Invesco BulletShares 2027 Corporate Bond ETF (BSCR) Institutional Ownership

$19.07
-0.02 (-0.10%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
175
Total
Institutional Inflows
(last 12 months)
$376.85M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$56.72M
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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
4/24/2024First Fiduciary Investment Counsel Inc.15,055$290K0.1%+34.8%0.016%
4/23/2024 Iowa State Bank11,156$215K0.0%-11.0%0.012%
4/23/2024 Cookson Peirce & Co. Inc.484,219$9.34M0.5%+9.1%0.526%
4/23/2024 Masso Torrence Wealth Management Inc.67,320$1.30M0.8%+22.7%0.073%
4/23/2024 Nations Financial Group Inc. IA ADV21,541$416K0.0%+2.5%0.023%
4/23/2024 Kirr Marbach & Co. LLC IN136,599$2.64M0.6%-15.0%0.148%
4/23/2024 Gradient Investments LLC5,509$106K0.0%+28.9%0.006%
4/23/2024 Fifth Third Bancorp30,500$588K0.0%N/A0.033%
4/23/2024 Rebalance LLC168,005$3.24M0.3%+8.9%0.182%
4/23/2024 Raymond James Financial Services Advisors Inc.1,135,639$21.91M0.0%+34.6%1.233%
4/23/2024 Paradiem LLC124,142$2.40M0.6%N/A0.135%
4/22/2024 Strategic Financial Concepts LLC25,900$500K0.1%+32.8%0.028%
4/22/2024 Kessler Investment Group LLC71,441$1.38M0.9%+1.4%0.078%
4/22/2024 Legacy CG LLC261,114$5.04M1.8%+4.8%0.284%
4/22/2024 Raymond James & Associates1,140,765$22.01M0.0%+14.7%1.239%
4/22/2024 Solitude Financial Services115,300$2.22M1.0%N/A0.125%
4/22/2024 American Institute for Advanced Investment Management LLP15,320$296K0.2%N/A0.017%
4/19/2024 Westside Investment Management Inc.5,116$98K0.0%N/A0.006%
4/18/2024 Silverlake Wealth Management LLC58,431$1.13M0.6%+43.0%0.064%
4/18/2024 Exchange Capital Management Inc.135,785$2.62M0.4%+10.9%0.148%
4/18/2024 Oliver Luxxe Assets LLC122,132$2.36M0.5%+4.6%0.133%
4/18/2024 Ironwood Financial llc438,178$8.45M1.9%-10.1%0.477%
4/18/2024 Chatham Capital Group Inc.433,430$8.36M1.5%N/A0.472%
4/17/2024 Trilogy Capital Inc.248,796$4.80M0.3%-5.7%0.271%
4/17/2024 Hennion & Walsh Asset Management Inc.81,869$1.58M0.1%+34.3%0.089%
4/16/2024 Independence Bank of Kentucky34,965$674K0.2%+37.3%0.038%
4/16/2024 S.E.E.D. Planning Group LLC155,013$2.99M1.1%N/A0.169%
4/16/2024 Atlantic Union Bankshares Corp439,449$8.48M0.7%+21.8%0.479%
4/16/2024 Hengehold Capital Management LLC289,598$5.59M0.6%+2,446.4%0.315%
4/16/2024 Cypress Wealth Services LLC45,072$869K0.2%+1.3%0.049%
4/16/2024 Tlwm927,956$17.90M4.0%+9.8%1.011%
4/15/2024 Brookstone Capital Management1,644,324$31.72M0.6%-7.3%1.791%
4/12/2024 Kaydan Wealth Management Inc.11,833$228K0.1%+9.6%0.013%
4/11/2024 Matthew Goff Investment Advisor LLC167,518$3.23M0.7%-0.5%0.184%
4/11/2024 Ballew Advisors Inc43,243$826K0.6%+18.4%0.047%
4/10/2024 Sterling Financial Group Inc.44,341$855K0.4%-93.0%0.049%
4/10/2024 Red Spruce Capital LLC311,402$6.01M2.8%+17.8%0.341%
4/10/2024 Apella Capital LLC46,647$897K0.0%-3.8%0.051%
4/10/2024 Legacy Financial Group LLC706,679$13.63M2.8%+3,148.2%0.775%
