INVESCO BULLETSHARES 2027 CO (BSCR) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2027 CO (BSCR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Royal Bank Of Canada, Susquehanna International Group, Llp, Hub Investment Partners, Llc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+119,989+1.7%7,284,086$142.95MQ1 2026Jul 08, 2026
Hobbs Group Advisors, LlcBuy+128+0.7%18,781$368.57KQ1 2026May 20, 2026
Bank Of America CorpBuy+571,979+11.4%5,588,500$109.67MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+1,204+3.6%34,592$678.87KQ1 2026May 18, 2026
Royal Bank Of CanadaBuy+554,441+30.2%2,390,339$46.91MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+233,328—233,328$4.58MQ1 2026May 15, 2026
Hub Investment Partners, LlcSell-223,880-34.8%420,016$8.24MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+194,045—194,045$3.81MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+158,665+145.5%267,747$5.25MQ1 2026May 15, 2026
Mai Capital ManagementBuy+147,628+5.1%3,055,562$59.97MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+119,430+28.8%534,314$10.46MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+106,821+8.9%1,311,492$25.75MQ1 2026May 15, 2026
Mission Wealth Management, LpBuy+106,330—106,330$2.09MQ1 2026May 15, 2026
Gts Securities LlcBuy+80,517—80,517$1.58MQ1 2026May 15, 2026
Morgan StanleySell-71,284-0.7%10,310,732$202.35MQ1 2026May 15, 2026
Vista Investment ManagementSell-43,868-28.0%112,555$2.21MQ1 2026May 15, 2026
Focus Partners WealthBuy+31,933+4.9%677,778$13.30MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+27,463+11.7%262,980$5.16MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+20,202+33.0%81,490$1.60MQ1 2026May 15, 2026
Ark Wealth Advisors LlcBuy+19,236+13.6%160,815$3.16MQ1 2026May 15, 2026
Two Sigma Securities, LlcBuy+18,602—18,602$365.06KQ1 2026May 15, 2026
&PartnersBuy+15,329+6.8%239,136$4.69MQ1 2026May 15, 2026
Allworth Financial LpBuy+14,917+9.5%171,511$3.37MQ1 2026May 15, 2026
Kintra Wealth, LlcBuy+12,496+4.8%275,122$5.40MQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Buy+12,461—12,461$244.55KQ1 2026May 15, 2026
Huntington National BankBuy+10,940+10.8%112,331$2.20MQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+8,921+22.8%47,987$941.74KQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+6,613+0.7%999,758$19.62MQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+6,146+2.5%255,117$5.04MQ1 2026May 15, 2026
Mercer Global Advisors IncSell-5,978-19.5%24,694$484.61KQ1 2026May 15, 2026
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Frequently asked questions about BSCR activity

  • Which institutional owners are buying BSCR?

    Institutional owners buying BSCR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BSCR activity?

    "Buy" means an investor increased their reported position in BSCR compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2027 CO (BSCR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSCR increasing?

    Institutional interest in BSCR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.