BSCP icon

Invesco BulletShares 2025 Corporate Bond ETF
BSCP

Overview Fund Activity

354 hedge funds and large institutions have $3B invested in Invesco BulletShares 2025 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 186 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.13%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
33
Increased
186
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$180M
2
Bank of America
Bank of America
North Carolina
$135M
3
Renaissance Technologies
Renaissance Technologies
New York
$22.3M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.8M
5
Wells Fargo
Wells Fargo
California
$99.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$119M
2
Lido Advisors
Lido Advisors
California
$947M
3
Jane Street
Jane Street
New York
$20.4M
4
CIM
Confluence Investment Management
Missouri
$0
5
LPL Financial
LPL Financial
California
$97.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
201
CIBC World Market
Ontario, Canada
$792K +$38.3K +1,875 +5%
CFCI
202
Comprehensive Financial Consultants Institutional
Indiana
$789K +$22K +1,077 +3%
DADC
203
D.A. Davidson & Co
Montana
$773K +$157K +7,673 +25%
KIG
204
Kessler Investment Group
Indiana
$741K +$81K +3,963 +12%
CFS
205
Coordinated Financial Services
Colorado
$741K +$741K +36,249 New
VWWMG
206
Vermillion & White Wealth Management Group
Pennsylvania
$735K +$735K +35,961 New
NF
207
Nikulski Financial
Iowa
$725K +$12.3K +600 +2%
AWM
208
AE Wealth Management
Kansas
$712K +$173K +8,444 +32%
GCA
209
Genesee Capital Advisors
New York
$706K +$10.7K +524 +2%
IWP
210
Insight Wealth Partners
Texas
$699K -$21K -1,029 -3%
WA
211
WESPAC Advisors
California
$690K -$95.6K -4,680 -12%
Brown Advisory
212
Brown Advisory
Maryland
$666K – – –
VAMG
213
Voisard Asset Management Group
Michigan
$660K – – –
HWM
214
HB Wealth Management
Georgia
$659K +$659K +32,278 New
AFG
215
Atomi Financial Group
New York
$657K +$209K +10,242 +47%
TSWM
216
Tyler-Stone Wealth Management
Ohio
$639K -$102K -4,971 -14%
WDL
217
Well Done LLC
Michigan
$619K – – –
HSWS
218
Higgins & Schmidt Wealth Strategies
Colorado
$607K +$27K +1,322 +5%
WWM
219
Western Wealth Management
Colorado
$596K +$613 +30 +0.1%
WFC
220
Western Financial Corp
California
$585K +$113K +5,550 +24%
FA
221
FC Advisory
Pennsylvania
$581K -$27.9K -1,365 -5%
CWA
222
Continuum Wealth Advisors
New York
$576K +$201K +9,842 +54%
HPC
223
HM Payson & Co
Maine
$573K -$301K -14,714 -34%
CA
224
Claro Advisors
Massachusetts
$563K +$127K +6,201 +29%
AIFAIM
225
American Institute for Advanced Investment Management
Arizona
$562K +$35.8K +1,750 +7%
7 8
9
10 11