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Invesco BulletShares 2027 Corporate Bond ETF (BSCR) Institutional Ownership

Invesco BulletShares 2027 Corporate Bond ETF logo
$19.69 +0.02 (+0.10%)
Closing price 07/18/2025 04:00 PM Eastern
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$19.69 0.00 (0.00%)
As of 07/18/2025 04:10 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)
299
Total
Institutional Inflows
(last 12 months)
$629.62M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$132.44M
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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
7/18/2025 Ledgewood Wealth Advisors LLC295,702$5.81M3.7%+2.9%0.156%
7/18/2025 Trilogy Capital Inc.222,479$4.37M0.2%-4.0%0.117%
7/18/2025 SMI Advisory Services LLC15,824$311K0.1%+10.7%0.008%
7/18/2025 Truist Financial Corp448,870$8.82M0.0%-6.7%0.237%
7/17/2025 Capital Investment Advisors LLC29,023$570K0.0%-4.9%0.015%
7/17/2025 HB Wealth Management LLC75,007$1.47M0.0%+129.9%0.040%
7/17/2025 Janney Montgomery Scott LLC802,891$15.78M0.0%-7.7%0.424%
7/17/2025 Independence Bank of Kentucky50,644$995K0.1%+3.3%0.027%
7/17/2025 Avior Wealth Management LLC2,426,509$47.68M1.6%+0.2%1.283%
7/17/2025 XY Planning Network Inc.29,694$583K0.2%N/A0.016%
7/17/2025 Hengehold Capital Management LLC439,971$8.65M0.8%+2.2%0.233%
7/17/2025 Chatham Capital Group Inc.479,795$9.43M1.4%+0.3%0.254%
7/17/2025 Blossom Wealth Management22,430$441K0.8%-10.0%0.012%
7/17/2025 Western Financial Corp CA42,859$842K0.5%+1.9%0.023%
7/16/2025 ORG Partners LLC25,265$497K0.1%-27.5%0.013%
7/16/2025 Kirr Marbach & Co. LLC IN684,997$13.46M2.7%+4.4%0.362%
7/16/2025 Old Port Advisors173,665$3.41M0.9%+21.1%0.092%
7/16/2025 Kathmere Capital Management LLC18,370$361K0.0%N/A0.010%
7/16/2025 Beaumont Financial Advisors LLC74,691$1.47M0.1%-2.1%0.039%
7/16/2025 Tassel Capital Management Inc.25,828$508K0.4%+4.2%0.014%
7/15/2025 Well Done LLC10,864$213K0.0%N/A0.006%
7/15/2025 Genesis Wealth Advisors LLC334,549$6.57M4.9%+4.0%0.177%
7/15/2025 Tenon Financial LLC137,728$2.71M1.2%+5.0%0.073%
7/15/2025 McCarthy & Cox263,792$5.18M1.4%+5.0%0.139%
7/15/2025 RVW Wealth LLC17,696$348K0.0%+6.4%0.009%
7/15/2025 BCS Wealth Management390,775$7.68M1.7%+4.0%0.207%
7/15/2025 Legacy Financial Group LLC812,048$15.96M2.2%-5.3%0.429%
7/15/2025 Accurate Wealth Management LLC70,078$1.38M0.2%N/A0.037%
7/15/2025 Oregon Pacific Wealth Management LLC27,062$532K0.5%-29.6%0.014%
7/14/2025 Seek First Inc.17,278$340K0.3%+54.6%0.009%
7/14/2025 CRA Financial Services LLC131,120$2.58M0.4%+8.5%0.069%
7/14/2025 Oliver Luxxe Assets LLC85,723$1.68M0.3%-18.2%0.045%
7/14/2025 Sentinel Pension Advisors LLC380,731$7.48M1.3%-0.2%0.201%
7/14/2025 GAMMA Investing LLC7,509$148K0.0%-75.6%0.004%
7/14/2025 Masso Torrence Wealth Management Inc.90,300$1.77M0.8%+5.5%0.048%
7/14/2025 Infinity Wealth Counsel LLC177,805$3.49M3.5%+1.5%0.094%
7/14/2025 Whitener Capital Management Inc.30,044$590K0.2%+7.9%0.016%
