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Invesco BulletShares 2033 Corporate Bond ETF
BSCX

43 hedge funds and large institutions have $144M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,000% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 1

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

166% more capital invested

Capital invested by funds: $53.9M → $144M (+$89.8M)

65% more funds holding

Funds holding: 26 → 43 (+17)

23.31% more ownership

Funds ownership: 45.63% → 68.94% (+23%)

Holders
43
Holders Change
+17
Holders Change %
+65.38%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
21
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$19.5M
2
Ameriprise
Ameriprise
Minnesota
+$11.7M
3
Morgan Stanley
Morgan Stanley
New York
+$10M
4
LPL Financial
LPL Financial
California
+$7.62M
5
NA
Nottingham Advisors
New York
+$7.05M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.11M
2
Citadel Advisors
Citadel Advisors
Florida
-$678K
3
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$40.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$740K +$213K +10,223 +40%
BCFS
27
Butensky & Cohen Financial Security
Florida
$698K +$169K +8,092 +32%
CA
28
Cetera Advisors
Colorado
$693K +$428K +20,505 +161%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$693K +$694K +33,260 New
ECM
30
Exchange Capital Management
Michigan
$497K +$497K +23,824 New
SAM
31
Sawgrass Asset Management
Florida
$496K +$174K +8,326 +54%
SFC
32
Strategic Financial Concepts
Texas
$454K +$104K +4,975 +30%
CAM
33
Clark Asset Management
New Hampshire
$446K +$447K +21,394 New
HIP
34
HUB Investment Partners
Texas
$392K +$392K +18,784 New
KAS
35
Kestra Advisory Services
Texas
$311K +$311K +14,896 New
IBOK
36
Independence Bank of Kentucky
Kentucky
$222K +$222K +10,624 New
FCAS
37
First Command Advisory Services
Texas
$127K +$127K +6,099 New
UBS Group
38
UBS Group
Switzerland
$112K +$86.7K +4,154 +341%
Bank of America
39
Bank of America
North Carolina
$79.2K +$79.3K +3,800 New
HNB
40
Huntington National Bank
Ohio
$56.1K – – –
ADL
41
Asset Dedication LLC
California
$33K +$34.2K +1,638 New
ST
42
Smithfield Trust
Pennsylvania
$21K – – –
MAM
43
Marquette Asset Management
Minnesota
$7.61K +$7.62K +365 New
PTC
44
Private Trust Company
Ohio
$2.56K +$2.57K +123 New
FTUS
45
Flow Traders U.S.
New York
– -$1.11M -51,963 Closed
TVAMP
46
Tennessee Valley Asset Management Partners
Tennessee
– -$40.5K -1,900 Closed
1
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BSCX Hedge Fund Activity: Q1 2024 in Review

43 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q1 2024, worth a combined $144M — up 166% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCX positions and 2 closed out — a net gain of 18 holders — while 21 added to existing stakes and 1 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $19.5M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.11M sold.

  • 43 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q1 2024, up from 26 in Q4 2023.
  • Funds reported $144M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q1 2024, up 166% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q1 2024 and 2 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $19.5M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q1 2024 was Flow Traders U.S., an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2024.