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Invesco BulletShares 2026 Corporate Bond ETF

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: 1316 (+3)

2% more funds holding

Funds holding: 246252 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$84.8M -$5.1M -268,108 -6%
Wells Fargo
2
Wells Fargo
California
$83.9M +$8M +420,594 +11%
Morgan Stanley
3
Morgan Stanley
New York
$75.5M +$21.8M +1,144,023 +41%
SRC
4
Shufro Rose & Co
New York
$64.1M -$1.11M -58,286 -2%
Bank of America
5
Bank of America
North Carolina
$52.4M +$5.02M +263,578 +11%
UBS Group
6
UBS Group
Switzerland
$43M +$5.57M +292,913 +15%
BCM
7
Brookstone Capital Management
Illinois
$40M +$300K +15,752 +0.8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$37.9M +$8.47M +445,086 +29%
Ameriprise
9
Ameriprise
Minnesota
$36.4M +$30.4M +1,599,480 +525%
LPL Financial
10
LPL Financial
California
$33.2M +$5.66M +297,536 +21%
FFW
11
Fusion Family Wealth
New York
$30.9M -$628K -32,976 -2%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$30.9M +$1.5M +79,065 +5%
EB
13
Eastern Bank
Massachusetts
$27.3M +$1.44M +75,867 +6%
ACM
14
Advisors Capital Management
New Jersey
$26.4M +$8.43M +443,152 +47%
MFWM
15
Motley Fool Wealth Management
Virginia
$25.8M -$294K -15,444 -1%
MOS
16
MGO One Seven
Ohio
$24.2M +$21.3M +1,118,498 +785%
ADL
17
Asset Dedication LLC
California
$20.9M +$434K +22,815 +2%
T
18
TCWP
Ohio
$20.5M +$16.1M +843,404 +373%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$19.9M +$803K +42,185 +4%
EWP
20
Engrave Wealth Partners
Texas
$19.8M +$19.5M +1,026,937 New
TF
21
TLWM Financial
Texas
$18.9M +$4.4M +231,027 +31%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16M +$5.04M +264,986 +47%
HPC
23
HM Payson & Co
Maine
$15.1M -$137K -7,185 -0.9%
ICG
24
InterOcean Capital Group
Tennessee
$13.9M +$7.45M +391,606 +117%
RJA
25
Raymond James & Associates
Florida
$13.4M +$4.25M +223,056 +47%

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.