We are live on ! Find out more
BSCQ icon

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
WA
126
Waverly Advisors
Alabama
$2.66M +$2.26M +116,141 +559%
EW
127
Evexia Wealth
Wisconsin
$2.59M +$1.05M +53,972 +68%
SCM
128
Sunbeam Capital Management
Georgia
$2.55M +$2.56M +131,493 New
GIA
129
Gladstone Institutional Advisory
Florida
$2.54M +$74.8K +3,842 +3%
P
130
Paradiem
Louisiana
$2.53M +$24.1K +1,239 +1%
BBW
131
Blue Barn Wealth
Utah
$2.5M +$458K +23,545 +22%
Truist Financial
132
Truist Financial
North Carolina
$2.37M +$202K +10,355 +9%
SWM
133
Silverlake Wealth Management
Vermont
$2.29M +$404K +20,757 +21%
P
134
&Partners
Tennessee
$2.26M +$1.7M +87,125 +299%
EI
135
Ellevest Inc
New York
$2.26M +$263K +13,499 +13%
PFS
136
Prospera Financial Services
Texas
$2.25M +$575K +29,551 +34%
TC
137
TFR Capital
Texas
$2.24M +$2.25M +115,538 New
WB
138
Webster Bank
Connecticut
$2.23M +$880K +45,223 +65%
AIM
139
Aspen Investment Management
Michigan
$2.12M +$318K +16,345 +18%
AWG
140
Altus Wealth Group
Colorado
$2.08M -$119K -6,132 -5%
BFG
141
Beacon Financial Group
Texas
$2.07M -$20.8K -1,069 -1%
GFP
142
Gryphon Financial Partners
Ohio
$2.03M – – –
OFG
143
Opulen Financial Group
Virginia
$2.01M +$2.02M +103,602 New
LIM
144
Leavell Investment Management
Alabama
$1.96M -$123K -6,325 -6%
FTUS
145
Flow Traders U.S.
New York
$1.95M -$1.67M -85,658 -46%
ACA
146
Aptus Capital Advisors
Alabama
$1.92M -$95.2M -4,892,881 -98%
OIM
147
Oder Investment Management
California
$1.88M +$323K +16,591 +21%
KP
148
Keel Point
Alabama
$1.85M +$155K +7,946 +9%
RFN
149
Redwood Financial Network
Ohio
$1.84M +$64.8K +3,331 +4%
GCM
150
G2 Capital Management
Ohio
$1.84M +$19.4K +995 +1%
4 5
6
7 8

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.