4/10/2024 BCS Wealth Management196,050$3.78M1.2%+29.2%0.215%
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4/10/2024 Legacy Private Trust Co.213,679$4.12M0.3%-56.7%0.234%
4/5/2024 Butensky & Cohen Financial Security Inc.54,480$1.05M0.3%+4.4%0.059%
3/13/2024MONECO Advisors LLC40,657$791K0.2%+56.9%0.049%
3/5/2024True Vision MN LLC28,765$560K0.5%N/A0.035%
3/4/2024Vima LLC1,846$36K0.1%N/A0.002%
2/16/2024Hobbs Group Advisors LLC50,566$984K0.4%N/A0.061%
2/14/2024Vista Investment Management220,880$4.30M2.0%+17.6%0.265%
2/14/2024MGO One Seven LLC171,547$3.34M0.2%+296.3%0.206%
2/13/2024Stephens Inc. AR40,543$789K0.0%+24.8%0.049%
2/13/2024Laurel Wealth Advisors LLC136,623$2.66M0.5%+14.4%0.164%
2/12/2024Roundview Capital LLC73,222$1.43M0.1%-3.2%0.088%
2/12/2024 Oliver Luxxe Assets LLC116,757$2.27M0.5%+1.4%0.140%
2/12/2024Stifel Financial Corp552,786$10.75M0.0%+6.5%0.664%
2/9/2024 Nations Financial Group Inc. IA ADV21,007$409K0.0%+6.8%0.025%
2/9/2024Cambridge Investment Research Advisors Inc.124,065$2.41M0.0%+139.8%0.149%
2/9/2024Davis R M Inc.1,246,597$24.25M0.6%+484.6%1.497%
2/9/2024Wells Fargo & Company MN3,481,015$67.72M0.0%+26.8%4.181%
2/9/2024Gladstone Institutional Advisory LLC85,647$1.67M0.1%-36.8%0.103%
2/9/2024UBS Group AG2,334,705$45.42M0.0%+48.9%2.804%
2/8/2024Kingsview Wealth Management LLC24,856$484K0.0%+8.8%0.030%
2/8/2024FCA Corp TX246,837$4.80M1.7%+3.1%0.297%
2/8/2024Beacon Pointe Advisors LLC18,008$350K0.0%-8.8%0.022%
2/8/2024 Exchange Capital Management Inc.122,474$2.38M0.4%+21.0%0.147%
2/8/2024Janney Montgomery Scott LLC876,458$17.05M0.1%+0.7%1.053%
2/7/2024Avantax Advisory Services Inc.88,399$1.72M0.0%-1.5%0.106%
2/7/2024AlphaStar Capital Management LLC83,744$1.63M0.2%+146.5%0.101%
2/7/2024 Astoria Portfolio Advisors LLC.60,187$1.17M0.5%N/A0.072%
2/7/2024 Berger Financial Group Inc159,535$3.10M0.3%+198.3%0.192%
2/7/2024Principal Securities Inc.12,831$250K0.0%N/A0.015%
2/7/2024Montag A & Associates Inc.8,759$170K0.0%+66.4%0.011%
2/7/2024 Kessler Investment Group LLC70,422$1.37M0.8%-4.2%0.085%
2/7/2024Hills Bank & Trust Co936,930$18.23M1.8%N/A1.125%
2/6/2024Sawgrass Asset Management LLC74,702$1.45M0.2%+9.9%0.090%
2/6/2024Blue Barn Wealth LLC72,296$1.41M0.8%+56.1%0.087%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management124,776$2.43M0.1%+0.5%0.150%
2/6/2024Private Advisor Group LLC281,822$5.48M0.0%+50.5%0.339%
2/6/2024TCG Advisory Services LLC319,704$6.22M0.4%+5.5%0.384%
2/6/2024Benjamin F. Edwards & Company Inc.9,976$194K0.0%+76.6%0.012%
2/6/2024First Horizon Advisors Inc.19,090$371K0.0%-3.5%0.023%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC1,947,320$37.89M1.2%+7.7%2.339%
2/5/2024Oder Investment Management LLC41,669$811K0.8%+19.5%0.050%
2/5/2024Savant Capital LLC18,835$366K0.0%+4.9%0.023%
2/5/2024MONECO Advisors LLC41,006$798K0.2%+61.9%0.049%
2/5/2024GPM Growth Investors Inc.338,278$6.58M3.1%+0.6%0.406%
