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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
OP
251
ORG Partners
Indiana
$522K
KC
252
Kades & Cheifetz
Pennsylvania
$520K +$14.2K +731 +3%
SC
253
Savant Capital
Illinois
$505K +$40.9K +2,099 +9%
ECG
254
EPIQ Capital Group
California
$499K
IBOK
255
Independence Bank of Kentucky
Kentucky
$497K +$28.1K +1,444 +6%
SWA
256
Sax Wealth Advisors
New Jersey
$493K +$20.9K +1,074 +4%
Corient Private Wealth
257
Corient Private Wealth
Florida
$491K -$16.1K -829 -3%
MPW
258
Monterey Private Wealth
California
$480K +$90.2K +4,636 +23%
ASN
259
Advisory Services Network
Georgia
$480K +$49K +2,517 +11%
SWM
260
Sculati Wealth Management
Michigan
$475K
TW
261
TrinityPoint Wealth
Connecticut
$468K +$143K +7,347 +44%
RC
262
Roundview Capital
New Jersey
$465K
SM
263
Sensible Money
Arizona
$457K -$48.2K -2,479 -10%
NRI
264
NFP Retirement Inc
California
$456K -$7.69K -395 -2%
WCM
265
Whitener Capital Management
North Carolina
$454K +$110K +5,636 +32%
NFG
266
Nations Financial Group
Iowa
$454K +$19.8K +1,016 +5%
BWM
267
Blossom Wealth Management
California
$452K +$17.5K +900 +4%
SWP
268
Stratos Wealth Partners
Ohio
$451K -$14.6K -752 -3%
UCFA
269
United Capital Financial Advisors
Texas
$448K +$81.7K +4,200 +22%
AWA
270
Arkadios Wealth Advisors
Georgia
$447K -$25.1K -1,292 -5%
CVA
271
Central Valley Advisors
California
$443K +$444K +22,816 New
BFS
272
BridgePort Financial Solutions
Iowa
$442K +$441K +22,679 New
ACG
273
Allen Capital Group
Nebraska
$438K +$123K +6,339 +39%
CAC
274
Certified Advisory Corp
Florida
$434K +$2.28K +117 +0.5%
SIC
275
Sigma Investment Counselors
Michigan
$430K +$14K +718 +3%

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.