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Invesco BulletShares 2026 Corporate Bond ETF

367 hedge funds and large institutions have $3.5B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 185 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 25

134% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 79

13% more capital invested

Capital invested by funds: $3.09B → $3.5B (+$411M)

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

9% more funds holding

Funds holding: 337367 (+30)

1.61% more ownership

Funds ownership: 81.14%82.76% (+1.6%)

Holders
367
Holders Change
+30
Holders Change %
+8.9%
% of All Funds
4.83%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.4%
New
62
Increased
185
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
226
CIBC World Market
Ontario, Canada
$695K
FCCM
227
First City Capital Management
Georgia
$691K -$7.79K -400 -1%
RFWA
228
RPg Family Wealth Advisory
Massachusetts
$690K +$691K +35,500 New
RW
229
RVW Wealth
California
$688K -$41.1K -2,113 -6%
PTC
230
Private Trust Company
Ohio
$681K +$720 +37 +0.1%
FFIC
231
First Fiduciary Investment Counsel
Ohio
$668K +$153K +7,878 +30%
GRP
232
Global Retirement Partners
California
$656K -$4.55K -234 -0.7%
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
$647K -$817K -41,994 -56%
FLP
234
Financial Life Planners
Arizona
$642K +$643K +33,022 New
FIA
235
Foundations Investment Advisors
Arizona
$629K -$14.7K -753 -2%
GI
236
GS Investments
Minnesota
$615K -$96.3K -4,950 -14%
GFPC
237
Global Financial Private Client
Florida
$604K +$79.8K +4,100 +15%
OPTFSNA
238
Old Point Trust & Financial Services N A
Virginia
$598K +$599K +30,758 New
HBCM
239
Heron Bay Capital Management
Michigan
$567K
Cerity Partners
240
Cerity Partners
New York
$565K +$125K +6,406 +28%
BMM
241
Berkshire Money Management
Massachusetts
$562K
AIFAIM
242
American Institute for Advanced Investment Management
Arizona
$559K +$93.3K +4,793 +20%
AWA
243
Arete Wealth Advisors
Illinois
$556K +$10K +514 +2%
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$555K +$556K +28,567 New
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$546K
CA
246
Claro Advisors
Massachusetts
$545K +$266K +13,670 +95%
CBT
247
Crews Bank & Trust
Florida
$536K +$536K +27,565 New
CIA
248
Capital Investment Advisors
Georgia
$530K +$52.2K +2,682 +11%
SCA
249
Stonebridge Capital Advisors
Minnesota
$523K -$4.94K -254 -0.9%
GI
250
GAMMA Investing
California
$522K +$402K +20,642 +331%

BSCQ Hedge Fund Activity: Q4 2024 in Review

367 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) for Q4 2024, worth a combined $3.5B — up 13% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BSCQ positions and 25 closed out — a net gain of 37 holders — while 185 added to existing stakes and 79 trimmed.

The largest buyer was Lido Advisors, adding an estimated $207M. The largest seller was Aptus Capital Advisors, cutting an estimated $95.2M.

  • 367 institutional investors held Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) as of Q4 2024, up from 337 in Q3 2024.
  • Funds reported $3.5B of Invesco BulletShares 2026 Corporate Bond ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 62 funds opened new Invesco BulletShares 2026 Corporate Bond ETF positions in Q4 2024 and 25 closed out, a net change of +37 holders.
  • The largest Invesco BulletShares 2026 Corporate Bond ETF buyer in Q4 2024 was Lido Advisors, an estimated $207M added.
  • The largest Invesco BulletShares 2026 Corporate Bond ETF seller in Q4 2024 was Aptus Capital Advisors, an estimated $95.2M sold.

Based on aggregated 13F filings for Q4 2024.