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Invesco BulletShares 2026 Corporate Bond ETF

75 hedge funds and large institutions have $101M invested in Invesco BulletShares 2026 Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $83.1M → $101M (+$18M)

6% more funds holding

Funds holding: 7175 (+4)

0.01% less ownership

Funds ownership: 49.62%49.61% (-0.01%)

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
27
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EB
1
Eastern Bank
Massachusetts
$15.1M +$15.6M +765,346 New
Morgan Stanley
2
Morgan Stanley
New York
$12.7M +$1.95M +95,469 +17%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.82M +$976K +47,766 +11%
CG
4
Colony Group
Massachusetts
$7.46M -$18.3K -897 -0.2%
BFA
5
Beaumont Financial Advisors
Massachusetts
$5.91M +$6.14M +300,222 New
Bank of America
6
Bank of America
North Carolina
$5.5M -$47K -2,297 -0.8%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$3.75M +$372K +18,213 +11%
CPC
8
Cookson Peirce & Co
Pennsylvania
$3.61M -$122K -5,974 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.17M +$934K +45,673 +40%
Wells Fargo
10
Wells Fargo
California
$2.73M -$23.7K -1,159 -0.8%
AIM
11
Anchor Investment Management
South Carolina
$2.72M +$701K +34,298 +33%
Citadel Advisors
12
Citadel Advisors
Florida
$2.12M +$2.2M +107,781 New
ADL
13
Asset Dedication LLC
California
$1.96M +$249K +12,171 +14%
UBS Group
14
UBS Group
Switzerland
$1.93M -$5.21K -255 -0.3%
TA
15
TCG Advisors
Texas
$1.8M +$173K +8,443 +10%
EC
16
Estate Counselors
Wisconsin
$1.51M +$1.57M +76,700 New
EWM
17
Empirical Wealth Management
Washington
$1.39M +$450K +22,007 +45%
Wolverine Trading
18
Wolverine Trading
Illinois
$1.24M +$752K +36,762 +140%
AC
19
Apella Capital
Connecticut
$1.16M +$1.2M +58,909 New
BAM
20
Bruderman Asset Management
New York
$957K +$351K +17,188 +55%
RJA
21
Raymond James & Associates
Florida
$930K -$152K -7,414 -14%
FAG
22
Financial Advisory Group
Texas
$926K +$338K +16,550 +54%
CIA
23
Capital Investment Advisors
Georgia
$920K +$43.3K +2,117 +5%
Osaic Holdings
24
Osaic Holdings
Arizona
$874K +$907K +44,393 New
PAG
25
Private Advisor Group
New Jersey
$824K +$288K +14,070 +51%

BSCQ Hedge Fund Activity: Q1 2020 in Review

75 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) for Q1 2020, worth a combined $101M — up 22% from $83.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSCQ positions and 12 closed out — a net gain of 6 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Eastern Bank, opening a new position worth an estimated $15.6M. The largest seller was Jane Street, cutting an estimated $3.45M.

  • 75 institutional investors held Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) as of Q1 2020, up from 71 in Q4 2019.
  • Funds reported $101M of Invesco BulletShares 2026 Corporate Bond ETF stock for Q1 2020, up 22% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2026 Corporate Bond ETF positions in Q1 2020 and 12 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2026 Corporate Bond ETF buyer in Q1 2020 was Eastern Bank, an estimated $15.6M added.
  • The largest Invesco BulletShares 2026 Corporate Bond ETF seller in Q1 2020 was Jane Street, an estimated $3.45M sold.

Based on aggregated 13F filings for Q1 2020.