385,428$7.56M3.7%+1.2%0.165%
7/8/2026 RVW Wealth LLC14,043$275K0.0%-52.2%0.006%
7/8/2026 Matthew Goff Investment Advisor LLC393,829$7.73M1.3%N/A0.168%
7/8/2026 Apella Capital LLC53,419$1.05M0.0%+1.5%0.023%
7/8/2026 Red Spruce Capital LLC519,461$10.19M3.6%-0.5%0.222%
7/8/2026 Clark Asset Management LLC1,307,608$25.65M2.0%+10.0%0.559%
7/7/2026 Tlwm1,348,131$26.44M4.3%+2.5%0.576%
7/7/2026 Avior Wealth Management LLC2,165,477$42.48M1.1%-1.7%0.926%
7/6/2026 Trilogy Capital Inc.246,626$4.84M0.2%+4.4%0.105%
7/2/2026 CX Institutional1,514$30K0.0%-38.4%0.001%
6/3/2026NewEdge Advisors LLC740,686$14.54M0.1%+1.9%0.316%
6/1/2026 Financial Solutions Advisory Group Inc.845,626$16.60M2.3%N/A0.360%
6/1/2026Keel Point LLC65,633$1.29M0.1%+7.4%0.028%
5/29/2026 Ramiah Investment Group28,184$553K0.5%-4.4%0.012%
5/29/2026Asset Dedication LLC842,024$16.53M1.2%-4.5%0.359%
5/27/2026Allen Capital Group LLC33,058$649K0.1%-6.5%0.014%
5/22/2026Coastline Complete Wealth LLC265,173$5.20M3.2%+20.8%0.113%
5/19/2026Bank of America Corp DE5,588,500$109.67M0.0%+11.4%2.381%
5/19/2026Arkadios Wealth Advisors34,592$679K0.0%+3.6%0.015%
5/18/2026Royal Bank of Canada2,390,339$46.91M0.0%+30.2%1.018%
5/15/2026Waverly Advisors LLC179,087$3.52M0.0%+3.0%0.076%
5/14/2026FCA Corp TX349,037$6.85M1.9%+10.6%0.149%
5/14/2026Davis R M Inc.1,725,794$33.87M0.6%+3.6%0.735%
5/14/2026Lido Advisors LLC70,691,925$1.40B4.3%+5.8%30.114%
5/13/2026Cetera Investment Advisers803,989$15.78M0.0%+77.3%0.342%
5/13/2026Wealthspire Retirement LLC18,350$360K0.0%-3.0%0.008%
5/13/2026Goepper Burkhardt LLC640,877$12.58M4.2%+10.8%0.273%
5/7/2026Hanover Advisors Inc.84,417$1.66M0.7%-1.5%0.036%
5/7/2026 Continuum Wealth Advisors LLC76,398$1.50M0.6%+6.3%0.033%
5/7/2026 Pacific Wealth Strategies Group Inc.157,936$3.10M1.9%+5.7%0.067%
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5/7/2026Decker Wealth Management LLC67,768$1.33M0.3%N/A0.029%
5/7/2026Koss Olinger Consulting LLC46,374$910K0.1%+13.0%0.020%
5/6/2026Advisortrust Partners LLC3,791$74K0.0%N/A0.002%
5/6/2026Oder Investment Management LLC106,875$2.10M1.6%+3.8%0.046%
5/6/2026 Independent Financial Group LLC20,744$407K0.0%N/A0.009%
5/5/2026Beaumont Financial Advisors LLC12,201$239K0.0%-83.6%0.005%
5/5/2026Geneos Wealth Management Inc.228,405$4.48M0.1%+4.7%0.097%
5/5/2026Fusion Family Wealth LLC43,231$848K0.1%N/A0.018%
5/5/2026Sanctuary Advisors LLC591,655$11.61M0.1%+15.0%0.252%
5/5/2026Sigma Planning Corp67,147$1.32M0.0%-1.9%0.029%
5/4/2026Milestones Private Investment Advisors LLC131,000$2.57M2.3%-2.6%0.056%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management175,813$3.45M0.1%-0.4%0.075%
5/4/2026TFR Capital LLC.152,110$2.99M0.9%+1.2%0.065%
5/4/2026Parr Mcknight Wealth Management Group LLC299,053$5.87M0.8%+11.6%0.127%
5/4/2026Vantage Point Financial LLC48,711$956K0.3%-1.7%0.021%
5/4/2026 Paradiem LLC283,777$5.57M1.2%+148.9%0.121%
5/2/2026Anchor Investment Management LLC1,229,743$24.13M2.0%+1.2%0.524%
5/2/2026ARQ Wealth Advisors LLC10,500$206K0.0%N/A0.004%
5/2/2026Diversify Wealth Management LLC84,991$1.67M0.0%N/A0.036%
5/2/2026Valmark Advisers Inc.24,001$471K0.0%+35.2%0.010%
5/2/2026Carnegie Investment Counsel343,489$6.74M0.1%+4.3%0.146%
5/2/2026SFE Investment Counsel311,240$6.11M1.0%+9.9%0.133%
5/1/2026Fifth Third Bancorp83,983$1.65M0.0%+148.2%0.036%
5/1/2026 Independence Bank of Kentucky56,712$1.11M0.1%+5.0%0.024%
4/30/2026 Beacon Financial Group78,953$1.55M0.2%+2.1%0.034%
4/30/2026 First Horizon Corp15,405$302K0.0%-6.1%0.007%
4/29/2026Richmond Investment Services LLC138,378$2.72M0.4%-5.9%0.059%
4/29/2026Cvfg LLC296,316$5.82M0.7%N/A0.126%
4/29/2026Montag A & Associates Inc.64,259$1.26M0.1%-16.5%0.027%
4/29/2026ArborFi Advisors LLC69,686$1.37M1.1%+4.4%0.030%
4/29/2026Unified Investment Management29,440$578K0.6%+5.0%0.013%
4/28/2026Kathmere Capital Management LLC24,752$486K0.0%+33.0%0.011%
4/28/2026Stephens Inc. AR115,969$2.28M0.0%-2.3%0.049%
4/28/2026Berger Financial Group Inc198,629$3.90M0.2%-0.5%0.085%
4/27/2026 Apeiron RIA LLC65,887$1.29M0.3%+15.4%0.028%
4/27/2026HB Wealth Management LLC27,266$535K0.0%-68.6%0.012%
4/27/2026World Investment Advisors11,007$216K0.0%N/A0.005%
4/27/2026Private Advisor Group LLC339,985$6.67M0.0%+18.1%0.145%
4/27/2026 Three Cord True Wealth Management LLC10,856$213K0.1%N/A0.005%
4/25/2026Livet Wealth LLC167,578$3.29M2.1%+7.0%0.071%
4/24/2026 Financial Life Planners18,563$364K0.3%-7.5%0.008%
4/24/2026 American Institute for Advanced Investment Management LLP50,493$991K0.6%+12.8%0.021%
4/24/2026Key Financial Inc136,541$2.68M0.5%+37.4%0.058%
4/23/2026 Kohmann Bosshard Financial Services LLC53,902$1.06M0.1%-3.5%0.023%
4/23/2026 Manchester Financial Inc.24,956$490K0.1%-9.4%0.011%
4/23/2026 Foundry Financial Group Inc.11,358$223K0.1%+11.8%0.005%
4/23/2026 SJS Investment Consulting Inc.31,874$626K0.1%+49.7%0.014%
4/22/2026Janney Montgomery Scott LLC658,730$12.93M0.0%-13.7%0.279%
4/22/2026 Wilkins Miller Wealth Management LLC91,253$1.79M1.1%-9.5%0.039%
4/22/2026 Onyx Bridge Wealth Group LLC22,950$450K0.0%-5.4%0.010%
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4/22/2026Semitam Bonam LLC96,909$1.90M1.6%+11.0%0.041%
4/22/2026 Trilogy Capital Inc.236,290$4.64M0.2%+3.8%0.100%
4/22/2026Towne Trust Company N.A65,552$1.29M0.4%+4.5%0.028%
4/22/2026 Ramiah Investment Group28,184$553K0.6%-4.4%0.012%
4/22/2026 River Street Advisors LLC316,086$6.20M2.1%+104.5%0.133%
4/22/2026Tassel Capital Management Inc.30,191$593K0.3%+3.4%0.013%
4/21/2026 OLD Second National Bank of Aurora796,038$15.62M3.2%+90.9%0.335%
4/21/2026 AA Financial Advisors LLC536,210$10.52M1.5%-15.7%0.226%
4/20/2026Kestra Private Wealth Services LLC600,970$11.79M0.1%+38.6%0.253%
4/20/2026 RFG Advisory LLC10,226$201K0.0%-66.2%0.004%


