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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
RWA
151
River Wealth Advisors
Pennsylvania
$1.81M +$1.59M +81,728 +710%
KBFS
152
Kohmann Bosshard Financial Services
Ohio
$1.76M -$368K -18,915 -17%
KFI
153
Key Financial Inc
Pennsylvania
$1.76M +$438K +22,527 +33%
MTWM
154
Masso Torrence Wealth Management
New Jersey
$1.69M +$156K +8,026 +10%
MA
155
Montag & Associates
Georgia
$1.65M +$224K +11,488 +16%
HNB
156
Huntington National Bank
Ohio
$1.65M – – –
LWL
157
Leo Wealth LLC
Texas
$1.64M +$268K +13,778 +20%
DWM
158
Denver Wealth Management
Colorado
$1.63M -$148K -7,624 -8%
AWM
159
Avior Wealth Management
Nebraska
$1.58M +$311K +15,985 +24%
KF
160
Krilogy Financial
Missouri
$1.57M +$1.58M +80,938 New
AI
161
Atria Investments
North Carolina
$1.57M +$315K +16,189 +25%
RC
162
Rovin Capital
Arizona
$1.55M -$2.8M -143,722 -64%
BFA
163
Beaumont Financial Advisors
Massachusetts
$1.5M +$70.2K +3,606 +5%
Mariner
164
Mariner
Kansas
$1.41M +$439K +22,544 +45%
JWCA
165
J.W. Cole Advisors
Florida
$1.39M +$792K +40,689 +131%
AFP
166
Ausdal Financial Partners
Iowa
$1.39M +$1.39M +71,667 New
TVM
167
True Vision MN
Minnesota
$1.39M +$674K +34,607 +94%
HGA
168
Hobbs Group Advisors
South Carolina
$1.37M +$199K +10,200 +17%
HWAM
169
Hennion & Walsh Asset Management
New Jersey
$1.36M -$517K -26,543 -27%
APA
170
Astoria Portfolio Advisors
New York
$1.36M +$24.5K +1,260 +2%
HA
171
Hanover Advisors
South Carolina
$1.33M +$22.6K +1,162 +2%
FAM
172
Flaharty Asset Management
Florida
$1.32M – – –
IWM
173
IHT Wealth Management
Illinois
$1.31M -$642K -32,981 -33%
SAM
174
Sawgrass Asset Management
Florida
$1.29M -$24.5K -1,259 -2%
HF
175
HRT Financial
New York
$1.29M +$612K +31,456 +90%
5 6
7
8 9

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.