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Invesco BulletShares 2026 Corporate Bond ETF

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: 2730 (+3)

9% more funds holding

Funds holding: 337367 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
201
Cypress Wealth Services
California
$964K -$9.98K -513 -1%
BA
202
Ballew Advisors
Mississippi
$946K +$993 +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 +$909K +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 +$827K +42,496 New
IWP
214
Insight Wealth Partners
Texas
$808K +$97.9K +5,029 +14%
Franklin Resources
215
Franklin Resources
California
$786K
AFG
216
Atomi Financial Group
New York
$783K +$195K +10,003 +33%
CFS
217
Coordinated Financial Services
Colorado
$783K +$784K +40,282 New
RIA
218
Regal Investment Advisors
Michigan
$777K +$69.5K +3,572 +10%
4FG
219
4Thought Financial Group
New York
$740K -$74.6K -3,831 -9%
OPWM
220
Oregon Pacific Wealth Management
Oregon
$740K +$741K +38,065 New
PS
221
Principal Securities
Iowa
$738K +$18K +927 +3%
FA
222
FC Advisory
Pennsylvania
$719K +$176K +9,021 +32%
WIC
223
Woodmont Investment Counsel
Tennessee
$717K +$30.4K +1,560 +4%
VWWMG
224
Vermillion & White Wealth Management Group
Pennsylvania
$713K +$7.16K +368 +1%
SFWC
225
Strategic Family Wealth Counselors
New Jersey
$709K +$76.1K +3,908 +12%

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.