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Invesco BulletShares 2027 Corporate Bond ETF (BSCR) Institutional Ownership

Invesco BulletShares 2027 Corporate Bond ETF logo
$19.61 +0.02 (+0.08%)
As of 12:51 PM Eastern
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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)
282
Total
Institutional Inflows
(last 12 months)
$860.12M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$222.04M
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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
9/2/2026Kinetic Wealth Investment Advisors LLC27,578$541K0.3%N/A0.012%
9/2/2026 Citadel Advisors LLC24,219$475K0.0%-87.5%0.010%
8/23/2026 Guardian Wealth Advisors LLC NC202,489$3.97M0.2%+242.3%0.086%
8/23/2026 Straight Path Wealth Management556,563$10.92M2.5%+2.7%0.238%
8/23/2026 Wedmont Private Capital27,905$548K0.0%N/A0.012%
8/23/2026 Kintra Wealth LLC311,668$6.12M0.3%+13.3%0.133%
8/23/2026 HB Wealth Management LLC42,793$839K0.0%+56.9%0.018%
8/23/2026 Semitam Bonam LLC100,285$1.97M1.4%+3.5%0.043%
8/22/2026 Tassel Capital Management Inc.28,144$552K0.3%-6.8%0.012%
8/22/2026 Kickstand Ventures LLC.544,302$10.68M1.9%+6.3%0.232%
8/22/2026 Concurrent Investment Advisors LLC40,367$792K0.0%+249.5%0.017%
8/21/2026 Independence Bank of Kentucky59,723$1.17M0.1%+5.3%0.026%
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%
6/3/2026 NewEdge 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%
6/1/2026 Keel Point LLC65,633$1.29M0.1%+7.4%0.028%
5/29/2026 Ramiah Investment Group28,184$553K0.5%-4.4%0.012%
5/29/2026 Asset Dedication LLC842,024$16.53M1.2%-4.5%0.359%
5/27/2026 Allen Capital Group LLC33,058$649K0.1%-6.5%0.014%
5/22/2026Coastline Complete Wealth LLC265,173$5.20M3.2%+20.8%0.113%
5/19/2026 Bank of America Corp DE5,588,500$109.67M0.0%+11.4%2.381%
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5/19/2026 Arkadios Wealth Advisors34,592$679K0.0%+3.6%0.015%
5/18/2026 Royal Bank of Canada2,390,339$46.91M0.0%+30.2%1.018%
5/15/2026 Waverly Advisors LLC179,087$3.52M0.0%+3.0%0.076%
5/14/2026 FCA Corp TX349,037$6.85M1.9%+10.6%0.149%
5/14/2026 Davis R M Inc.1,725,794$33.87M0.6%+3.6%0.735%
5/14/2026 Lido Advisors LLC70,691,925$1.40B4.3%+5.8%30.114%
5/13/2026 Cetera Investment Advisers803,989$15.78M0.0%+77.3%0.342%
5/13/2026 Wealthspire Retirement LLC18,350$360K0.0%-3.0%0.008%
5/13/2026 Goepper Burkhardt LLC640,877$12.58M4.2%+10.8%0.273%
5/7/2026 Hanover 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%
5/7/2026 Decker Wealth Management LLC67,768$1.33M0.3%N/A0.029%
5/7/2026 Koss Olinger Consulting LLC46,374$910K0.1%+13.0%0.020%
5/6/2026 Advisortrust Partners LLC3,791$74K0.0%N/A0.002%
5/6/2026 Oder Investment Management LLC106,875$2.10M1.6%+3.8%0.046%
5/6/2026 Independent Financial Group LLC20,744$407K0.0%N/A0.009%
5/5/2026 Beaumont Financial Advisors LLC12,201$239K0.0%-83.6%0.005%
5/5/2026 Geneos Wealth Management Inc.228,405$4.48M0.1%+4.7%0.097%
5/5/2026 Fusion Family Wealth LLC43,231$848K0.1%N/A0.018%
5/5/2026 Sanctuary Advisors LLC591,655$11.61M0.1%+15.0%0.252%
5/5/2026 Sigma Planning Corp67,147$1.32M0.0%-1.9%0.029%
5/4/2026 Milestones 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%
5/4/2026 TFR Capital LLC.152,110$2.99M0.9%+1.2%0.065%
5/4/2026 Parr Mcknight Wealth Management Group LLC299,053$5.87M0.8%+11.6%0.127%
5/4/2026 Vantage 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%
5/2/2026 ARQ Wealth Advisors LLC10,500$206K0.0%N/A0.004%
5/2/2026 Diversify Wealth Management LLC84,991$1.67M0.0%N/A0.036%
5/2/2026 Valmark Advisers Inc.24,001$471K0.0%+35.2%0.010%
5/2/2026 Carnegie Investment Counsel343,489$6.74M0.1%+4.3%0.146%
5/2/2026 SFE Investment Counsel311,240$6.11M1.0%+9.9%0.133%
5/1/2026 Fifth 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%
4/29/2026 Richmond Investment Services LLC138,378$2.72M0.4%-5.9%0.059%
4/29/2026 Cvfg LLC296,316$5.82M0.7%N/A0.126%
4/29/2026 Montag A & Associates Inc.64,259$1.26M0.1%-16.5%0.027%
4/29/2026 ArborFi Advisors LLC69,686$1.37M1.1%+4.4%0.030%
4/29/2026 Unified Investment Management29,440$578K0.6%+5.0%0.013%
4/28/2026 Kathmere Capital Management LLC24,752$486K0.0%+33.0%0.011%
4/28/2026 Stephens Inc. AR115,969$2.28M0.0%-2.3%0.049%
4/28/2026 Berger 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%
4/27/2026 HB Wealth Management LLC27,266$535K0.0%-68.6%0.012%
4/27/2026 World Investment Advisors11,007$216K0.0%N/A0.005%
4/27/2026 Private Advisor Group LLC339,985$6.67M0.0%+18.1%0.145%
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4/27/2026 Three Cord True Wealth Management LLC10,856$213K0.1%N/A0.005%
4/25/2026 Livet 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%
4/24/2026 Key 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%
4/22/2026 Janney Montgomery Scott LLC658,730$12.93M0.0%-13.7%0.279%


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 401 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), Invesco Ltd. ($1.68M), Thrivent Financial for Lutherans ($1.61M), LPL Financial LLC ($1.59M), and Manchester Financial Inc. ($1.40M).

Institutional investors have bought a total of 43,658,706 shares in the last 24 months. This purchase volume represents approximately $860.12M in transactions.

Of the 112 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), Clearstead Advisors LLC ($2.31M), Renaissance Technologies LLC ($528.20K), GPM Growth Investors Inc. ($419.72K), BCS Wealth Management ($418.55K), Sentinel Pension Advisors LLC ($328.33K), and Ausdal Financial Partners Inc. ($291.96K).

Institutional investors have sold a total of 11,263,965 shares in the last 24 months. This volume of shares sold represents approximately $222.04M in transactions.


Related Companies

Institutional ownership data for NASDAQ:BSCR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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