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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
CL
326
Choreo LLC
Illinois
$199K +$200K +10,256 New
MFC
327
Morris Financial Concepts
South Carolina
$198K
NHC
328
Nicholas Hoffman & Company
Georgia
$194K +$195K +10,005 New
Vontobel Holding
329
Vontobel Holding
Switzerland
$194K +$195K +10,000 New
HPC
330
HM Payson & Co
Maine
$194K +$5.64K +290 +3%
RWM
331
Rialto Wealth Management
New York
$193K +$193K +9,927 New
FFA
332
Farther Finance Advisors
California
$132K +$82.6K +4,243 +165%
CWM
333
Centricity Wealth Management
Ohio
$127K +$127K +6,521 New
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$126K -$130K -6,698 -51%
OIA
335
Optimum Investment Advisors
Illinois
$117K
JP Morgan Chase
336
JP Morgan Chase
New York
$109K -$2.41M -123,628 -96%
UCB
337
United Community Bank
South Carolina
$107K +$107K +5,500 New
KOCAA
338
Knights of Columbus Asset Advisors
Connecticut
$106K
SIC
339
SJS Investment Consulting
Ohio
$95.7K
DCM
340
Davis Capital Management
Florida
$94.5K -$817 -42 -0.9%
OC
341
Oarsman Capital
Wisconsin
$84.9K +$85K +4,369 New
AAG
342
Armstrong Advisory Group
Massachusetts
$82.2K +$41.6K +2,140 +102%
CIAS
343
CBIZ Investment Advisory Services
Ohio
$78.7K +$837 +43 +1%
AF
344
Advisornet Financial
Minnesota
$75.6K +$4.17K +214 +6%
MAM
345
Marquette Asset Management
Minnesota
$70.1K
AIP
346
Ameritas Investment Partners
Nebraska
$63.8K +$370 +19 +0.6%
Fidelity Investments
347
Fidelity Investments
Massachusetts
$45.7K +$23.7K +1,220 +108%
PWA
348
Provenance Wealth Advisors
Florida
$35K -$60.1K -3,090 -63%
T
349
Transce3nd
Texas
$33.3K +$33.3K +1,713 New
WSFS
350
Wilmington Savings Fund Society
Delaware
$31.5K

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.