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Invesco BulletShares 2027 Corporate Bond ETF (BSCR) Institutional Ownership

Invesco BulletShares 2027 Corporate Bond ETF logo
$19.51 0.00 (0.00%)
As of 01/17/2025 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
229
Total
Institutional Inflows
(last 12 months)
$426.11M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$87.23M
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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
1/17/2025Apeiron RIA LLC54,497$1.06M0.3%-1.7%0.042%
1/17/2025Secure Asset Management LLC149,076$2.90M0.4%+18.3%0.115%
1/17/2025Avior Wealth Management LLC2,070,713$40.34M1.5%+12.2%1.603%
1/17/2025SMI Advisory Services LLC14,136$275K0.1%N/A0.011%
1/17/2025Janney Montgomery Scott LLC1,022,243$19.91M0.1%+0.1%0.792%
1/17/2025Paradiem LLC125,456$2.44M0.7%+1.3%0.097%
1/17/2025Red Spruce Capital LLC318,163$6.20M2.8%-6.3%0.246%
1/17/2025Beaumont Financial Advisors LLC78,092$1.52M0.1%+4.4%0.060%
1/17/2025Segment Wealth Management LLC61,892$1.21M0.1%+1.5%0.048%
1/16/2025McCarthy & Cox226,303$4.41M1.5%+14.8%0.175%
1/16/2025Ironwood Financial llc511,863$9.97M2.1%-0.3%0.396%
1/16/2025Diversify Advisory Services LLC48,564$944K0.1%N/A0.038%
1/15/2025 Astoria Portfolio Advisors LLC.68,527$1.33M0.5%+13.9%0.054%
1/15/2025 HB Wealth Management LLC25,771$502K0.0%+3.6%0.020%
1/15/2025 LongView Wealth Management15,200$296K0.1%+19.7%0.012%
1/15/2025 Whitener Capital Management Inc.29,324$571K0.2%+84.3%0.023%
1/15/2025 Butensky & Cohen Financial Security Inc.59,400$1.16M0.4%+2.2%0.047%
1/15/2025 Wealthcare Advisory Partners LLC11,885$232K0.0%N/A0.009%
1/15/2025 Everpar Advisors LLC13,577$264K0.1%N/A0.011%
1/15/2025 Central Valley Advisors LLC23,196$452K0.2%N/A0.018%
1/15/2025 Carnegie Investment Counsel298,751$5.82M0.2%+1.3%0.234%
1/15/2025 Hennion & Walsh Asset Management Inc.170,009$3.31M0.1%+26.5%0.133%
1/14/2025 Pinnacle Bancorp Inc.6,933$135K0.0%N/A0.005%
1/14/2025 Armstrong Advisory Group Inc.7,418$145K0.0%-18.3%0.006%
1/14/2025 Apella Capital LLC43,686$851K0.0%+2.1%0.034%
1/14/2025 S.E.E.D. Planning Group LLC170,404$3.32M1.1%+5.0%0.134%
1/14/2025 Laurel Wealth Advisors LLC240,981$4.69M0.7%+7.6%0.189%
1/14/2025 Park Avenue Securities LLC71,646$1.40M0.0%N/A0.056%
1/14/2025 Tlwm1,114,647$21.71M4.3%+11.6%0.874%
1/13/2025 BCS Wealth Management371,428$7.24M1.8%+18.5%0.291%
1/13/2025 Sentinel Pension Advisors Inc.379,552$7.39M1.4%-3.0%0.298%
1/13/2025 Eastern Bank268,413$5.23M0.1%-39.0%0.211%
1/13/2025 Capital Investment Advisors LLC31,507$614K0.0%+6.7%0.025%
1/13/2025 Brookstone Capital Management1,567,110$30.53M0.4%-1.2%1.229%
1/8/2025 Legacy Private Trust Co.106,155$2.07M0.1%-17.5%0.084%
1/7/2025 FC Advisory LLC13,856$270K0.1%N/A0.011%
1/7/2025 Horizons Wealth Management173,383$3.38M2.6%+5.7%0.138%
1/6/2025 Oliver Luxxe Assets LLC105,551$2.06M0.4%-6.4%0.084%
1/3/2025 GAMMA Investing LLC25,897$504K0.0%+250.9%0.022%
1/2/2025 Old Port Advisors137,762$2.68M0.8%+30.8%0.119%
12/26/2024JPMorgan Chase & Co.141,264$2.79M0.0%+153.0%0.122%
12/12/2024 Legacy Wealth Management LLC MS82,000$1.62M0.6%N/A0.071%
11/25/2024Wilmington Savings Fund Society FSB1,615$32K0.0%N/A0.001%
11/25/2024Sanctuary Advisors LLC276,288$5.37M0.0%+192.1%0.239%
11/21/2024Anchor Investment Management LLC882,415$17.40M1.6%+4.1%0.763%
11/18/2024Hobbs Group Advisors LLC53,013$1.05M0.4%+3.0%0.046%
11/18/2024Arete Wealth Advisors LLC27,853$549K0.0%+2.0%0.024%
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%
11/15/2024Stifel Financial Corp650,996$12.84M0.0%+7.7%0.563%
11/15/2024SYM FINANCIAL Corp192,000$3.79M0.5%N/A0.166%
11/15/2024Motley Fool Wealth Management LLC720,499$14.21M0.7%-4.8%0.623%
11/15/2024IHT Wealth Management LLC99,698$1.97M0.1%+79.9%0.086%
11/15/2024Integrated Wealth Concepts LLC237,302$4.68M0.1%+27.1%0.205%
11/15/2024HighTower Advisors LLC367,416$7.23M0.0%+2.4%0.318%
11/15/2024Benjamin Edwards Inc.10,485$207K0.0%N/A0.009%
11/14/2024Morton Community Bank240,166$4.74M1.2%+4.7%0.208%
