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Invesco BulletShares 2026 Corporate Bond ETF
BSCQ

305 hedge funds and large institutions have $1.88B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 151 increasing their positions, 78 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 16

94% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 78

22% more capital invested

Capital invested by funds: $1.54B → $1.88B (+$343M)

11% more funds holding

Funds holding: 275 → 305 (+30)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

5.53% more ownership

Funds ownership: 76.6% → 82.13% (+5.5%)

Holders
305
Holders Change
+30
Holders Change %
+10.91%
% of All Funds
4.45%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
50
Increased
151
Reduced
78
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
LPL Financial
LPL Financial
California
+$18.4M
3
UBS Group
UBS Group
Switzerland
+$15.8M
4
Invesco
Invesco
Georgia
+$14.9M
5
HBT
Hills Bank & Trust
Iowa
+$14.4M

Top Sellers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$18.7M
2
ACA
Aptus Capital Advisors
Alabama
-$8.83M
3
SEEDPG
S.E.E.D. Planning Group
New York
-$7.22M
4
NWM
Northcape Wealth Management
New York
-$6.21M
5
TFA
TPG Financial Advisors
Oregon
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
4FG
176
4Thought Financial Group
New York
$809K +$89.3K +4,708 +13%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$799K -$51.5K -2,717 -6%
WIC
178
Woodmont Investment Counsel
Tennessee
$797K +$74K +3,902 +10%
AFA
179
AA Financial Advisors
Ohio
$795K +$781K +41,206 New
Franklin Resources
180
Franklin Resources
California
$781K – – –
EWA
181
EP Wealth Advisors
California
$762K – – –
Creative Planning
182
Creative Planning
Kansas
$762K +$70.3K +3,706 +10%
CAN
183
Cetera Advisor Networks
California
$755K -$50K -2,636 -6%
CFCI
184
Comprehensive Financial Consultants Institutional
Indiana
$735K -$46.4K -2,445 -6%
CIBC World Market
185
CIBC World Market
Ontario, Canada
$732K +$516K +27,200 +253%
IWP
186
Insight Wealth Partners
Texas
$720K -$26.5K -1,400 -4%
HBCM
187
Heron Bay Capital Management
Michigan
$718K +$706K +37,217 New
FIM
188
Freedom Investment Management
Connecticut
$718K +$413K +21,801 +142%
GI
189
GS Investments
Minnesota
$707K -$23.7K -1,250 -3%
MF
190
Manchester Financial
California
$695K +$682K +36,002 New
RIA
191
Regal Investment Advisors
Michigan
$689K +$677K +35,717 New
SFS
192
Solitude Financial Services
Virginia
$665K +$32.8K +1,731 +5%
DADC
193
D.A. Davidson & Co
Montana
$661K +$450K +23,737 +225%
SIC
194
Sigma Investment Counselors
Michigan
$661K +$374K +19,733 +136%
CA
195
Cetera Advisors
Colorado
$649K -$3.03K -160 -0.5%
CAL
196
Capital Analysts LLC
Pennsylvania
$633K +$342K +18,061 +122%
AWM
197
AE Wealth Management
Kansas
$620K -$108K -5,692 -15%
CIA
198
Capital Investment Advisors
Georgia
$608K -$7.77K -410 -1%
SC
199
Savant Capital
Illinois
$605K +$15.2K +803 +3%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$586K +$575K +30,355 New
6 7
8
9 10

BSCQ Hedge Fund Activity: Q4 2023 in Review

305 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) for Q4 2023, worth a combined $1.88B — up 22% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BSCQ positions and 16 closed out — a net gain of 34 holders — while 151 added to existing stakes and 78 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $18.7M.

  • 305 institutional investors held Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) as of Q4 2023, up from 275 in Q3 2023.
  • Funds reported $1.88B of Invesco BulletShares 2026 Corporate Bond ETF stock for Q4 2023, up 22% quarter-over-quarter.
  • 50 funds opened new Invesco BulletShares 2026 Corporate Bond ETF positions in Q4 2023 and 16 closed out, a net change of +34 holders.
  • The largest Invesco BulletShares 2026 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $133M added.
  • The largest Invesco BulletShares 2026 Corporate Bond ETF seller in Q4 2023 was Wilbanks Smith & Thomas Asset Management, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2023.