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Invesco BulletShares 2027 Corporate Bond ETF (BSCR) Institutional Ownership

Invesco BulletShares 2027 Corporate Bond ETF logo
$19.50 +0.04 (+0.21%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
223
Total
Institutional Inflows
(last 12 months)
$437.64M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$84.71M
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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
11/15/2024MML Investors Services LLC734,915$14.49M0.1%+12.6%0.635%
11/15/2024EP Wealth Advisors LLC158,089$3.12M0.0%+3.3%0.137%
11/15/2024Jane Street Group LLC286,369$5.65M0.0%+27.3%0.248%
11/15/2024 Stifel Financial Corp650,996$12.84M0.0%+7.7%0.563%
11/15/2024 SYM FINANCIAL Corp192,000$3.79M0.5%N/A0.166%
11/15/2024 Motley Fool Wealth Management LLC720,499$14.21M0.7%-4.8%0.623%
11/15/2024 IHT Wealth Management LLC99,698$1.97M0.1%+79.9%0.086%
11/15/2024 Integrated Wealth Concepts LLC237,302$4.68M0.1%+27.1%0.205%
11/15/2024 HighTower Advisors LLC367,416$7.23M0.0%+2.4%0.318%
11/15/2024 Benjamin Edwards Inc.10,485$207K0.0%N/A0.009%
11/14/2024 Morton Community Bank240,166$4.74M1.2%+4.7%0.208%
11/14/2024 Captrust Financial Advisors472,291$9.31M0.0%+207.5%0.408%
11/14/2024 Atlantic Union Bankshares Corp606,782$11.97M0.7%+17.6%0.525%
11/14/2024 True Vision MN LLC35,723$704K0.4%+16.5%0.031%
11/14/2024 RPg Family Wealth Advisory LLC9,500$187K0.1%N/A0.008%
11/13/2024 Freedom Investment Management Inc.28,362$559K0.0%+65.0%0.025%
11/13/2024 Cynosure Group LLC45,719$902K0.1%N/A0.040%
11/13/2024 D.A. Davidson & CO.19,512$385K0.0%N/A0.017%
11/13/2024 Private Trust Co. NA3,809$75K0.0%+49.7%0.003%
11/13/2024 Davis R M Inc.1,391,902$27.45M0.5%+1.1%1.204%
11/12/2024Larson Financial Group LLC14,009$276K0.0%+63.3%0.012%
11/12/2024 Certified Advisory Corp20,591$406K0.0%+33.5%0.018%
11/12/2024 Allen Capital Group LLC16,105$318K0.0%+40.5%0.014%
11/12/2024 49 Wealth Management LLC724,868$14.29M2.3%+8.6%0.627%
11/8/2024 First Horizon Advisors Inc.23,345$460K0.0%+5.8%0.020%
11/8/2024 Prospera Private Wealth LLC4,115$81K0.0%N/A0.004%
11/8/2024 Avior Wealth Management LLC1,845,707$36.40M1.4%+22.9%1.596%
11/8/2024 Prospera Financial Services Inc128,872$2.54M0.1%+110.5%0.111%
11/7/2024 TrinityPoint Wealth LLC175,440$3.46M0.5%+75.3%0.152%
11/6/2024 Sawgrass Asset Management LLC71,034$1.40M0.1%-3.5%0.061%
11/6/2024 River Street Advisors LLC8,974$177K0.1%N/A0.008%
11/6/2024 Straight Path Wealth Management353,770$6.98M3.0%+9.9%0.306%
11/6/2024 OneDigital Investment Advisors LLC31,155$614K0.0%+8.0%0.027%
11/6/2024 OLD Second National Bank of Aurora11,619$229K0.1%N/A0.010%
11/5/2024 Souders Financial Advisors213,479$4.21M0.6%+3.5%0.185%
11/5/2024 Aptus Capital Advisors LLC77,941$1.54M0.0%+300.4%0.067%
11/5/2024 Harbour Investments Inc.15,656$309K0.0%+117.2%0.014%
11/4/2024 Addison Advisors LLC194,043$3.83M1.1%+16.1%0.168%
