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Invesco BulletShares 2026 Corporate Bond ETF
BSCQ

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: 13 → 16 (+3)

2% more funds holding

Funds holding: 246 → 252 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$30.4M
2
Morgan Stanley
Morgan Stanley
New York
+$21.8M
3
MOS
MGO One Seven
Ohio
+$21.3M
4
EWP
Engrave Wealth Partners
Texas
+$19.5M
5
T
TCWP
Ohio
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
MF
Manchester Financial
California
-$14M
2
TLFA
True Link Financial Advisors
California
-$10.4M
3
ACA
Aptus Capital Advisors
Alabama
-$5.1M
4
1IA
1834 Investment Advisors
Wisconsin
-$3.04M
5
KAS
Kestra Advisory Services
Texas
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
176
Roundview Capital
New Jersey
$408K +$406K +21,312 New
AWM
177
AE Wealth Management
Kansas
$394K +$26.1K +1,373 +7%
KWM
178
Kaydan Wealth Management
Michigan
$390K +$29.1K +1,529 +8%
GRP
179
Global Retirement Partners
California
$376K +$117K +6,129 +46%
Cerity Partners
180
Cerity Partners
New York
$366K -$13.5K -710 -4%
NFG
181
Nations Financial Group
Iowa
$352K -$14.5K -762 -4%
NIC
182
Northwest Investment Counselors
Oregon
$343K +$133 +7 +0%
SM
183
Sensible Money
Arizona
$338K -$8.15K -428 -2%
OIM
184
Oder Investment Management
California
$318K +$6.09K +320 +2%
BMM
185
Berkshire Money Management
Massachusetts
$310K +$47.4K +2,489 +18%
ES
186
ETF Store
Kansas
$307K +$11.9K +626 +4%
EWA
187
EP Wealth Advisors
California
$305K +$287K +15,055 New
LWMG
188
Levy Wealth Management Group
Pennsylvania
$305K +$302K +15,894 New
RSWM
189
Robertson Stephens Wealth Management
California
$304K – – –
ISB
190
Iowa State Bank
Iowa
$304K +$6.74K +354 +2%
MGIA
191
Matthew Goff Investment Advisor
Texas
$296K -$47.7K -2,505 -14%
WIM
192
Waycross Investment Management
Washington
$290K +$37.2K +1,955 +15%
FWA
193
FSM Wealth Advisors
Ohio
$287K – – –
PTC
194
Private Trust Company
Ohio
$287K +$167K +8,785 +141%
YIA
195
YHB Investment Advisors
Connecticut
$285K -$12.3K -647 -4%
OP
196
ORG Partners
Indiana
$284K +$281K +14,757 New
AWM
197
Apollon Wealth Management
South Carolina
$278K – – –
FFIC
198
First Fiduciary Investment Counsel
Ohio
$276K +$39K +2,050 +17%
FFN
199
Focus Financial Network
Minnesota
$274K +$272K +14,308 New
KP
200
Keel Point
Alabama
$266K +$265K +13,903 New
6 7
8
9 10

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.