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Invesco BulletShares 2033 Corporate Bond ETF

107 hedge funds and large institutions have $657M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

644% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 9

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $528M → $657M (+$128M)

14% more funds holding

Funds holding: 94107 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 76.55%76.09% (-0.47%)

Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
67
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.23M +$809K +37,636 +24%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.08M +$4.09M +190,073 New
NA
28
Nottingham Advisors
New York
$4.06M +$478K +22,235 +13%
Lido Advisors
29
Lido Advisors
California
$3.91M -$175K -8,147 -4%
LWA
30
Ledgewood Wealth Advisors
New Hampshire
$3.89M +$294K +13,652 +8%
NL
31
NorthAvenue LLC
Ohio
$3.82M +$3.83M +178,075 New
SI
32
Stephens Inc
Arkansas
$3.73M +$514K +23,886 +16%
SA
33
Sanctuary Advisors
Indiana
$3.35M +$240K +11,139 +8%
AI
34
Atria Investments
North Carolina
$2.93M +$266K +12,360 +10%
IWC
35
Infinity Wealth Counsel
Ohio
$2.64M +$1.84M +85,340 +227%
AFA
36
AA Financial Advisors
Ohio
$2.63M +$2.63M +122,526 New
VAM
37
Virtue Asset Management
Illinois
$2.56M +$281K +13,059 +12%
LWP
38
LeClair Wealth Partners
Ohio
$2.38M +$2.39M +110,978 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$2.37M +$871K +40,489 +58%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.26M +$190K +8,849 +9%
NCM
41
Novare Capital Management
North Carolina
$2.24M +$51.8K +2,410 +2%
HIP
42
HUB Investment Partners
Texas
$1.97M +$35.8K +1,666 +2%
EI
43
Ellevest Inc
New York
$1.96M +$205K +9,534 +12%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.78M +$592K +27,533 +50%
CAG
45
Carroll Advisory Group
Texas
$1.78M +$1.78M +82,793 New
FF
46
Farnam Financial
Arizona
$1.75M +$81.5K +3,791 +5%
UBS Group
47
UBS Group
Switzerland
$1.66M +$378K +17,587 +29%
SAM
48
Sawgrass Asset Management
Florida
$1.62M +$423K +19,665 +35%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.6M +$123K +5,697 +8%
OFG
50
Opulen Financial Group
Virginia
$1.5M +$17.8K +830 +1%

BSCX Hedge Fund Activity: Q4 2025 in Review

107 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q4 2025, worth a combined $657M — up 24% from $528M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSCX positions and 9 closed out — a net gain of 14 holders — while 67 added to existing stakes and 9 trimmed.

The largest buyer was Clearstead Advisors, adding an estimated $32.2M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $4.01M sold.

  • 107 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q4 2025, up from 94 in Q3 2025.
  • Funds reported $657M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q4 2025, up 24% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q4 2025 and 9 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q4 2025 was Clearstead Advisors, an estimated $32.2M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q4 2025 was JP Morgan Chase, an estimated $4.01M sold.

Based on aggregated 13F filings for Q4 2025.