11/4/2024 Tyler Stone Wealth Management21,890$432K0.1%+1,195.3%0.019%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.11,264$222K0.0%-21.9%0.010%
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11/4/2024 G2 Capital Management LLC OH80,313$1.58M0.5%+1.1%0.069%
11/4/2024 Sigma Planning Corp42,091$830K0.0%+23.5%0.036%
11/1/2024 Atria Investments Inc64,759$1.28M0.0%-79.5%0.056%
11/1/2024 Carmel Capital Partners LLC248,239$4.90M1.9%+13.6%0.215%
11/1/2024 First Fiduciary Investment Counsel Inc.17,100$337K0.1%+13.6%0.015%
11/1/2024 Leavell Investment Management Inc.92,906$1.83M0.1%-1.1%0.080%
11/1/2024 Strategic Family Wealth Counselors L.L.C.27,548$543K0.2%N/A0.024%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.37,125$732K0.3%+1.4%0.032%
10/31/2024 Woodmont Investment Counsel LLC68,404$1.35M0.1%-3.3%0.059%
10/30/2024 Legacy CG LLC135,168$2.67M0.9%-5.2%0.117%
10/29/2024 Whitener Capital Management Inc.15,910$314K0.1%N/A0.014%
10/29/2024 Janney Montgomery Scott LLC1,021,446$20.14M0.1%+3.2%0.888%
10/29/2024 Key Financial Inc33,440$659K0.1%+85.8%0.029%
10/29/2024 Arlington Trust Co LLC2,603$51K0.0%N/A0.002%
10/28/2024 Gladstone Institutional Advisory LLC124,730$2.46M0.1%+2.9%0.108%
10/28/2024 Hills Bank & Trust Co2,338,825$46.12M3.5%+3.5%2.033%
10/28/2024 Stephens Inc. AR83,082$1.64M0.0%+48.7%0.072%
10/28/2024 US Bancorp DE10,038$198K0.0%+11.1%0.009%
10/25/2024 Voisard Asset Management Group Inc.5,467$108K0.0%-15.5%0.005%
10/25/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,319$26K0.0%N/A0.001%
10/25/2024 MONECO Advisors LLC412,181$8.13M1.0%+104.1%0.359%
10/25/2024 Brown Financial Advisory13,493$266K0.2%N/A0.012%
10/25/2024 SFE Investment Counsel172,924$3.41M0.7%+4.5%0.150%
10/24/2024 Old Port Advisors105,285$2.08M0.6%+10.4%0.092%
10/24/2024 Sound Stewardship LLC342,968$6.76M3.8%+8.2%0.298%
10/24/2024 J.W. Cole Advisors Inc.22,678$447K0.0%+75.6%0.020%
10/24/2024 Manchester Financial Inc.3,272,686$64.54M14.0%+74.9%2.848%
10/24/2024 Wealth Enhancement Advisory Services LLC165,445$3.26M0.0%+33.8%0.144%
10/23/2024 Tenon Financial LLC45,557$898K0.6%N/A0.040%
10/23/2024 Sigma Investment Counselors Inc.20,030$395K0.0%+13.4%0.018%
10/23/2024 American Institute for Advanced Investment Management LLP23,130$456K0.3%+12.3%0.020%
10/23/2024 Hennion & Walsh Asset Management Inc.134,351$2.65M0.1%+38.1%0.118%
10/23/2024 YHB Investment Advisors Inc.11,091$219K0.0%-5.3%0.010%
10/22/2024 Altus Wealth Group LLC46,700$921K0.4%-4.2%0.041%
10/22/2024 Rebalance LLC197,447$3.89M0.3%+16.2%0.173%
10/22/2024 Sterling Financial Group Inc.37,728$744K0.3%-5.7%0.033%
10/22/2024 Marietta Wealth Management LLC305,594$6.03M0.9%+1.6%0.267%
10/22/2024 Segment Wealth Management LLC60,953$1.20M0.1%-4.1%0.053%
10/22/2024 Private Advisor Group LLC339,708$6.70M0.0%+2.2%0.297%
10/22/2024 Leo Wealth LLC10,142$200K0.0%N/A0.009%
10/22/2024 Eastern Bank439,898$8.68M0.2%-72.7%0.385%
10/21/2024 Foundations Investment Advisors LLC32,666$644K0.0%+58.0%0.029%
10/21/2024 Western Financial Corp CA36,315$716K0.4%+8.3%0.032%
