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Invesco BulletShares 2026 Corporate Bond ETF

275 hedge funds and large institutions have $1.54B invested in Invesco BulletShares 2026 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 151 increasing their positions, 71 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 71

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

3% more funds holding

Funds holding: 268275 (+7)

3% more capital invested

Capital invested by funds: $1.5B → $1.54B (+$38M)

0.01% more ownership

Funds ownership: 76.59%76.6% (+0.01%)

Holders
275
Holders Change
+7
Holders Change %
+2.61%
% of All Funds
4.36%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.29%
New
26
Increased
151
Reduced
71
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M +$13.4M +708,042 +13%
Wells Fargo
2
Wells Fargo
California
$96.1M +$9.15M +483,872 +10%
Bank of America
3
Bank of America
North Carolina
$68.1M +$3.69M +194,972 +6%
SRC
4
Shufro Rose & Co
New York
$52.8M -$681K -36,023 -1%
ACA
5
Aptus Capital Advisors
Alabama
$52.6M -$21M -1,113,632 -28%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$47.6M +$151K +7,981 +0.3%
LPL Financial
7
LPL Financial
California
$41.1M +$5.84M +308,843 +16%
Ameriprise
8
Ameriprise
Minnesota
$40.6M -$732K -38,725 -2%
Lido Advisors
9
Lido Advisors
California
$38.6M +$839K +44,371 +2%
UBS Group
10
UBS Group
Switzerland
$38.3M -$11M -582,500 -22%
BCM
11
Brookstone Capital Management
Illinois
$35M -$3.64M -192,737 -9%
WSTAM
12
Wilbanks Smith & Thomas Asset Management
Virginia
$33.6M +$2.16M +114,097 +7%
FFW
13
Fusion Family Wealth
New York
$31.3M +$440K +23,284 +1%
MWA
14
MFA Wealth Advisors
Pennsylvania
$30M +$19.9M +1,052,558 +193%
EB
15
Eastern Bank
Massachusetts
$27.2M +$166K +8,757 +0.6%
MFWM
16
Motley Fool Wealth Management
Virginia
$27M +$971K +51,353 +4%
Jane Street
17
Jane Street
New York
$24.5M -$7.68M -406,193 -24%
TF
18
TLWM Financial
Texas
$22.1M +$2.4M +127,000 +12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$20.9M +$801K +42,376 +4%
ADL
20
Asset Dedication LLC
California
$20.6M +$38K +2,013 +0.2%
HBT
21
Hills Bank & Trust
Iowa
$20M +$20.2M +1,066,317 New
ACM
22
Advisors Capital Management
New Jersey
$19.3M +$48.1K +2,545 +0.2%
KV
23
Kickstand Ventures
New York
$18.8M +$18.9M +999,363 New
Stifel Financial
24
Stifel Financial
Missouri
$18.4M +$2.76M +145,770 +17%
EWP
25
Engrave Wealth Partners
Texas
$17.2M -$3.61M -191,010 -17%

BSCQ Hedge Fund Activity: Q3 2023 in Review

275 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) for Q3 2023, worth a combined $1.54B — up 2.5% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSCQ positions and 13 closed out — a net gain of 13 holders — while 151 added to existing stakes and 71 trimmed.

The largest buyer was Hills Bank & Trust, opening a new position worth an estimated $20.2M. The largest seller was Aptus Capital Advisors, cutting an estimated $21M.

  • 275 institutional investors held Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) as of Q3 2023, up from 268 in Q2 2023.
  • Funds reported $1.54B of Invesco BulletShares 2026 Corporate Bond ETF stock for Q3 2023, up 2.5% quarter-over-quarter.
  • 26 funds opened new Invesco BulletShares 2026 Corporate Bond ETF positions in Q3 2023 and 13 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2026 Corporate Bond ETF buyer in Q3 2023 was Hills Bank & Trust, an estimated $20.2M added.
  • The largest Invesco BulletShares 2026 Corporate Bond ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2023.