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Invesco BulletShares 2026 Corporate Bond ETF
BSCQ

Overview Fund Activity

365 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, 184 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+30
Holders Change %
+8.96%
% of All Funds
4.86%
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
184
Reduced
79
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$1.22B
2
UBS Group
2
UBS Group
Switzerland
$199M
3
MCM
3
MAI Capital Management
Ohio
$47.4M
4
IAA
4
Independent Advisor Alliance
North Carolina
$27.8M
5
Wells Fargo
5
Wells Fargo
California
$137M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$1.92M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$26.4M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$15.6M
4
MWA
4
MFA Wealth Advisors
Pennsylvania
$5.65M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
201
Cypress Wealth Services
California
$964K -$9.97K -513 -1%
BA
202
Ballew Advisors
Mississippi
$946K +$991 +51 +0.1%
CG
203
Cynosure Group
Utah
$935K – – –
KOC
204
Koss-Olinger Consulting
Florida
$933K +$152K +7,817 +19%
WWA
205
Wingate Wealth Advisors
Massachusetts
$908K +$908K +46,723 New
GI
206
GLOBALT Investments
Georgia
$893K -$26K -1,338 -3%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$868K -$56.2K -2,890 -6%
FCAS
208
First Command Advisory Services
Texas
$865K -$335K -17,226 -28%
AC
209
Apella Capital
Connecticut
$860K +$16.5K +850 +2%
MWM
210
Meridian Wealth Management
Kentucky
$857K – – –
CFCI
211
Comprehensive Financial Consultants Institutional
Indiana
$840K – – –
WFC
212
Western Financial Corp
California
$828K +$113K +5,818 +16%
SNWA
213
Siligmueller & Norvid Wealth Advisors
Illinois
$826K +$826K +42,496 New
IWP
214
Insight Wealth Partners
Texas
$808K +$97.7K +5,029 +14%
Franklin Resources
215
Franklin Resources
California
$786K – – –
AFG
216
Atomi Financial Group
New York
$783K +$194K +10,003 +33%
CFS
217
Coordinated Financial Services
Colorado
$783K +$783K +40,282 New
RIA
218
Regal Investment Advisors
Michigan
$777K +$69.4K +3,572 +10%
4FG
219
4Thought Financial Group
New York
$740K -$74.4K -3,831 -9%
OPWM
220
Oregon Pacific Wealth Management
Oregon
$740K +$740K +38,065 New
PS
221
Principal Securities
Iowa
$738K +$18K +927 +3%
FA
222
FC Advisory
Pennsylvania
$719K +$175K +9,021 +32%
WIC
223
Woodmont Investment Counsel
Tennessee
$717K +$30.3K +1,560 +4%
VWWMG
224
Vermillion & White Wealth Management Group
Pennsylvania
$713K +$7.15K +368 +1%
SFWC
225
Strategic Family Wealth Counselors
New Jersey
$709K +$75.9K +3,908 +12%
7 8
9
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