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BSCO

Invesco BulletShares 2024 Corporate Bond ETF
BSCO

Delisted

BSCO was delisted on the 13th of December, 2024.

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363 hedge funds and large institutions have $3.28B invested in Invesco BulletShares 2024 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 157 increasing their positions, 116 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 116

5% more capital invested

Capital invested by funds: $3.14B → $3.28B (+$146M)

3% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 33

1% less funds holding

Funds holding: 366 → 363 (-3)

22% less funds holding in top 10

Funds holding in top 10: 37 → 29 (-8)

Holders
363
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.7%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.46%
New
34
Increased
157
Reduced
116
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$243M
2
UBS Group
UBS Group
Switzerland
+$84.2M
3
TA
TruWealth Advisors
Louisiana
+$11.2M
4
CG
Colony Group
Massachusetts
+$10.4M
5
WA
Waverly Advisors
Alabama
+$5.33M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$43.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$23.1M
3
AIM
Astor Investment Management
Illinois
-$22.4M
4
Morgan Stanley
Morgan Stanley
New York
-$17.9M
5
LPL Financial
LPL Financial
California
-$16.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
376
Legacy Capital Wealth Partners
Arkansas
– -$886K -43,011 Closed
CW
377
CreativeOne Wealth
Kansas
– -$762K -37,023 Closed
CFGS
378
Concourse Financial Group Securities
Alabama
– -$725K -35,211 Closed
FCM
379
Fourpath Capital Management
Oklahoma
– -$583K -28,292 Closed
CB
380
Community Bank
New York
– -$466K -22,635 Closed
AWM
381
Axxcess Wealth Management
California
– -$446K -21,644 Closed
ACM
382
Arlington Capital Management
Illinois
– -$432K -20,957 Closed
RCM
383
Raleigh Capital Management
North Carolina
– -$403K -19,589 Closed
GM
384
GeoWealth Management
Illinois
– -$354K -17,158 Closed
FAG
385
Fortitude Advisory Group
Washington
– -$328K -15,954 Closed
FNC
386
First National Corp
Massachusetts
– -$276K -13,400 Closed
KWM
387
Kingsview Wealth Management
Oregon
– -$260K -12,605 Closed
SCM
388
Spreng Capital Management
Ohio
– -$233K -11,300 Closed
YIA
389
YHB Investment Advisors
Connecticut
– -$218K -10,600 Closed
UCFA
390
United Capital Financial Advisors
Texas
– -$211K -10,239 Closed
CSPAM
391
Cary Street Partners Asset Management
Virginia
– -$79.1K -3,842 Closed
AAS
392
Ameritas Advisory Services
Nebraska
– -$70.2K -3,410 Closed
BWM
393
BerganKDV Wealth Management
Minnesota
– -$51.5K -2,503 Closed
SL
394
Savior LLC
Massachusetts
– -$50.1K -2,431 Closed
APC
395
Aspire Private Capital
North Carolina
– -$37.5K -1,821 Closed
OCM
396
Orion Capital Management
California
– -$19.3K -937 Closed
CHA
397
Carmichael Hill & Associates
Maryland
– -$14.6K -707 Closed
BAM
398
Belpointe Asset Management
Nevada
– -$11K -536 Closed
12 13 14 15
16

BSCO Hedge Fund Activity: Q2 2023 in Review

363 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Corporate Bond ETF (BSCO) for Q2 2023, worth a combined $3.28B — up 4.7% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BSCO positions and 33 closed out — a net gain of 1 holder — while 157 added to existing stakes and 116 trimmed.

The largest buyer was Lido Advisors, adding an estimated $243M. The largest seller was Wells Fargo, cutting an estimated $43.2M.

  • 363 institutional investors held Invesco BulletShares 2024 Corporate Bond ETF (BSCO) as of Q2 2023, down from 366 in Q1 2023.
  • Funds reported $3.28B of Invesco BulletShares 2024 Corporate Bond ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 34 funds opened new Invesco BulletShares 2024 Corporate Bond ETF positions in Q2 2023 and 33 closed out, a net change of +1 holder.
  • The largest Invesco BulletShares 2024 Corporate Bond ETF buyer in Q2 2023 was Lido Advisors, an estimated $243M added.
  • The largest Invesco BulletShares 2024 Corporate Bond ETF seller in Q2 2023 was Wells Fargo, an estimated $43.2M sold.

Based on aggregated 13F filings for Q2 2023.