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Invesco BulletShares 2026 Corporate Bond ETF
BSCQ

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: 27 → 30 (+3)

9% more funds holding

Funds holding: 337 → 367 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$207M
2
UBS Group
UBS Group
Switzerland
+$119M
3
MCM
MAI Capital Management
Ohio
+$47.5M
4
IAA
Independent Advisor Alliance
North Carolina
+$27.8M
5
Wells Fargo
Wells Fargo
California
+$16.8M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$95.2M
2
MFWM
Motley Fool Wealth Management
Virginia
-$16.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14.7M
4
MWA
MFA Wealth Advisors
Pennsylvania
-$13.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$7.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
301
Solitude Financial Services
Virginia
$278K – – –
CA
302
CGN Advisors
Kansas
$275K +$30.7K +1,579 +13%
KCM
303
Kaye Capital Management
California
$271K +$272K +13,952 New
EA
304
Everpar Advisors
Oklahoma
$264K +$265K +13,603 New
CIAS
305
Capital Investment Advisory Services
North Carolina
$263K – – –
WAOI
306
Wealth Advisors of Iowa
Iowa
$263K +$263K +13,524 New
US Bancorp
307
US Bancorp
Minnesota
$258K +$20.6K +1,059 +9%
SEIA
308
Signature Estate & Investment Advisors
California
$257K +$10.1K +521 +4%
BAM
309
Belpointe Asset Management
Nevada
$256K -$3.21K -165 -1%
CIA
310
Concurrent Investment Advisors
Florida
$252K +$915 +47 +0.4%
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$251K -$11.2K -574 -4%
SAI
312
Savvy Advisors Inc
New York
$248K +$248K +12,761 New
YWM
313
Yoder Wealth Management
California
$247K – – –
SAS
314
SMI Advisory Services
Indiana
$246K +$246K +12,661 New
ES
315
ETF Store
Kansas
$245K +$1.65K +85 +0.7%
BWM
316
BankPlus Wealth Management
Mississippi
$237K +$238K +12,212 New
GL
317
GHE LLC
Tennessee
$233K – – –
YIA
318
YHB Investment Advisors
Connecticut
$232K -$23.9K -1,230 -9%
MFIM
319
Mesirow Financial Investment Management
Illinois
$222K – – –
RGF
320
Retirement Guys Formula
Ohio
$210K +$210K +10,801 New
RS
321
Retirement Solution
Washington
$209K +$2.2K +113 +1%
KFGK
322
Keystone Financial Group (Kentucky)
Kentucky
$205K +$205K +10,550 New
SWM
323
SigFig Wealth Management
California
$205K +$205K +10,541 New
FFG
324
Foundry Financial Group
New Hampshire
$205K – – –
RA
325
RFG Advisory
Alabama
$202K +$203K +10,410 New
11 12
13
14 15

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.