BSCR Institutional Ownership - Frequently Asked Questions

During the previous two years, 427 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Corporate Bond ETF. The most heavily invested institutionals were Lido Advisors LLC ($1.40B), Morgan Stanley ($204.94M), Wells Fargo & Company MN ($141.42M), LPL Financial LLC ($133.03M), Bank of America Corp DE ($109.67M), UBS Group AG ($83.30M), and Raymond James Financial Inc. ($76.83M).Learn more on Invesco BulletShares 2027 Corporate Bond ETF's institutional investors.

Of the 405 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 ($41.61M), Laurel Wealth Advisors LLC ($4.94M), Raymond James Financial Inc. ($4.14M), LPL Financial LLC ($1.69M), Invesco Ltd. ($1.68M), Thrivent Financial for Lutherans ($1.61M), and Manchester Financial Inc. ($1.40M).

Institutional investors have bought a total of 72,013,020 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

Of the 126 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: Laurel Wealth Advisors LLC ($4.86M), Manchester Financial Inc. ($2.45M), Clearstead Advisors LLC ($2.31M), Renaissance Technologies LLC ($528.20K), GPM Growth Investors Inc. ($419.72K), BCS Wealth Management ($418.55K), and Sentinel Pension Advisors LLC ($328.33K).

Institutional investors have sold a total of 14,376,213 shares in the last 24 months. This volume of shares sold represents approximately $283.20M in transactions.


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This page (NASDAQ:BSCR) was last updated on 7/25/2026 by MarketBeat.com Staff.
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