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Invesco BulletShares 2033 Corporate Bond ETF
BSCX

94 hedge funds and large institutions have $528M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

544% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 9

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $462M → $528M (+$66.5M)

13% more funds holding

Funds holding: 83 → 94 (+11)

1.75% more ownership

Funds ownership: 74.8% → 76.55% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
58
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$20.2M
2
ACA
Aptus Capital Advisors
Alabama
+$10.6M
3
LPL Financial
LPL Financial
California
+$6.12M
4
Wells Fargo
Wells Fargo
California
+$5.66M
5
NAM
NorthCrest Asset Manangement
Minnesota
+$5.26M

Top Sellers

Rank Fund Capital Flow
1
CWA
Carolina Wealth Advisors
South Carolina
-$5.63M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.27M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.63M
4
MFWM
Motley Fool Wealth Management
Virginia
-$1.2M
5
MA
MONECO Advisors
Connecticut
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
76
Capital Investment Advisors
Georgia
$221K +$14K +656 +7%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$205K +$203K +9,541 New
YP
78
YANKCOM Partnership
South Dakota
$201K +$65.4K +3,073 +49%
CWA
79
Carolina Wealth Advisors
South Carolina
$106K -$5.63M -264,651 -98%
ASN
80
Advisory Services Network
Georgia
$92.3K +$91.6K +4,300 New
MAM
81
Marquette Asset Management
Minnesota
$88.4K – – –
GWM
82
Geneos Wealth Management
Colorado
$80.6K – – –
DCM
83
Davis Capital Management
Florida
$61.1K +$60.6K +2,846 New
CB
84
Community Bank
New York
$57.9K – – –
MA
85
Montag & Associates
Georgia
$54.2K – – –
NWMP
86
Noble Wealth Management PBC
Colorado
$35.4K +$35.1K +1,650 New
CAL
87
Capital Analysts LLC
Pennsylvania
$29K – – –
ST
88
Smithfield Trust
Pennsylvania
$21K +$319 +15 +2%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$10.7K +$10.6K +500 New
AAS
90
Ameritas Advisory Services
Nebraska
$6.36K -$113K -5,324 -95%
SPIA
91
Steward Partners Investment Advisory
New York
$5.37K – – –
Comerica Bank
92
Comerica Bank
Texas
$3.65K – – –
MCM
93
MAI Capital Management
Ohio
$2K +$1.98K +93 New
GSWM
94
Golden State Wealth Management
California
$1.16K +$1.15K +54 New
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$107 +$106 +5 New
IMC
96
Investment Management Corporation
Virginia
– -$166K -7,815 Closed
LFG
97
Larson Financial Group
Missouri
– -$424 -20 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
– -$42 -2 Closed
1 2 3
4

BSCX Hedge Fund Activity: Q3 2025 in Review

94 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q3 2025, worth a combined $528M — up 14% from $462M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSCX positions and 3 closed out — a net gain of 14 holders — while 58 added to existing stakes and 9 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $20.2M. The largest seller was Carolina Wealth Advisors, cutting an estimated $5.63M.

  • 94 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q3 2025, up from 83 in Q2 2025.
  • Funds reported $528M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q3 2025 and 3 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q3 2025 was Clearstead Advisors, an estimated $20.2M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q3 2025 was Carolina Wealth Advisors, an estimated $5.63M sold.

Based on aggregated 13F filings for Q3 2025.