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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

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

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
RMDI
26
R.M. Davis Inc
Maine
$23.2M +$2.41M +123,732 +12%
SFGP
27
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$21.5M +$21.5M +1,105,612 New
AIM
28
Anchor Investment Management
South Carolina
$19M +$1.19M +60,974 +7%
KMC
29
Kirr Marbach & Co
Indiana
$18.7M +$3.17M +162,751 +20%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$18.2M +$1.3M +66,928 +8%
SI
31
Stephens Inc
Arkansas
$17.1M +$14.8M +761,637 +637%
CWMGP
32
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$16.9M -$635K -32,616 -4%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$15.6M -$14.7M -753,923 -48%
HC
34
Headland Capital
South Carolina
$15.4M +$15.4M +793,561 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$14.3M -$257K -13,205 -2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$14M +$2.7M +138,873 +24%
LPT
37
Legacy Private Trust
Wisconsin
$13.9M +$655K +33,659 +5%
MA
38
MONECO Advisors
Connecticut
$13.3M +$4.43M +227,468 +50%
OSNBOA
39
Old Second National Bank of Aurora
Illinois
$13.3M +$473K +24,295 +4%
KV
40
Kickstand Ventures
New York
$13.1M -$5.53M -284,321 -30%
AUB
41
Atlantic Union Bankshares
Virginia
$12.6M +$1.01M +51,830 +9%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$11.6M +$275K +14,140 +2%
CWM
43
Cornerstone Wealth Management
Missouri
$11.5M +$1.65M +84,617 +17%
RSC
44
Red Spruce Capital
Pennsylvania
$11.5M -$717K -36,852 -6%
BWM
45
BCS Wealth Management
Tennessee
$11.3M +$602K +30,917 +6%
NA
46
NewEdge Advisors
Louisiana
$11.3M +$5.08M +261,070 +81%
CAM
47
Clark Asset Management
New Hampshire
$11M +$2.17M +111,518 +25%
4WM
48
49 Wealth Management
Texas
$10.5M +$3.47M +178,142 +49%
CPC
49
Cookson Peirce & Co
Pennsylvania
$10.1M +$423K +21,718 +4%
IF
50
Ironwood Financial
Arizona
$9.38M -$41.4K -2,128 -0.4%
1
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3 4 5

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.