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Invesco BulletShares 2033 Corporate Bond ETF

76 hedge funds and large institutions have $274M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 10

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

17% more funds holding

Funds holding: 6576 (+11)

14% more capital invested

Capital invested by funds: $239M → $274M (+$34.3M)

2.58% more ownership

Funds ownership: 65.39%67.98% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
76
Holders Change
+11
Holders Change %
+16.92%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
45
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$406K -$975K -46,401 -70%
NWMP
52
Noble Wealth Management PBC
Colorado
$343K +$350K +16,650 New
ACP
53
Aveo Capital Partners
Colorado
$312K +$18K +857 +6%
SIC
54
Sigma Investment Counselors
Michigan
$297K +$303K +14,408 New
AAS
55
Avantax Advisory Services
Texas
$297K +$303K +14,399 New
WA
56
Waverly Advisors
Alabama
$290K +$54K +2,570 +22%
UBS Group
57
UBS Group
Switzerland
$285K -$18.6K -883 -6%
KCM
58
Kaye Capital Management
California
$272K +$277K +13,169 New
CFS
59
Coordinated Financial Services
Colorado
$246K +$251K +11,950 New
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$244K +$27.8K +1,321 +13%
Stifel Financial
61
Stifel Financial
Missouri
$239K +$244K +11,597 New
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$225K +$229K +10,891 New
RMDI
63
R.M. Davis Inc
Maine
$221K +$225K +10,711 New
HNB
64
Huntington National Bank
Ohio
$219K
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$203K -$15.5K -736 -7%
IMC
66
Investment Management Corporation
Virginia
$190K +$193K +9,203 New
FCAS
67
First Command Advisory Services
Texas
$183K +$7K +333 +4%
YP
68
YANKCOM Partnership
South Dakota
$84.3K +$85.9K +4,089 New
GWM
69
Geneos Wealth Management
Colorado
$77.4K +$78.9K +3,755 New
MAM
70
Marquette Asset Management
Minnesota
$61.1K +$21.1K +1,003 +51%
CB
71
Community Bank
New York
$55.6K +$42.4K +2,015 +294%
Comerica Bank
72
Comerica Bank
Texas
$32.8K +$33.4K +1,591 New
CAL
73
Capital Analysts LLC
Pennsylvania
$28K
WI
74
Wintrust Investments
Illinois
$26K -$13.3K -635 -33%
ST
75
Smithfield Trust
Pennsylvania
$22K +$399 +19 +2%

BSCX Hedge Fund Activity: Q4 2024 in Review

76 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q4 2024, worth a combined $274M — up 14% from $239M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BSCX positions and 6 closed out — a net gain of 13 holders — while 45 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $5.53M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.35M sold.

  • 76 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $274M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q4 2024 was Citadel Advisors, an estimated $5.53M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q4 2024 was Susquehanna International Group, an estimated $4.35M sold.

Based on aggregated 13F filings for Q4 2024.