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Invesco BulletShares 2027 Corporate Bond ETF (BSCR) Institutional Ownership

Invesco BulletShares 2027 Corporate Bond ETF logo
$19.63 0.00 (0.00%)
As of 07/2/2026 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
318
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$290.75M
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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
7/2/2026 CX Institutional1,514$30K0.0%-38.4%0.001%
6/3/2026NewEdge Advisors LLC740,686$14.54M0.1%+1.9%0.316%
6/1/2026Financial 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%
5/29/2026Ramiah 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%
5/7/2026Continuum Wealth Advisors LLC76,398$1.50M0.6%+6.3%0.033%
5/7/2026Pacific Wealth Strategies Group Inc.157,936$3.10M1.9%+5.7%0.067%
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%
5/6/2026Independent 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%
5/4/2026Empirical 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%
5/4/2026Paradiem 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%
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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%
5/1/2026Independence Bank of Kentucky56,712$1.11M0.1%+5.0%0.024%
4/30/2026Beacon Financial Group78,953$1.55M0.2%+2.1%0.034%
4/30/2026First 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%
4/27/2026Apeiron 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%
4/27/2026Three Cord True Wealth Management LLC10,856$213K0.1%N/A0.005%
4/25/2026Livet Wealth LLC167,578$3.29M2.1%+7.0%0.071%
4/24/2026Financial Life Planners18,563$364K0.3%-7.5%0.008%
4/24/2026American 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%
4/23/2026Kohmann Bosshard Financial Services LLC53,902$1.06M0.1%-3.5%0.023%
4/23/2026Manchester Financial Inc.24,956$490K0.1%-9.4%0.011%
4/23/2026Foundry Financial Group Inc.11,358$223K0.1%+11.8%0.005%
4/23/2026SJS 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%
4/22/2026Wilkins Miller Wealth Management LLC91,253$1.79M1.1%-9.5%0.039%
4/22/2026Onyx Bridge Wealth Group LLC22,950$450K0.0%-5.4%0.010%
4/22/2026Semitam Bonam LLC96,909$1.90M1.6%+11.0%0.041%
4/22/2026Trilogy 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%
4/22/2026Ramiah Investment Group28,184$553K0.6%-4.4%0.012%
4/22/2026River 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%
4/21/2026OLD Second National Bank of Aurora796,038$15.62M3.2%+90.9%0.335%
4/21/2026AA 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%
4/20/2026RFG Advisory LLC10,226$201K0.0%-66.2%0.004%
4/20/2026Apella Capital LLC52,648$1.04M0.0%-3.4%0.022%
4/18/2026Nautilus Advisors LLC11,516$226K0.2%N/A0.005%
4/18/2026BCS Wealth Management390,815$7.67M1.6%-51.2%0.165%
4/18/2026Nottingham Advisors Inc.37,500$736K0.1%N/A0.016%
4/17/2026Kirr Marbach & Co. LLC IN772,551$15.16M2.8%+2.3%0.325%
4/17/2026Certified Advisory Corp37,715$740K0.1%-4.6%0.016%
4/17/2026Novare Capital Management LLC186,132$3.65M0.3%+2.2%0.078%
4/17/2026Webster Bank N. A.239,097$4.69M0.4%+15.6%0.101%
4/17/2026Clark Asset Management LLC1,188,847$23.33M2.2%+18.8%0.501%
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4/17/2026Brookstone Capital Management1,512,678$29.69M0.3%+1.7%0.637%
4/16/2026Ironwood Wealth Management LLC.516,473$10.14M2.9%-1.4%0.219%
4/16/2026True Vision MN LLC36,773$722K0.4%+2.3%0.015%
4/16/2026Evexia Wealth LLC237,742$4.68M1.3%+16.4%0.100%
4/15/2026Aspen Investment Management Inc190,643$3.74M1.1%-0.7%0.080%
3/17/2026Cornerstone Planning LLC440,019$8.69M1.9%N/A0.191%
3/12/2026Nalls Sherbakoff Group LLC17,960$355K0.3%N/A0.008%
2/27/2026Financially in Tune LLC26,712$527K0.5%N/A0.012%
2/26/2026Anchor Investment Management LLC1,214,932$23.98M1.9%+7.6%0.526%
2/25/2026Tempo Wealth LLC73,001$1.44M0.3%N/A0.032%


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 72,245,912 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

Of the 140 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 14,760,139 shares in the last 24 months. This volume of shares sold represents approximately $290.75M in transactions.


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This page (NASDAQ:BSCR) was last updated on 7/5/2026 by MarketBeat.com Staff.
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