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Invesco BulletShares 2026 Corporate Bond ETF

252 hedge funds and large institutions have $1.37B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 158 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 41

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

24% more capital invested

Capital invested by funds: $1.1B → $1.37B (+$266M)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

2% more funds holding

Funds holding: 246252 (+6)

1.24% more ownership

Funds ownership: 74.8%76.04% (+1.2%)

Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
4.02%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
27
Increased
158
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Colony Group
Massachusetts
$13.4M +$7.25M +380,982 +120%
SPIA
27
Steward Partners Investment Advisory
New York
$13.3M +$201K +10,553 +2%
TLFA
28
True Link Financial Advisors
California
$12.3M -$10.4M -545,794 -46%
RMDI
29
R.M. Davis Inc
Maine
$12.3M +$4.98M +261,814 +69%
CWMGP
30
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$12.2M +$2.9M +152,302 +32%
PAG
31
Private Advisor Group
New Jersey
$12M +$393K +20,657 +3%
SFG
32
Sterling Financial Group
California
$11.7M
LPT
33
Legacy Private Trust
Wisconsin
$10.6M -$13.7K -722 -0.1%
Jane Street
34
Jane Street
New York
$10.6M +$1.06M +55,723 +11%
SPA
35
Sentinel Pension Advisors
Massachusetts
$10.6M +$863K +45,322 +9%
Stifel Financial
36
Stifel Financial
Missouri
$10.6M +$1.01M +53,073 +11%
IF
37
Ironwood Financial
Arizona
$9.45M +$1.12M +58,974 +14%
AIM
38
Anchor Investment Management
South Carolina
$9.28M +$8.74M +459,153 +1,831%
GCP
39
Gill Capital Partners
Colorado
$9.26M +$330K +17,332 +4%
Lido Advisors
40
Lido Advisors
California
$9.15M +$1.14M +59,743 +14%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$8.99M +$506K +26,604 +6%
CPC
42
Cookson Peirce & Co
Pennsylvania
$8.98M +$105K +5,513 +1%
CIC
43
Carnegie Investment Counsel
Ohio
$8.87M +$125K +6,568 +1%
SEEDPG
44
S.E.E.D. Planning Group
New York
$7.63M +$7.03M +369,340 +1,277%
RSC
45
Red Spruce Capital
Pennsylvania
$7.34M +$617K +32,402 +9%
Invesco
46
Invesco
Georgia
$7.26M +$2.67M +140,209 +59%
GLA
47
Good Life Advisors
Pennsylvania
$6.45M +$149K +7,810 +2%
AUB
48
Atlantic Union Bankshares
Virginia
$5.88M +$2.62M +137,813 +81%
BWM
49
BCS Wealth Management
Tennessee
$5.7M +$1.9M +99,827 +51%
SS
50
Sound Stewardship
Kansas
$5.58M +$3.39M +178,368 +158%

BSCQ Hedge Fund Activity: Q1 2023 in Review

252 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) for Q1 2023, worth a combined $1.37B — up 24% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BSCQ positions and 13 closed out — a net gain of 14 holders — while 158 added to existing stakes and 41 trimmed.

The largest buyer was Ameriprise, adding an estimated $30.4M. The largest seller was Manchester Financial, exiting entirely with an estimated $14M sold.

  • 252 institutional investors held Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) as of Q1 2023, up from 246 in Q4 2022.
  • Funds reported $1.37B of Invesco BulletShares 2026 Corporate Bond ETF stock for Q1 2023, up 24% quarter-over-quarter.
  • 27 funds opened new Invesco BulletShares 2026 Corporate Bond ETF positions in Q1 2023 and 13 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2026 Corporate Bond ETF buyer in Q1 2023 was Ameriprise, an estimated $30.4M added.
  • The largest Invesco BulletShares 2026 Corporate Bond ETF seller in Q1 2023 was Manchester Financial, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2023.