7/14/2025 Park Avenue Securities LLC73,852$1.45M0.0%-1.7%0.039%
7/14/2025 Sound Stewardship LLC373,666$7.34M3.8%+2.6%0.198%
7/11/2025 Meriwether Wealth & Planning LLC319,044$6.27M3.9%+1.7%0.169%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
7/11/2025 Farther Finance Advisors LLC10,176$200K0.0%+1,935.2%0.005%
7/11/2025 Butensky & Cohen Financial Security Inc.63,627$1.25M0.4%+3.0%0.034%
7/11/2025 Pinnacle Bancorp Inc.14,589$287K0.1%+110.4%0.008%
7/11/2025 Lantz Financial LLC88,408$1.74M0.4%+9.4%0.047%
7/11/2025 AA Financial Advisors LLC567,995$11.16M2.4%+0.3%0.300%
7/11/2025 LongView Wealth Management18,700$367K0.1%+23.0%0.010%
7/11/2025 Matthew Goff Investment Advisor LLC130,524$2.57M0.5%-4.6%0.070%
7/10/2025 Wealth Enhancement Advisory Services LLC210,523$4.14M0.0%-0.7%0.113%
7/10/2025 Strathmore Capital Advisors Inc.44,280$870K0.4%N/A0.024%
7/9/2025 Central Valley Advisors LLC480,767$9.45M3.2%+6.7%0.258%
7/9/2025 Beacon Financial Group75,825$1.49M0.2%+45.5%0.041%
7/8/2025 Everpar Advisors LLC27,672$544K0.2%+67.7%0.015%
7/8/2025 Dover Advisors LLC16,051$315K0.1%-5.1%0.009%
7/8/2025 Apella Capital LLC44,489$874K0.0%-1.9%0.024%
7/8/2025 Legacy Private Trust Co.93,424$1.84M0.1%-9.7%0.050%
7/8/2025 S.E.E.D. Planning Group LLC178,168$3.50M1.1%+0.9%0.095%
7/8/2025 Red Spruce Capital LLC496,580$9.76M4.2%+0.3%0.266%
7/7/2025 Horizons Wealth Management186,355$3.66M2.6%+1.2%0.100%
7/1/2025 Legacy Wealth Management LLC MS30,631$602K0.2%+86.5%0.016%
5/21/2025Geneos Wealth Management Inc.153,551$3.01M0.1%+16.6%0.088%
5/20/2025Focus Partners Wealth496,743$9.73M0.0%-14.9%0.285%
5/20/2025Anchor Investment Management LLC1,046,203$20.50M1.9%+11.1%0.601%
5/20/2025Aspen Investment Management Inc168,660$3.30M1.5%+1.5%0.097%
5/19/2025Jane Street Group LLC343,330$6.73M0.0%+285.8%0.197%
5/16/2025Arete Wealth Advisors LLC27,110$531K0.0%-4.4%0.015%
5/16/2025Jones Financial Companies Lllp171,279$3.57M0.0%+25.8%0.096%
5/16/2025Coordinated Financial Services Inc. CO47,700$934K0.7%N/A0.027%
5/16/2025Redwood Financial Network Corp74,697$1.46M1.1%+5.6%0.042%
5/16/2025NewEdge Advisors LLC614,468$12.04M0.1%+16.9%0.345%
5/16/2025Integrated Wealth Concepts LLC284,656$5.58M0.1%+11.1%0.160%
5/16/2025Ancora Advisors LLC16,368$321K0.0%+45.9%0.009%
5/15/2025EP Wealth Advisors LLC246,459$4.83M0.0%-0.8%0.142%
5/15/2025Royal Bank of Canada1,357,662$26.60M0.0%-27.4%0.780%
5/15/2025MAI Capital Management2,287,479$44.81M0.3%+12.5%1.315%
5/15/2025Insight Wealth Partners LLC44,711$876K0.1%+15.4%0.026%
5/15/2025Baird Financial Group Inc.777,236$15.23M0.0%-14.2%0.447%
5/15/2025Vermillion & White Wealth Management Group LLC48,724$955K0.7%-1.8%0.028%
5/15/2025Hanover Advisors Inc.83,299$1.63M0.7%+15.2%0.048%
5/14/2025WCG Wealth Advisors LLC12,030$236K0.0%-7.0%0.007%
5/14/2025Comerica Bank62,825$1.23M0.0%+24.2%0.036%
5/14/2025Freedom Investment Management Inc.55,234$1.08M0.1%+5.8%0.032%
5/14/2025RPg Family Wealth Advisory LLC62,091$1.22M0.3%+1.0%0.036%
