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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
GB
51
Goepper Burkhardt
South Carolina
$9.36M +$1.06M +54,400 +13%
KAS
52
Kestra Advisory Services
Texas
$9.15M -$4.55M -233,915 -33%
GCP
53
Gill Capital Partners
Colorado
$9.05M -$803K -41,238 -8%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$9.03M +$939K +48,252 +12%
MC
55
McCarthy & Cox
Ohio
$8.77M -$6.11M -313,712 -41%
VDI
56
Vaughan David Investments
Illinois
$8.17M +$448K +23,038 +6%
KPWS
57
Kestra Private Wealth Services
Texas
$8.1M +$399K +20,476 +5%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$8.06M +$338K +17,380 +4%
SPA
59
Sentinel Pension Advisors
Massachusetts
$7.96M -$198K -10,154 -2%
LF
60
Lantz Financial
Illinois
$7.45M +$1.04M +53,663 +16%
IAS
61
IMA Advisory Services
Colorado
$7.44M -$358K -18,394 -5%
HCM
62
Hengehold Capital Management
Ohio
$7.44M +$845K +43,424 +13%
SPWM
63
Straight Path Wealth Management
Michigan
$7.44M +$438K +22,501 +6%
PAG
64
Private Advisor Group
New Jersey
$7.4M -$61.4K -3,153 -0.8%
SA
65
Sanctuary Advisors
Indiana
$7.36M +$1.4M +72,142 +24%
SS
66
Sound Stewardship
Kansas
$7.14M +$92.9K +4,774 +1%
CA
67
Clearstead Advisors
Ohio
$6.9M +$46.7K +2,401 +0.7%
HighTower Advisors
68
HighTower Advisors
Illinois
$6.71M +$364K +18,714 +6%
IWC
69
Integrated Wealth Concepts
Massachusetts
$6.69M +$553K +28,409 +9%
FC
70
FCA Corp
Texas
$6.61M +$232K +11,923 +4%
SGCA
71
Steel Grove Capital Advisors
Tennessee
$6.61M -$616K -31,649 -9%
HIP
72
HUB Investment Partners
Texas
$6.59M -$1.16M -59,844 -15%
MOS
73
MGO One Seven
Ohio
$6.27M +$530K +27,233 +9%
MWM
74
Marietta Wealth Management
Georgia
$6.05M +$73.7K +3,786 +1%
LWA
75
Ledgewood Wealth Advisors
New Hampshire
$5.75M +$796K +40,916 +16%

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.