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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
RSA
76
River Street Advisors
Illinois
$5.73M +$248K +12,731 +5%
MWA
77
MFA Wealth Advisors
Pennsylvania
$5.65M -$13.7M -702,375 -71%
EH
78
Equitable Holdings
New York
$5.61M +$259K +13,302 +5%
EWA
79
EP Wealth Advisors
California
$5.54M +$1.95M +100,370 +54%
AF
80
Allworth Financial
California
$5.24M +$5.25M +269,716 New
AWS
81
Atria Wealth Solutions
New York
$5.17M -$1.28M -65,729 -20%
MCB
82
Morton Community Bank
Illinois
$5.11M +$253K +13,008 +5%
CCP
83
Carmel Capital Partners
California
$5.11M +$279K +14,312 +6%
CIC
84
Carnegie Investment Counsel
Ohio
$5.05M -$1.46M -74,816 -22%
Jane Street
85
Jane Street
New York
$5.01M +$5.02M +258,095 New
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$4.86M +$806K +41,430 +20%
HWM
87
Howard Wealth Management
Connecticut
$4.82M +$466K +23,935 +11%
EB
88
Eastern Bank
Massachusetts
$4.65M -$3.32M -170,563 -42%
AAS
89
Avantax Advisory Services
Texas
$4.64M -$35.4K -1,818 -0.8%
TC
90
Trilogy Capital
California
$4.5M -$116K -5,955 -3%
SIA
91
Summit Investment Advisors
Maryland
$4.44M +$4.44M +227,995 New
CCB
92
Country Club Bank
Missouri
$4.4M +$99.6K +5,119 +2%
AFA
93
AA Financial Advisors
Ohio
$4.24M +$2.14M +109,874 +101%
SFA
94
Souders Financial Advisors
Ohio
$4.23M +$310K +15,952 +8%
MGIA
95
Matthew Goff Investment Advisor
Texas
$4.1M +$3.19M +163,914 +348%
AA
96
Addison Advisors
Vermont
$4.05M +$241K +12,364 +6%
ACM
97
AlphaStar Capital Management
North Carolina
$3.93M +$397K +20,417 +11%
BFG
98
Berger Financial Group
Minnesota
$3.9M +$330K +16,963 +9%
OPA
99
Old Port Advisors
Maine
$3.9M +$507K +26,029 +15%
CTA
100
Colonial Trust Advisors
South Carolina
$3.89M +$360K +18,493 +10%

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.