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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$660K +$266K +13,969 +68%
CAN
152
Cetera Advisor Networks
California
$655K +$330K +17,357 +103%
GFPC
153
Global Financial Private Client
Florida
$621K +$606K +31,835 +7,012%
CIA
154
Capital Investment Advisors
Georgia
$619K -$4.83K -254 -0.8%
WFC
155
Western Financial Corp
California
$605K +$2.97K +156 +0.5%
BFG
156
Berger Financial Group
Minnesota
$584K +$118K +6,175 +25%
Corient Private Wealth
157
Corient Private Wealth
Florida
$557K +$360K +18,910 +187%
EI
158
Ellevest Inc
New York
$536K -$41.8K -2,198 -7%
NFG
159
Northeast Financial Group
Pennsylvania
$536K
CWS
160
Cypress Wealth Services
California
$535K +$80.5K +4,229 +18%
SG
161
Strid Group
Pennsylvania
$511K +$257K +13,500 +103%
SC
162
Savant Capital
Illinois
$498K +$495K +25,991 New
AWS
163
Atria Wealth Solutions
New York
$489K +$227K +11,901 +87%
SI
164
Stephens Inc
Arkansas
$470K -$54.4K -2,856 -10%
Truist Financial
165
Truist Financial
North Carolina
$464K -$40.3K -2,116 -8%
AWM
166
Avior Wealth Management
Nebraska
$457K +$454K +23,852 New
KWM
167
Kingsview Wealth Management
Oregon
$454K -$9.31K -489 -2%
HGERS
168
Householder Group Estate & Retirement Specialist
Arizona
$452K +$449K +23,570 New
BPA
169
Beacon Pointe Advisors
California
$443K +$99.6K +5,233 +29%
FIM
170
Freedom Investment Management
Connecticut
$438K -$48.2K -2,535 -10%
ACM
171
AlphaStar Capital Management
North Carolina
$429K -$73.6K -3,867 -15%
HT
172
Heritage Trust
Oklahoma
$427K +$19.9K +1,045 +5%
SPC
173
Sigma Planning Corp
Michigan
$425K +$107K +5,596 +34%
SCA
174
Snowden Capital Advisors
New York
$420K
JWCA
175
J.W. Cole Advisors
Florida
$411K -$19.5K -1,023 -5%

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.