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BSCO

Invesco BulletShares 2024 Corporate Bond ETF

Delisted

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

366 hedge funds and large institutions have $3.27B invested in Invesco BulletShares 2024 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 141 increasing their positions, 139 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

2% more capital invested

Capital invested by funds: $3.19B → $3.27B (+$75.2M)

1% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 139

0% more funds holding

Funds holding: 366366 (0)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

Holders
366
Holders Change
Holders Change %
0%
% of All Funds
5.34%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
41
Increased
141
Reduced
139
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
101
Colton Groome Financial Advisors
North Carolina
$3.46M +$232K +11,187 +7%
BFG
102
Beacon Financial Group
Texas
$3.45M -$614K -29,559 -15%
LWA
103
Ledgewood Wealth Advisors
New Hampshire
$3.42M +$3.4M +163,881 New
DWM
104
Denver Wealth Management
Colorado
$3.41M +$282K +13,588 +9%
SLFPAM
105
St. Louis Financial Planners Asset Management
Missouri
$3.41M +$126K +6,074 +4%
SFA
106
Souders Financial Advisors
Ohio
$3.4M +$106K +5,084 +3%
SFS
107
Solitude Financial Services
Virginia
$3.36M -$104K -4,993 -3%
Truist Financial
108
Truist Financial
North Carolina
$3.29M +$744K +35,808 +29%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$3.21M +$425K +20,444 +15%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$3.17M +$2.86M +137,660 +972%
GIA
111
Gladstone Institutional Advisory
Florida
$3.14M +$462K +22,256 +17%
SWP
112
Stratos Wealth Partners
Ohio
$3.13M +$896K +43,110 +40%
SEEDPG
113
S.E.E.D. Planning Group
New York
$3.08M -$7.35M -353,939 -71%
CC
114
Courier Capital
New York
$3.07M -$192K -9,237 -6%
RFN
115
Redwood Financial Network
Ohio
$2.94M +$106K +5,113 +4%
AA
116
Addison Advisors
Vermont
$2.9M -$81.5K -3,924 -3%
OIM
117
Oder Investment Management
California
$2.9M +$703K +33,818 +32%
OLA
118
Oliver Luxxe Assets
New Jersey
$2.88M -$306K -14,747 -10%
GWM
119
Geneos Wealth Management
Colorado
$2.7M +$933K +44,886 +53%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$2.69M +$2.68M +128,901 New
AFA
121
AA Financial Advisors
Ohio
$2.66M +$2.65M +127,334 New
OPA
122
Old Port Advisors
Maine
$2.66M +$1M +48,278 +61%
SG
123
Strid Group
Pennsylvania
$2.62M -$131K -6,317 -5%
CTA
124
Colonial Trust Advisors
South Carolina
$2.6M -$46K -2,213 -2%
SRC
125
Shufro Rose & Co
New York
$2.54M -$1.25K -60 -0%

BSCO Hedge Fund Activity: Q4 2023 in Review

366 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 Corporate Bond ETF (BSCO) for Q4 2023, worth a combined $3.27B — up 2.4% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BSCO positions and 36 closed out — a net gain of 5 holders — while 141 added to existing stakes and 139 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $98.1M. The largest seller was Lido Advisors, cutting an estimated $125M.

  • 366 institutional investors held Invesco BulletShares 2024 Corporate Bond ETF (BSCO) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $3.27B of Invesco BulletShares 2024 Corporate Bond ETF stock for Q4 2023, up 2.4% quarter-over-quarter.
  • 41 funds opened new Invesco BulletShares 2024 Corporate Bond ETF positions in Q4 2023 and 36 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2024 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $98.1M added.
  • The largest Invesco BulletShares 2024 Corporate Bond ETF seller in Q4 2023 was Lido Advisors, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2023.