We are live on ! Find out more
BSCQ icon

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
FAG
201
Fortitude Advisory Group
Washington
$256K – – –
VCM
202
Vigilant Capital Management
Maine
$254K +$20.4K +1,071 +9%
KOC
203
Koss-Olinger Consulting
Florida
$251K +$43.2K +2,272 +21%
SEIA
204
Signature Estate & Investment Advisors
California
$243K – – –
AA
205
Ancora Advisors
Ohio
$241K – – –
CIAS
206
Capital Investment Advisory Services
North Carolina
$241K -$5.71K -300 -2%
AWA
207
Arkadios Wealth Advisors
Georgia
$233K +$232K +12,184 New
MA
208
MONECO Advisors
Connecticut
$231K +$14K +735 +6%
3LCM
209
3D/L Capital Management
Connecticut
$231K +$37.8K +1,988 +20%
GL
210
GHE LLC
Tennessee
$230K – – –
DADC
211
D.A. Davidson & Co
Montana
$227K – – –
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$225K +$32.1K +1,687 +17%
LIG
213
Lokken Investment Group
Delaware
$224K +$223K +11,698 New
LWA
214
Lineweaver Wealth Advisors
Ohio
$222K +$1.31K +69 +0.6%
BFEC
215
Benjamin F. Edwards & Company
Missouri
$221K -$69.4K -3,647 -24%
SIC
216
Sigma Investment Counselors
Michigan
$217K – – –
RFWA
217
RPg Family Wealth Advisory
Massachusetts
$206K – – –
VA
218
Valmark Advisers
Ohio
$204K – – –
RS
219
Retirement Solution
Washington
$204K +$1.64K +86 +0.8%
WQ
220
Wealth Quarterback
New Jersey
$201K -$14.4K -755 -7%
FCA
221
FinTrust Capital Advisors
South Carolina
$192K – – –
AAG
222
Armstrong Advisory Group
Massachusetts
$180K – – –
IBOK
223
Independence Bank of Kentucky
Kentucky
$178K – – –
FCB
224
First Command Bank
Texas
$177K +$6.28K +330 +4%
FCFS
225
First Command Financial Services
Texas
$177K +$6.28K +330 +4%
7 8
9
10 11

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.