We are live on ! Find out more
BSCQ icon

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
HSWS
376
Higgins & Schmidt Wealth Strategies
Colorado
-$715K -36,547 Closed
SFG
377
Sterling Financial Group
California
-$681K -34,792 Closed
KWM
378
Kingsview Wealth Management
Oregon
-$509K -26,024 Closed
SCA
379
Snowden Capital Advisors
New York
-$497K -25,402 Closed
HGERS
380
Householder Group Estate & Retirement Specialist
Arizona
-$399K -20,439 Closed
DADC
381
D.A. Davidson & Co
Montana
-$381K -19,484 Closed
AWE
382
Avidian Wealth Enterprises
Texas
-$241K -12,337 Closed
GCA
383
Genesee Capital Advisors
New York
-$210K -10,730 Closed
PFG
384
PAX Financial Group
Texas
-$206K -10,510 Closed
TCM
385
Tradewinds Capital Management
Washington
-$72.3K -3,698 Closed
AT
386
Arlington Trust
Alabama
-$50.9K -2,601 Closed
FCM
387
Fourpath Capital Management
Oklahoma
-$27.6K -1,411 Closed
LWCFA
388
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$25.8K -1,326 Closed
DJSG
389
D.J. St. Germain
Massachusetts
-$9.58K -490 Closed
NSIM
390
North Star Investment Management
Illinois
-$7.37K -377 Closed
NS
391
NBC Securities
Alabama
-$4K -250 Closed
JIP
392
Jaffetilchin Investment Partners
Florida
-$3.91K -200 Closed
TRCT
393
Tower Research Capital (TRC)
New York
-$1.96K -100 Closed

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.