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Invesco BulletShares 2033 Corporate Bond ETF
BSCX

65 hedge funds and large institutions have $239M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

471% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 7

35% more capital invested

Capital invested by funds: $177M → $239M (+$61.8M)

23% more funds holding

Funds holding: 53 → 65 (+12)

5.5% less ownership

Funds ownership: 70.89% → 65.39% (-5.5%)

Holders
65
Holders Change
+12
Holders Change %
+22.64%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
40
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$23.7M
2
LPL Financial
LPL Financial
California
+$5.7M
3
Bank of America
Bank of America
North Carolina
+$5.16M
4
Ameriprise
Ameriprise
Minnesota
+$4.44M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.75M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$6.82M
2
CB
Community Bank
New York
-$5.08M
3
NA
Nottingham Advisors
New York
-$4.55M
4
Jane Street
Jane Street
New York
-$4.26M
5
CPC
Cookson Peirce & Co
Pennsylvania
-$81.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
26
Ellevest Inc
New York
$1.41M +$299K +14,079 +27%
SA
27
Sanctuary Advisors
Indiana
$1.34M +$537K +25,281 +65%
GCM
28
G2 Capital Management
Ohio
$1.23M +$15.5K +731 +1%
SI
29
Stephens Inc
Arkansas
$1.22M +$958K +45,076 +389%
HIP
30
HUB Investment Partners
Texas
$1.12M +$247K +11,642 +29%
AI
31
Atria Investments
North Carolina
$1.11M +$266K +12,508 +32%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.1M +$174K +8,184 +19%
SAM
33
Sawgrass Asset Management
Florida
$951K +$386K +18,155 +70%
BCFS
34
Butensky & Cohen Financial Security
Florida
$947K +$64.8K +3,049 +7%
Citadel Advisors
35
Citadel Advisors
Florida
$838K +$825K +38,822 New
SFG
36
Sterling Financial Group
California
$735K -$11.3K -530 -2%
IBOK
37
Independence Bank of Kentucky
Kentucky
$657K +$45.5K +2,143 +8%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$634K +$612K +28,814 +5,416%
ADL
39
Asset Dedication LLC
California
$514K +$187K +8,817 +59%
QP
40
Quartz Partners
New York
$499K +$492K +23,135 New
LWA
41
Ledgewood Wealth Advisors
New Hampshire
$480K +$213K +10,030 +82%
SFC
42
Strategic Financial Concepts
Texas
$480K -$6.82M -320,848 -94%
TF
43
TLWM Financial
Texas
$422K +$415K +19,537 New
KAS
44
Kestra Advisory Services
Texas
$377K +$73.5K +3,458 +25%
NCM
45
Novare Capital Management
North Carolina
$358K +$352K +16,575 New
UBS Group
46
UBS Group
Switzerland
$318K +$98.9K +4,655 +46%
ACP
47
Aveo Capital Partners
Colorado
$308K +$304K +14,294 New
DA
48
Dover Advisors
Virginia
$250K – – –
WA
49
Waverly Advisors
Alabama
$248K +$245K +11,509 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$228K +$225K +10,572 New
1
2
3

BSCX Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q3 2024, worth a combined $239M — up 35% from $177M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSCX positions and 2 closed out — a net gain of 13 holders — while 40 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $23.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $6.82M.

  • 65 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $239M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q3 2024, up 35% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q3 2024 and 2 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $23.7M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $6.82M sold.

Based on aggregated 13F filings for Q3 2024.