11/14/2024Captrust Financial Advisors472,291$9.31M0.0%+207.5%0.408%
11/14/2024Atlantic Union Bankshares Corp606,782$11.97M0.7%+17.6%0.525%
11/14/2024True Vision MN LLC35,723$704K0.4%+16.5%0.031%
11/14/2024RPg Family Wealth Advisory LLC9,500$187K0.1%N/A0.008%
11/13/2024Freedom Investment Management Inc.28,362$559K0.0%+65.0%0.025%
11/13/2024Cynosure Group LLC45,719$902K0.1%N/A0.040%
11/13/2024D.A. Davidson & CO.19,512$385K0.0%N/A0.017%
11/13/2024Private Trust Co. NA3,809$75K0.0%+49.7%0.003%
11/13/2024Davis 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%
11/12/2024Allen Capital Group LLC16,105$318K0.0%+40.5%0.014%
11/12/202449 Wealth Management LLC724,868$14.29M2.3%+8.6%0.627%
11/8/2024First Horizon Advisors Inc.23,345$460K0.0%+5.8%0.020%
11/8/2024Prospera Private Wealth LLC4,115$81K0.0%N/A0.004%
11/8/2024Avior Wealth Management LLC1,845,707$36.40M1.4%+22.9%1.596%
11/8/2024Prospera Financial Services Inc128,872$2.54M0.1%+110.5%0.111%
11/7/2024TrinityPoint Wealth LLC175,440$3.46M0.5%+75.3%0.152%
11/6/2024Sawgrass Asset Management LLC71,034$1.40M0.1%-3.5%0.061%
11/6/2024River Street Advisors LLC8,974$177K0.1%N/A0.008%
11/6/2024Straight Path Wealth Management353,770$6.98M3.0%+9.9%0.306%
11/6/2024OneDigital Investment Advisors LLC31,155$614K0.0%+8.0%0.027%
11/6/2024OLD Second National Bank of Aurora11,619$229K0.1%N/A0.010%
11/5/2024Souders Financial Advisors213,479$4.21M0.6%+3.5%0.185%
11/5/2024Aptus Capital Advisors LLC77,941$1.54M0.0%+300.4%0.067%
11/5/2024Harbour Investments Inc.15,656$309K0.0%+117.2%0.014%
11/4/2024Addison Advisors LLC194,043$3.83M1.1%+16.1%0.168%
11/4/2024Tyler Stone Wealth Management21,890$432K0.1%+1,195.3%0.019%
11/4/2024Migdal Insurance & Financial Holdings Ltd.11,264$222K0.0%-21.9%0.010%
11/4/2024G2 Capital Management LLC OH80,313$1.58M0.5%+1.1%0.069%
11/4/2024Sigma Planning Corp42,091$830K0.0%+23.5%0.036%
11/1/2024Atria Investments Inc64,759$1.28M0.0%-79.5%0.056%
11/1/2024Carmel Capital Partners LLC248,239$4.90M1.9%+13.6%0.215%
11/1/2024First Fiduciary Investment Counsel Inc.17,100$337K0.1%+13.6%0.015%
11/1/2024Leavell Investment Management Inc.92,906$1.83M0.1%-1.1%0.080%
11/1/2024Strategic Family Wealth Counselors L.L.C.27,548$543K0.2%N/A0.024%
11/1/2024Comprehensive Financial Consultants Institutional Inc.37,125$732K0.3%+1.4%0.032%
10/31/2024Woodmont Investment Counsel LLC68,404$1.35M0.1%-3.3%0.059%
10/30/2024Legacy CG LLC135,168$2.67M0.9%-5.2%0.117%
10/29/2024 Whitener Capital Management Inc.15,910$314K0.1%N/A0.014%
10/29/2024Janney Montgomery Scott LLC1,021,446$20.14M0.1%+3.2%0.888%
10/29/2024Key Financial Inc33,440$659K0.1%+85.8%0.029%
(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, 287 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 Avior Wealth Management LLC ($40.34M).Learn more on BSCR's institutional investors.

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

Of the 276 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), UBS Group AG ($1.59M), Legacy Financial Group LLC ($1.32M), Hills Bank & Trust Co ($1.30M), Davis R M Inc. ($1.14M), and LPL Financial LLC ($975.94K).

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

Institutional investors have bought a total of 38,331,451 shares in the last 24 months. This purchase volume represents approximately $738.35M 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 ($1.38M), Legacy Financial Group LLC ($624.06K), Sterling Financial Group Inc. ($620.76K), Motley Fool Wealth Management LLC ($617.91K), Brookstone Capital Management ($501.30K), Legacy Private Trust Co. ($302.32K), and Atria Investments Inc ($251.23K).

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

Institutional investors have sold a total of 6,252,410 shares in the last 24 months. This volume of shares sold represents approximately $120.94M in transactions.



This page (NASDAQ:BSCR) was last updated on 1/18/2025 by MarketBeat.com Staff
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