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Invesco BulletShares 2027 Corporate Bond ETF (BSCR) Institutional Ownership

Invesco BulletShares 2027 Corporate Bond ETF logo
$19.61 0.00 (0.00%)
As of 05/22/2026 03:59 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
317
Total
Institutional Inflows
(last 12 months)
$1.41B
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$289.87M
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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
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%
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%
5/2/2026 Anchor 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%
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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%
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%
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%
4/22/2026 Semitam 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%
4/22/2026 Towne 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%
4/22/2026 Tassel 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%
4/20/2026 Kestra 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%
4/20/2026 Apella Capital LLC52,648$1.04M0.0%-3.4%0.022%
4/18/2026 Nautilus Advisors LLC11,516$226K0.2%N/A0.005%
4/18/2026 BCS Wealth Management390,815$7.67M1.6%-51.2%0.165%
4/18/2026 Nottingham Advisors Inc.37,500$736K0.1%N/A0.016%
4/17/2026 Kirr Marbach & Co. LLC IN772,551$15.16M2.8%+2.3%0.325%
4/17/2026 Certified Advisory Corp37,715$740K0.1%-4.6%0.016%
4/17/2026 Novare Capital Management LLC186,132$3.65M0.3%+2.2%0.078%
4/17/2026 Webster Bank N. A.239,097$4.69M0.4%+15.6%0.101%
4/17/2026 Clark Asset Management LLC1,188,847$23.33M2.2%+18.8%0.501%
4/17/2026 Brookstone Capital Management1,512,678$29.69M0.3%+1.7%0.637%
4/16/2026 Ironwood Wealth Management LLC.516,473$10.14M2.9%-1.4%0.219%
4/16/2026 True Vision MN LLC36,773$722K0.4%+2.3%0.015%
4/16/2026 Evexia Wealth LLC237,742$4.68M1.3%+16.4%0.100%
4/15/2026 Aspen Investment Management Inc190,643$3.74M1.1%-0.7%0.080%
3/17/2026 Cornerstone Planning LLC440,019$8.69M1.9%N/A0.191%
3/12/2026Nalls Sherbakoff Group LLC17,960$355K0.3%N/A0.008%
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2/27/2026 Financially in Tune LLC26,712$527K0.5%N/A0.012%
2/26/2026 Anchor Investment Management LLC1,214,932$23.98M1.9%+7.6%0.526%
2/25/2026 Tempo Wealth LLC73,001$1.44M0.3%N/A0.032%
2/24/2026 Astoria Portfolio Advisors LLC.59,208$1.17M0.3%+6.6%0.026%
2/24/2026Coastline Complete Wealth LLC219,528$4.33M2.7%N/A0.095%
2/19/2026 Invesco Ltd.3,450,521$68.11M0.0%+1.9%1.495%
2/18/2026 Mercer Global Advisors Inc. ADV30,672$605K0.0%-16.8%0.013%
2/18/2026 Wealthspire Retirement LLC18,908$373K0.0%-3.2%0.008%
2/18/2026 Beacon Pointe Advisors LLC109,082$2.15M0.0%+975.8%0.047%
2/18/2026 EP Wealth Advisors LLC243,733$4.81M0.0%N/A0.106%


BSCR Institutional Ownership - Frequently Asked Questions

During the previous two years, 431 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 412 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), Manchester Financial Inc. ($2.02M), LPL Financial LLC ($1.69M), Invesco Ltd. ($1.68M), and Thrivent Financial for Lutherans ($1.61M).

Institutional investors have bought a total of 71,395,848 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.

Of the 137 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 ($329.10K).

Institutional investors have sold a total of 14,715,607 shares in the last 24 months. This volume of shares sold represents approximately $289.87M in transactions.



This page (NASDAQ:BSCR) was last updated on 5/25/2026 by MarketBeat.com Staff.
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