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BSCO

Invesco BulletShares 2024 Corporate Bond ETF

Delisted

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

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: 366363 (-3)

22% less funds holding in top 10

Funds holding in top 10: 3729 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RW
76
RVW Wealth
California
$5.75M -$237K -11,497 -4%
AAS
77
Avantax Advisory Services
Texas
$5.74M +$1.04M +50,711 +22%
TC
78
Trilogy Capital
California
$5.74M +$306K +14,839 +6%
GI
79
Gradient Investments
Minnesota
$5.53M -$10.1M -491,304 -65%
MWM
80
Marietta Wealth Management
Georgia
$5.52M +$113K +5,493 +2%
FC
81
FCA Corp
Texas
$5.51M -$95.9K -4,654 -2%
WA
82
Waverly Advisors
Alabama
$5.32M +$5.33M +258,562 New
AFWM
83
AMJ Financial Wealth Management
Virginia
$5.29M +$5.3M +257,037 New
GB
84
Goepper Burkhardt
South Carolina
$5.29M -$20.6K -1,000 -0.4%
MA
85
Montag & Associates
Georgia
$5.27M -$144K -6,991 -3%
SPWM
86
Straight Path Wealth Management
Michigan
$5.06M +$335K +16,264 +7%
CWA
87
Carolina Wealth Advisors
South Carolina
$4.98M +$101K +4,910 +2%
HighTower Advisors
88
HighTower Advisors
Illinois
$4.83M -$186K -9,012 -4%
IF
89
IRON Financial
Illinois
$4.82M +$27K +1,309 +0.6%
MOS
90
MGO One Seven
Ohio
$4.62M -$16.4M -794,765 -78%
CAC
91
Certified Advisory Corp
Florida
$4.5M -$234K -11,335 -5%
NA
92
NewEdge Advisors
Louisiana
$4.46M -$1.09M -52,765 -20%
PMG
93
ProVise Management Group
Florida
$4.41M -$1.61K -78 -0%
CFMC
94
Curbstone Financial Management Corp
New Hampshire
$4.34M -$201K -9,750 -4%
ECM
95
Exchange Capital Management
Michigan
$4.34M +$70.8K +3,437 +2%
HWM
96
Horizons Wealth Management
North Carolina
$4.16M +$64.7K +3,140 +2%
MCP
97
Mirador Capital Partners
California
$4.12M -$4.51M -218,809 -52%
SFWC
98
Strategic Family Wealth Counselors
New Jersey
$4.07M +$16.1K +781 +0.4%
LF
99
Lantz Financial
Illinois
$4.02M +$158K +7,693 +4%
HIIFS
100
Harel Insurance Investments & Financial Services
Israel
$3.91M

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.