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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
PMG
101
ProVise Management Group
Florida
$3.89M +$51.8K +2,659 +1%
SIC
102
SFE Investment Counsel
California
$3.75M +$357K +18,338 +11%
BEI
103
Benjamin Edwards Inc
Missouri
$3.72M +$39.7K +2,041 +1%
CP
104
Cornerstone Planning
North Carolina
$3.68M +$3.69M +189,415 New
DAS
105
Diversify Advisory Services
Utah
$3.63M +$172K +8,840 +5%
HWM
106
Horizons Wealth Management
North Carolina
$3.52M +$191K +9,831 +6%
IWC
107
Infinity Wealth Counsel
Ohio
$3.37M +$3.37M +173,412 New
OLA
108
Oliver Luxxe Assets
New Jersey
$3.31M +$1.53M +78,453 +86%
SEEDPG
109
S.E.E.D. Planning Group
New York
$3.29M +$128K +6,593 +4%
GWA
110
Genesis Wealth Advisors
Massachusetts
$3.27M +$3.28M +168,508 New
EWM
111
Empirical Wealth Management
Washington
$3.13M +$48.6K +2,496 +2%
TF
112
Tenon Financial
New Jersey
$3.13M +$730K +37,501 +30%
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.96M +$78.1K +4,011 +3%
Creative Planning
114
Creative Planning
Kansas
$2.93M +$1.85M +94,843 +170%
SAM
115
Secure Asset Management
Michigan
$2.91M +$451K +23,158 +18%
ECM
116
Exchange Capital Management
Michigan
$2.88M -$46.7K -2,402 -2%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$2.86M +$1.64M +84,287 +134%
NCM
118
Novare Capital Management
North Carolina
$2.79M +$66.5K +3,417 +2%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$2.79M +$1.07M +55,064 +62%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$2.76M +$1.95M +100,023 +238%
GLA
121
Good Life Advisors
Pennsylvania
$2.72M -$4.21M -216,561 -61%
CFS
122
CRA Financial Services
New Jersey
$2.72M +$687K +35,275 +34%
GWM
123
Geneos Wealth Management
Colorado
$2.71M +$244K +12,544 +10%
CT
124
Colonial Trust
South Carolina
$2.7M +$303K +15,561 +13%
FF
125
Farnam Financial
Arizona
$2.69M +$465K +23,869 +21%
3 4
5
6 7

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.