Invesco BulletShares 2027 Corporate Bond ETF (BSCR) Institutional Ownership

$19.25
-0.01 (-0.05%)
(As of 05/17/2024 08:53 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
172
Total
Institutional Inflows
(last 12 months)
$373.14M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$60.46M
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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
5/17/2024 Comerica Bank37,597$725K0.0%+2.7%0.040%
5/16/2024 Jane Street Group LLC965,566$18.63M0.0%+146.1%1.030%
5/15/2024 Stonebridge Capital Advisors LLC29,203$563K0.1%+19.7%0.031%
5/14/2024 Sentinel Pension Advisors Inc.436,756$8.43M1.8%+44.7%0.466%
5/14/2024 Vaughan David Investments LLC IL308,985$5.96M0.1%+19.6%0.330%
5/13/2024 Goepper Burkhardt LLC307,900$5.91M2.8%+12.2%0.328%
5/13/2024 Ameritas Investment Partners Inc.4,666$90K0.0%-22.6%0.005%
5/11/2024 Davis R M Inc.1,334,439$25.74M0.5%+7.0%1.423%
5/11/2024 Beaumont Financial Advisors LLC74,666$1.44M0.1%+2.1%0.080%
5/10/2024 Osaic Holdings Inc.486,525$9.39M0.0%+42.4%0.519%
5/10/2024 Blue Barn Wealth LLC76,094$1.47M0.8%+5.3%0.081%
5/9/2024 ProVise Management Group LLC146,511$2.83M0.2%+55.3%0.156%
5/9/2024 Souders Financial Advisors199,240$3.84M0.6%+64.4%0.213%
5/8/2024 Motley Fool Wealth Management LLC743,502$14.34M0.7%-32.6%0.793%
5/8/2024 Avantax Advisory Services Inc.113,625$2.19M0.0%+28.5%0.121%
5/6/2024 Kades & Cheifetz LLC20,357$393K0.3%+15.0%0.022%
5/4/2024 Geneos Wealth Management Inc.97,219$1.88M0.1%+43.8%0.104%
5/3/2024 AA Financial Advisors LLC184,213$3.55M1.4%N/A0.196%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.36,610$706K0.3%+12.3%0.039%
5/2/2024 Financial Counselors Inc.18,950$366K0.0%+7.3%0.020%
5/1/2024 Janney Montgomery Scott LLC971,415$18.74M0.1%+10.8%1.040%
5/1/2024 Avior Wealth Management LLC1,072,486$20.69M1.0%+16.0%1.148%
5/1/2024 McCarthy & Cox183,462$3.54M1.3%N/A0.196%
4/30/2024 Private Advisor Group LLC349,015$6.73M0.0%+23.8%0.373%
4/30/2024 J.W. Cole Advisors Inc.12,319$238K0.0%N/A0.013%
4/30/2024 HB Wealth Management LLC21,295$411K0.0%+4.3%0.023%
4/30/2024 Foundry Financial Group Inc.10,159$196K0.1%N/A0.011%
4/30/2024 True Vision MN LLC30,051$573K0.4%+4.5%0.032%
4/29/2024Commonwealth Equity Services LLC502,933$9.70M0.0%+8.9%0.538%
4/29/2024 Onyx Bridge Wealth Group LLC32,905$627K0.1%-7.9%0.035%
4/26/2024 Aspen Investment Management Inc148,230$2.86M1.5%+12.8%0.159%
4/26/2024 MONECO Advisors LLC84,021$1.62M0.3%+106.7%0.090%
4/26/2024 Sigma Investment Counselors Inc.25,037$483K0.0%-6.4%0.027%
4/25/2024 Carmel Capital Partners LLC195,983$3.78M1.6%+18.4%0.210%
4/25/2024 IMA Wealth Inc.570,410$11.00M5.2%-8.5%0.610%
4/25/2024 Cambridge Investment Research Advisors Inc.291,366$5.62M0.0%+134.8%0.312%
4/24/2024 Leavell Investment Management Inc.93,042$1.80M0.1%+11.5%0.100%
4/24/2024 First 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%
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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%
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%
3/13/2024 MONECO Advisors LLC40,657$791K0.2%+56.9%0.049%
3/5/2024 True Vision MN LLC28,765$560K0.5%N/A0.035%
3/4/2024 Vima LLC1,846$36K0.1%N/A0.002%
2/16/2024Hobbs Group Advisors LLC50,566$984K0.4%N/A0.061%
2/14/2024 Vista Investment Management220,880$4.30M2.0%+17.6%0.265%
2/14/2024 MGO One Seven LLC171,547$3.34M0.2%+296.3%0.206%
2/13/2024 Stephens Inc. AR40,543$789K0.0%+24.8%0.049%
2/13/2024 Laurel Wealth Advisors LLC136,623$2.66M0.5%+14.4%0.164%
2/12/2024 Roundview 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%
2/12/2024 Stifel Financial Corp552,786$10.75M0.0%+6.5%0.664%
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2/9/2024 Nations Financial Group Inc. IA ADV21,007$409K0.0%+6.8%0.025%
2/9/2024 Cambridge Investment Research Advisors Inc.124,065$2.41M0.0%+139.8%0.149%
2/9/2024 Davis R M Inc.1,246,597$24.25M0.6%+484.6%1.497%
2/9/2024 Wells Fargo & Company MN3,481,015$67.72M0.0%+26.8%4.181%
2/9/2024 Gladstone Institutional Advisory LLC85,647$1.67M0.1%-36.8%0.103%
2/9/2024 UBS Group AG2,334,705$45.42M0.0%+48.9%2.804%
2/8/2024 Kingsview Wealth Management LLC24,856$484K0.0%+8.8%0.030%
2/8/2024 FCA Corp TX246,837$4.80M1.7%+3.1%0.297%
2/8/2024 Beacon 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%
(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, 233 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. ($25.74M).Learn more on BSCR's institutional investors.

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

Of the 218 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), Davis R M Inc. ($1.13M), and Wilbanks Smith & Thomas Asset Management LLC ($1.10M).

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

Institutional investors have bought a total of 35,835,293 shares in the last 24 months. This purchase volume represents approximately $686.16M 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: Motley Fool Wealth Management LLC ($653.65K), Legacy Financial Group LLC ($624.06K), Sterling Financial Group Inc. ($614.15K), Brookstone Capital Management ($424.08K), Novare Capital Management LLC ($375.13K), 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 5,059,715 shares in the last 24 months. This volume of shares sold represents approximately $96.99M in transactions.


This page (NASDAQ:BSCR) was last updated on 5/20/2024 by MarketBeat.com Staff

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