10/21/2024 Genesee Capital Advisors LLC12,374$244K0.1%+10.3%0.011%
10/21/2024 Denver Wealth Management Inc.90,575$1.79M0.8%+35.4%0.079%
10/21/2024 Trilogy Capital Inc.227,814$4.49M0.2%+2.6%0.199%
10/21/2024 Koss Olinger Consulting LLC36,979$729K0.1%+1.6%0.032%
10/18/2024 AA Financial Advisors LLC352,179$6.95M2.0%+38.0%0.309%
10/18/2024Raymond James & Associates2,333,128$46.01M0.0%+14.5%2.049%
10/18/2024Capital Investment Advisors LLC29,524$582K0.0%-9.0%0.026%
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10/18/2024Meridian Financial Partners LLC32,997$651K0.3%N/A0.029%
10/18/2024Net Worth Advisory Group15,701$310K0.1%N/A0.014%
10/18/2024Kirr Marbach & Co. LLC IN136,434$2.69M0.6%+3.6%0.120%
10/17/2024Sax Wealth Advisors LLC24,802$489K0.0%+60.4%0.022%
10/17/2024BCS Wealth Management313,412$6.18M2.6%+31.3%0.275%
10/17/2024 Strid Group LLC10,411$205K0.0%N/A0.009%
10/16/2024 Secure Asset Management LLC126,001$2.49M0.4%+7.0%0.111%
10/16/2024 Good Life Advisors LLC359,394$7.09M0.4%+80.8%0.316%
10/16/2024 Ironwood Financial llc513,466$10.13M2.1%+12.2%0.451%
10/16/2024 Hengehold Capital Management LLC315,702$6.23M0.6%+6.6%0.277%
(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, 276 institutional investors and hedge funds held shares of Invesco BulletShares 2027 Corporate Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($70.80M), Wells Fargo & Company MN ($67.72M), Manchester Financial Inc. ($64.54M), Hills Bank & Trust Co ($46.12M), Raymond James & Associates ($46.01M), UBS Group AG ($45.42M), and Wilbanks Smith & Thomas Asset Management LLC ($37.89M).Learn more on BSCR's institutional investors.

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

Of the 266 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: Manchester Financial Inc. ($3.31M), Raymond James & Associates ($2.07M), Brookstone Capital Management ($2.07M), UBS Group AG ($1.59M), Legacy Financial Group LLC ($1.32M), Hills Bank & Trust Co ($1.30M), and Davis R M Inc. ($1.14M).

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

Institutional investors have bought a total of 39,536,187 shares in the last 24 months. This purchase volume represents approximately $760.53M in transactions.

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

Of the 97 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: Eastern Bank ($1.21M), Legacy Financial Group LLC ($624.06K), Sterling Financial Group Inc. ($620.76K), Motley Fool Wealth Management LLC ($617.91K), Brookstone Capital Management ($482.50K), Legacy Private Trust Co. ($279.74K), and Novare Capital Management LLC ($275.11K).

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

Institutional investors have sold a total of 6,220,091 shares in the last 24 months. This volume of shares sold represents approximately $120.20M in transactions.



This page (NASDAQ:BSCR) was last updated on 11/17/2024 by MarketBeat.com Staff
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