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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
Lido Advisors
1
Lido Advisors
California
$1.22B +$207M +10,625,395 +20%
UBS Group
2
UBS Group
Switzerland
$199M +$119M +6,136,520 +149%
Wells Fargo
3
Wells Fargo
California
$137M +$16.8M +863,551 +14%
Morgan Stanley
4
Morgan Stanley
New York
$135M -$2.53M -129,879 -2%
LPL Financial
5
LPL Financial
California
$109M +$10.8M +555,425 +11%
Raymond James Financial
6
Raymond James Financial
Florida
$104M +$104M +5,350,407 New
Bank of America
7
Bank of America
North Carolina
$93.1M +$770K +39,576 +0.8%
HBT
8
Hills Bank & Trust
Iowa
$51.4M +$1.72M +88,538 +3%
MCM
9
MAI Capital Management
Ohio
$47.4M +$47.5M +2,439,315 New
Invesco
10
Invesco
Georgia
$44.8M -$346K -17,793 -0.8%
Ameriprise
11
Ameriprise
Minnesota
$38.4M -$1.63M -83,930 -4%
FFW
12
Fusion Family Wealth
New York
$33.3M -$154K -7,933 -0.5%
MML Investors Services
13
MML Investors Services
Massachusetts
$32.7M +$3.06M +157,029 +10%
SFG
14
SNS Financial Group
Minnesota
$31.8M +$2.35M +120,679 +8%
BCM
15
Brookstone Capital Management
Illinois
$30.6M -$418K -21,478 -1%
TF
16
TLWM Financial
Texas
$29.6M +$2.26M +116,345 +8%
SRC
17
Shufro Rose & Co
New York
$29.3M +$6.27M +322,142 +27%
IAA
18
Independent Advisor Alliance
North Carolina
$27.8M +$27.8M +1,428,206 New
Stifel Financial
19
Stifel Financial
Missouri
$27.6M +$1.7M +87,187 +7%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$26.8M +$805K +41,373 +3%
MFWM
21
Motley Fool Wealth Management
Virginia
$26.4M -$16.9M -868,914 -39%
ADL
22
Asset Dedication LLC
California
$25.4M -$2.27M -116,636 -8%
Renaissance Technologies
23
Renaissance Technologies
New York
$24.9M +$12.6M +648,783 +102%
Osaic Holdings
24
Osaic Holdings
Arizona
$24.3M +$459K +23,567 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$23.6M -$1.69M -86,886 -7%

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.