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Invesco BulletShares 2033 Corporate Bond ETF
BSCX

53 hedge funds and large institutions have $177M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,650% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 2

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $144M → $177M (+$33.7M)

23% more funds holding

Funds holding: 43 → 53 (+10)

1.95% more ownership

Funds ownership: 68.94% → 70.89% (+2%)

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$7.75M
2
SFC
Strategic Financial Concepts
Texas
+$6.61M
3
BWM
BCS Wealth Management
Tennessee
+$3.13M
4
LPL Financial
LPL Financial
California
+$2.87M
5
Ameriprise
Ameriprise
Minnesota
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$960K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$693K
3
SFG
Sterling Financial Group
California
-$41.4K
4
KAS
Kestra Advisory Services
Texas
-$18K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCFS
26
Butensky & Cohen Financial Security
Florida
$842K +$152K +7,368 +22%
HIP
27
HUB Investment Partners
Texas
$826K +$438K +21,284 +113%
AI
28
Atria Investments
North Carolina
$807K +$805K +39,137 New
SA
29
Sanctuary Advisors
Indiana
$791K +$803K +39,069 New
SFG
30
Sterling Financial Group
California
$713K -$41.4K -2,014 -6%
IBOK
31
Independence Bank of Kentucky
Kentucky
$584K +$364K +17,691 +167%
CAM
32
Clark Asset Management
New Hampshire
$577K +$136K +6,605 +31%
SAM
33
Sawgrass Asset Management
Florida
$534K +$44.1K +2,145 +9%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$519K +$518K +25,170 New
Bank of America
35
Bank of America
North Carolina
$391K +$312K +15,168 +399%
SFC
36
Strategic Financial Concepts
Texas
$359K +$6.61M +321,312 +1,475%
ADL
37
Asset Dedication LLC
California
$310K +$275K +13,381 +817%
KAS
38
Kestra Advisory Services
Texas
$289K -$18K -876 -6%
LWA
39
Ledgewood Wealth Advisors
New Hampshire
$252K +$252K +12,235 New
DA
40
Dover Advisors
Virginia
$239K +$239K +11,600 New
SI
41
Stephens Inc
Arkansas
$239K +$238K +11,581 New
UBS Group
42
UBS Group
Switzerland
$207K +$96.4K +4,690 +87%
FCAS
43
First Command Advisory Services
Texas
$126K – – –
BFEC
44
Benjamin F. Edwards & Company
Missouri
$92K +$92K +4,474 New
HNB
45
Huntington National Bank
Ohio
$79.4K – – –
MAM
46
Marquette Asset Management
Minnesota
$27.4K +$19.9K +966 +265%
ST
47
Smithfield Trust
Pennsylvania
$22K +$679 +33 +3%
HGA
48
Hobbs Group Advisors
South Carolina
$21K +$20.9K +1,018 New
LFG
49
Larson Financial Group
Missouri
$20.3K +$20.3K +986 New
CAL
50
Capital Analysts LLC
Pennsylvania
$20K +$20.3K +989 New
1
2
3

BSCX Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q2 2024, worth a combined $177M — up 23% from $144M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSCX positions and 2 closed out — a net gain of 11 holders — while 35 added to existing stakes and 2 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $7.75M. The largest seller was Citadel Advisors, exiting entirely with an estimated $960K sold.

  • 53 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q2 2024, up from 43 in Q1 2024.
  • Funds reported $177M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q2 2024 and 2 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q2 2024 was Raymond James & Associates, an estimated $7.75M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q2 2024 was Citadel Advisors, an estimated $960K sold.

Based on aggregated 13F filings for Q2 2024.