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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
PFO
126
Pathstone Family Office
New Jersey
$2.65M – – –
RFN
127
Redwood Financial Network
Ohio
$2.65M +$97.9K +4,753 +4%
4FG
128
4Thought Financial Group
New York
$2.64M -$41.3K -2,005 -2%
GCM
129
G2 Capital Management
Ohio
$2.57M +$25K +1,215 +1%
SRC
130
Shufro Rose & Co
New York
$2.56M +$28.3K +1,375 +1%
CTA
131
Colonial Trust Advisors
South Carolina
$2.48M +$88.5K +4,295 +4%
EWM
132
Empirical Wealth Management
Washington
$2.46M -$72.9K -3,540 -3%
BFG
133
Berger Financial Group
Minnesota
$2.45M +$1.23M +59,828 +101%
NCM
134
Novare Capital Management
North Carolina
$2.32M -$464K -22,509 -17%
PWSG
135
Pacific Wealth Strategies Group
California
$2.32M +$13.4K +649 +0.6%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$2.29M +$65.6K +3,183 +3%
P
137
Paradiem
Louisiana
$2.25M +$886 +43 +0%
JP Morgan Chase
138
JP Morgan Chase
New York
$2.23M -$338K -16,424 -13%
FAG
139
Financial Advisory Group
Texas
$2.22M +$9.29K +451 +0.4%
SAM
140
Secure Asset Management
Michigan
$2.2M +$168K +8,159 +8%
Truist Financial
141
Truist Financial
North Carolina
$2.17M +$1.31M +63,361 +150%
GIA
142
Gladstone Institutional Advisory
Florida
$2.14M +$178K +8,641 +9%
Citadel Advisors
143
Citadel Advisors
Florida
$2.14M +$2.14M +103,980 New
US Bancorp
144
US Bancorp
Minnesota
$2.12M – – –
OIM
145
Oder Investment Management
California
$2.09M +$24.3K +1,178 +1%
FF
146
Financial Futures
New Jersey
$2.06M – – –
WIC
147
Woodmont Investment Counsel
Tennessee
$1.99M – – –
EW
148
Evexia Wealth
Wisconsin
$1.89M +$1.89M +91,856 New
MAWAG
149
Mid-American Wealth Advisory Group
Missouri
$1.87M +$1.87M +90,738 New
CPRC
150
Consolidated Portfolio Review Corp
New York
$1.84M +$225K +10,928 +14%
4 5
6
7 8

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.