2/5/2024Transcend Capital Advisors LLC14,739$287K0.0%+15.1%0.018%
2/5/2024IMA Wealth Inc.623,084$12.12M6.1%-3.4%0.748%
2/2/2024Motley Fool Wealth Management LLC1,102,998$21.45M1.1%+2.1%1.325%
2/2/2024Addison Advisors LLC137,046$2.67M1.0%+13.3%0.165%
2/2/2024Marquette Asset Management LLC3,920$76K0.0%N/A0.005%
2/2/2024Truist Financial Corp48,989$953K0.0%+21.4%0.059%
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2/2/2024Atria Wealth Solutions Inc.45,151$878K0.0%+28.2%0.054%
2/1/2024 Masso Torrence Wealth Management Inc.54,872$1.07M0.7%+41.8%0.066%
2/1/2024Sigma Planning Corp64,292$1.25M0.1%N/A0.078%
2/1/2024 CWM LLC65,628$1.28M0.0%+1.6%0.080%
2/1/2024First Command Advisory Services Inc.26,957$524K0.0%+122.1%0.033%
2/1/2024Carmel Capital Partners LLC165,573$3.22M1.6%N/A0.201%
1/31/2024Onyx Bridge Wealth Group LLC35,711$695K0.1%-4.3%0.043%
1/31/2024Beaumont Financial Advisors LLC73,130$1.42M0.1%-8.4%0.089%
1/31/2024SFE Investment Counsel136,305$2.65M0.7%+22.9%0.166%
1/31/2024Key Financial Inc3,506$68K0.0%+202.2%0.004%
(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, 225 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Corporate Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($67.72M), UBS Group AG ($45.42M), Wilbanks Smith & Thomas Asset Management LLC ($37.89M), Aptus Capital Advisors LLC ($31.89M), Brookstone Capital Management ($31.72M), Eastern Bank ($28.67M), and Davis R M Inc. ($24.25M).Learn more on BSCR's institutional investors.

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

Of the 211 institutional investors that purchased Invesco BulletShares 2027 Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($2.07M), Aptus Capital Advisors LLC ($2.00M), UBS Group AG ($1.78M), Legacy Financial Group LLC ($1.33M), Manchester Financial Inc. ($1.29M), Wilbanks Smith & Thomas Asset Management LLC ($1.19M), and Davis R M Inc. ($1.04M).

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

Institutional investors have bought a total of 34,475,169 shares in the last 24 months. This purchase volume represents approximately $660.73M in transactions.

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

Of the 88 institutional investors that sold Invesco BulletShares 2027 Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Legacy Financial Group LLC ($624.06K), Sterling Financial Group Inc. ($614.15K), Brookstone Capital Management ($424.08K), Novare Capital Management LLC ($375.13K), Motley Fool Wealth Management LLC ($339.09K), Legacy Private Trust Co. ($279.74K), and Janney Montgomery Scott LLC ($196.48K).

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

Institutional investors have sold a total of 4,701,525 shares in the last 24 months. This volume of shares sold represents approximately $90.13M in transactions.


This page (NASDAQ:BSCR) was last updated on 4/24/2024 by MarketBeat.com Staff

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