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Invesco BulletShares 2026 Corporate Bond ETF
BSCQ

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: 13 → 16 (+3)

2% more funds holding

Funds holding: 246 → 252 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$30.4M
2
Morgan Stanley
Morgan Stanley
New York
+$21.8M
3
MOS
MGO One Seven
Ohio
+$21.3M
4
EWP
Engrave Wealth Partners
Texas
+$19.5M
5
T
TCWP
Ohio
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
MF
Manchester Financial
California
-$14M
2
TLFA
True Link Financial Advisors
California
-$10.4M
3
ACA
Aptus Capital Advisors
Alabama
-$5.1M
4
1IA
1834 Investment Advisors
Wisconsin
-$3.04M
5
KAS
Kestra Advisory Services
Texas
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
51
Trilogy Capital
California
$5.49M +$138K +7,251 +3%
HighTower Advisors
52
HighTower Advisors
Illinois
$5.48M +$2.09M +109,687 +62%
MWM
53
Marietta Wealth Management
Georgia
$5.42M +$287K +15,090 +6%
NWM
54
Northcape Wealth Management
New York
$5.41M +$307K +16,153 +6%
BFG
55
Beacon Financial Group
Texas
$5.32M +$1.81M +94,974 +52%
HIP
56
HUB Investment Partners
Texas
$5.29M +$745K +39,155 +17%
OSNBOA
57
Old Second National Bank of Aurora
Illinois
$4.84M +$4.81M +252,844 New
GB
58
Goepper Burkhardt
South Carolina
$4.77M +$255K +13,400 +6%
NA
59
NewEdge Advisors
Louisiana
$4.74M +$238K +12,481 +5%
CCG
60
Chatham Capital Group
Georgia
$4.73M +$10.3K +540 +0.2%
HCM
61
Hengehold Capital Management
Ohio
$4.61M +$3.97M +208,533 +651%
FC
62
FCA Corp
Texas
$4.51M +$3.14M +164,912 +234%
VDI
63
Vaughan David Investments
Illinois
$4.44M +$804K +42,248 +22%
TFA
64
TPG Financial Advisors
Oregon
$4.42M +$176K +9,258 +4%
SPWM
65
Straight Path Wealth Management
Michigan
$4.24M +$323K +16,947 +8%
SCA
66
Stonebridge Capital Advisors
Minnesota
$3.97M +$1.2M +63,152 +44%
OPA
67
Old Port Advisors
Maine
$3.93M +$772K +40,582 +25%
HWM
68
Horizons Wealth Management
North Carolina
$3.8M +$372K +19,520 +11%
GGI
69
GPM Growth Investors
Michigan
$3.77M +$101K +5,328 +3%
KMC
70
Kirr Marbach & Co
Indiana
$3.64M -$142K -7,486 -4%
LC
71
Legacy CG
Texas
$3.63M +$183K +9,589 +5%
KAS
72
Kestra Advisory Services
Texas
$3.48M -$2.08M -109,115 -38%
NCM
73
Novare Capital Management
North Carolina
$3.46M -$102K -5,371 -3%
SFA
74
Souders Financial Advisors
Ohio
$3.41M +$266K +13,971 +9%
AWG
75
Altus Wealth Group
Colorado
$3.41M +$3.39M +177,943 New
1 2
3
4 5

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.