BSCP icon

Invesco BulletShares 2025 Corporate Bond ETF
BSCP

Overview Fund Activity

351 hedge funds and large institutions have $2.91B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 154 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+28
Holders Change %
+8.67%
% of All Funds
5.15%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.4%
New
54
Increased
154
Reduced
107
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$949M
2
Morgan Stanley
Morgan Stanley
New York
$227M
3
UBS Group
UBS Group
Switzerland
$73.2M
4
LPL Financial
LPL Financial
California
$103M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$27M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$16.6M
2
SEEDPG
S.E.E.D. Planning Group
New York
$3.17M
3
Bank of America
Bank of America
North Carolina
$103M
4
Ameriprise
Ameriprise
Minnesota
$41.4M
5
WIM
Waycross Investment Management
Washington
$578K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
301
CBIZ Investment Advisory Services
Ohio
$218K +$218K +10,672 New
GIP
302
Greatmark Investment Partners
Georgia
$215K – – –
RGF
303
Retirement Guys Formula
Ohio
$214K +$214K +10,472 New
FFS
304
Founders Financial Securities
Maryland
$214K – – –
ASN
305
Advisory Services Network
Georgia
$208K +$208K +10,190 New
ICG
306
InterOcean Capital Group
Tennessee
$207K +$2.66K +130 +1%
LA
307
Latitude Advisors
Florida
$205K +$348 +17 +0.2%
DAS
308
Dynamic Advisor Solutions
Arizona
$205K +$205K +10,025 New
BFA
309
Benedict Financial Advisors
Georgia
$200K -$85.1K -4,162 -30%
TVAMP
310
Tennessee Valley Asset Management Partners
Tennessee
$179K +$179K +8,745 New
DCM
311
Davis Capital Management
Florida
$163K +$163K +7,953 New
IA
312
IFP Advisors
Florida
$138K -$21.3K -1,041 -13%
GWANC
313
Guardian Wealth Advisors (North Carolina)
North Carolina
$132K – – –
AF
314
Advisornet Financial
Minnesota
$132K -$16.4K -800 -11%
AIP
315
Ameritas Investment Partners
Nebraska
$114K +$184 +9 +0.2%
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$109K +$109K +5,348 New
RFG
317
RFP Financial Group
Georgia
$104K – – –
SIC
318
SJS Investment Consulting
Ohio
$100K – – –
AF
319
Allworth Financial
California
$99.6K – – –
OIA
320
Optimum Investment Advisors
Illinois
$98.4K -$26.6K -1,300 -21%
AIC
321
Archer Investment Corporation
Indiana
$83.8K – – –
PA
322
Parallel Advisors
California
$76.8K +$76.8K +3,754 New
AP
323
Aspect Partners
Virginia
$69.7K +$69.7K +3,409 New
MAM
324
Marquette Asset Management
Minnesota
$68.4K +$68.4K +3,346 New
AP
325
Atwood & Palmer
Missouri
$64.4K -$777 -38 -1%
11 12
13
14 15