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Invesco BulletShares 2026 Corporate Bond ETF

44 hedge funds and large institutions have $40M invested in Invesco BulletShares 2026 Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more funds holding

Funds holding: 4244 (+2)

2% more capital invested

Capital invested by funds: $39.4M → $40M (+$599K)

12.51% less ownership

Funds ownership: 61.34%48.83% (-13%)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$209K +$204K +10,735 New
SWA
27
Sutton Wealth Advisors
Florida
$134K +$131K +6,853 New
1IA
28
1834 Investment Advisors
Wisconsin
$121K +$105K +5,501 +792%
FCA
29
FinTrust Capital Advisors
South Carolina
$117K +$92.6K +4,863 +431%
LDFR
30
Lehman & Derafelo Financial Resources
Pennsylvania
$102K
LFG
31
LifePlan Financial Group
Ohio
$101K
CA
32
Cetera Advisors
Colorado
$97K +$94.5K +4,961 New
WCM
33
Whitener Capital Management
North Carolina
$91K +$89.5K +4,700 New
ASN
34
Advisory Services Network
Georgia
$76K +$51K +2,676 +216%
IBOK
35
Independence Bank of Kentucky
Kentucky
$58K
BAM
36
Bruderman Asset Management
New York
$54K +$52.6K +2,762 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$48K +$171 +9 +0.4%
AIP
38
Ameritas Investment Partners
Nebraska
$43K +$9.6K +504 +29%
APA
39
American Portfolios Advisors
New York
$25.4K
ST
40
Smithfield Trust
Pennsylvania
$17K +$1.52K +80 +10%
CB
41
CNB Bank
Pennsylvania
$14K +$13.3K +700 New
GRP
42
Global Retirement Partners
California
$13K
EI
43
Ellevest Inc
New York
$12K +$3.01K +158 +36%
MCP
44
Mirador Capital Partners
California
-$1.85M -99,209 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$466K -25,066 Closed
CDIA
46
Capital Directions Investment Advisors
Georgia
-$289K -15,540 Closed
KMC
47
Kirr Marbach & Co
Indiana
-$186K -10,000 Closed
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
-$46K -2,455 Closed
AIC
49
Ameritas Investment Company
Nebraska
-$33K -1,748 Closed
AssetMark Inc
50
AssetMark Inc
California
-$22K -1,185 Closed

BSCQ Hedge Fund Activity: Q1 2019 in Review

44 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) for Q1 2019, worth a combined $40M — up 1.5% from $39.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSCQ positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 4 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.06M. The largest seller was First Command Bank, cutting an estimated $4.77M.

  • 44 institutional investors held Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) as of Q1 2019, up from 42 in Q4 2018.
  • Funds reported $40M of Invesco BulletShares 2026 Corporate Bond ETF stock for Q1 2019, up 1.5% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2026 Corporate Bond ETF positions in Q1 2019 and 8 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2026 Corporate Bond ETF buyer in Q1 2019 was Citadel Advisors, an estimated $3.06M added.
  • The largest Invesco BulletShares 2026 Corporate Bond ETF seller in Q1 2019 was First Command Bank, an estimated $4.77M sold.

Based on aggregated 13F filings for Q1 2019.