5/14/2025 Oliver Luxxe Assets LLC104,769$2.05M0.4%-7.1%0.060%
5/14/2025Northwestern Mutual Wealth Management Co.116,496$2.28M0.0%+19.2%0.067%
5/14/2025Sax Wealth Advisors LLC28,103$551K0.0%+12.5%0.016%
5/14/2025Kestra Advisory Services LLC186,931$3.66M0.0%-5.5%0.107%
5/14/2025Hobbs Group Advisors LLC54,996$1.08M0.4%+3.9%0.032%
5/14/2025CW Advisors LLC56,319$1.10M0.0%N/A0.032%
5/14/2025Capital Analysts LLC53,115$1.04M0.0%+7.3%0.031%
5/14/2025Colonial Trust Advisors217,940$4.27M0.4%+9.4%0.125%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/13/2025Aptus Capital Advisors LLC77,797$1.52M0.0%+4.4%0.045%
5/13/2025 Seek First Inc.11,179$219K0.2%N/A0.006%
5/13/2025Tyler Stone Wealth Management46,020$902K0.2%+110.1%0.026%
5/13/2025Raymond James Financial Inc.3,895,172$76.31M0.0%+1.1%2.239%
5/13/2025Oder Investment Management LLC83,222$1.63M1.4%+15.8%0.048%
5/13/2025Nations Financial Group Inc. IA ADV24,903$488K0.0%+5.4%0.014%
5/13/2025Redmond Asset Management LLC58,938$1.16M0.3%+16.3%0.034%
5/13/2025Howard Wealth Management LLC243,774$4.78M2.7%-0.2%0.140%
5/13/2025FCA Corp TX266,700$5.23M1.7%-1.1%0.153%
5/13/2025Cookson Peirce & Co. Inc.503,436$9.86M0.5%-2.6%0.289%
(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, 376 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Corporate Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($110.90M), LPL Financial LLC ($98.52M), Bank of America Corp DE ($76.49M), Raymond James Financial Inc. ($76.31M), Manchester Financial Inc. ($58.48M), Invesco Ltd. ($51.33M), and Avior Wealth Management LLC ($47.68M).Learn more on Invesco BulletShares 2027 Corporate Bond ETF's institutional investors.

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

Of the 356 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: Raymond James Financial Inc. ($3.90M), Manchester Financial Inc. ($2.99M), Raymond James & Associates ($1.80M), Wells Fargo & Company MN ($1.54M), Hills Bank & Trust Co ($1.37M), LPL Financial LLC ($1.33M), and Davis R M Inc. ($1.31M).

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

Institutional investors have bought a total of 32,243,608 shares in the last 24 months. This purchase volume represents approximately $629.62M in transactions.

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

Of the 104 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: Eastern Bank ($1.53M), IMA Advisory Services Inc. ($613.31K), Royal Bank of Canada ($512.64K), Motley Fool Wealth Management LLC ($480.55K), Citadel Advisors LLC ($327.21K), Good Life Advisors LLC ($280.48K), and Manchester Financial Inc. ($270.56K).

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

Institutional investors have sold a total of 6,767,835 shares in the last 24 months. This volume of shares sold represents approximately $132.44M in transactions.



This page (NASDAQ:BSCR) was last updated on 7/19/2025 by MarketBeat.com Staff
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