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Invesco BulletShares 2026 Corporate Bond ETF

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: 1316 (+3)

2% more funds holding

Funds holding: 246252 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
126
Kohmann Bosshard Financial Services
Ohio
$1.01M +$50.8K +2,668 +5%
CCP
127
Carmel Capital Partners
California
$1.01M +$279K +14,656 +39%
WWM
128
Western Wealth Management
Colorado
$962K +$74.2K +3,900 +8%
BA
129
Ballew Advisors
Mississippi
$943K +$646K +33,959 +215%
Vanguard Group
130
Vanguard Group
Pennsylvania
$939K +$932K +48,995 New
WB
131
Webster Bank
Connecticut
$936K +$930K +48,840 New
VNB
132
Virginia National Bank
Virginia
$917K +$194K +10,201 +27%
GCA
133
Genesee Capital Advisors
New York
$886K +$7.31K +384 +0.8%
MTWM
134
Masso Torrence Wealth Management
New Jersey
$858K +$83.1K +4,367 +11%
AR
135
Apeiron RIA
Texas
$850K +$38.3K +2,011 +5%
BCFS
136
Butensky & Cohen Financial Security
Florida
$835K +$7.29K +383 +0.9%
CFCI
137
Comprehensive Financial Consultants Institutional
Indiana
$834K +$1.68K +88 +0.2%
APA
138
Astoria Portfolio Advisors
New York
$831K +$627K +32,961 +323%
SWM
139
Silverlake Wealth Management
Vermont
$817K +$84.6K +4,446 +12%
4FG
140
4Thought Financial Group
New York
$800K +$81.7K +4,294 +11%
FAM
141
Flaharty Asset Management
Florida
$797K
CT
142
Colonial Trust
South Carolina
$796K +$2.97K +156 +0.4%
Mariner
143
Mariner
Kansas
$790K +$117K +6,125 +17%
Franklin Resources
144
Franklin Resources
California
$775K
WHCI
145
W.H. Cornerstone Investments
Massachusetts
$759K +$3.23K +170 +0.4%
CAC
146
Certified Advisory Corp
Florida
$749K +$247K +12,988 +50%
GI
147
GS Investments
Minnesota
$734K
CWM
148
Cabot Wealth Management
Massachusetts
$712K +$32.1K +1,685 +5%
Creative Planning
149
Creative Planning
Kansas
$707K -$1.2K -63 -0.2%
WIC
150
Woodmont Investment Counsel
Tennessee
$706K +$421K +22,133 +150%

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.