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Invesco BulletShares 2033 Corporate Bond ETF
BSCX

26 hedge funds and large institutions have $53.9M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more funds holding

Funds holding: 2 → 26 (+24)

520% more capital invested

Capital invested by funds: $8.7M → $53.9M (+$45.2M)

53.04% less ownership

Funds ownership: 98.67% → 45.63% (-53%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
26
Holders Change
+24
Holders Change %
+1,200%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$21.9M
2
CPC
Cookson Peirce & Co
Pennsylvania
+$8M
3
Invesco
Invesco
Georgia
+$4.56M
4
LPL Financial
LPL Financial
California
+$3.43M
5
AA
Addison Advisors
Vermont
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$4.75M
2
Jane Street
Jane Street
New York
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$23.3M +$21.9M +1,092,982 New
CPC
2
Cookson Peirce & Co
Pennsylvania
$8.5M +$8M +399,236 New
Invesco
3
Invesco
Georgia
$4.85M +$4.56M +227,526 New
LPL Financial
4
LPL Financial
California
$3.65M +$3.43M +171,332 New
AA
5
Addison Advisors
Vermont
$2.58M +$2.43M +121,005 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.67M +$1.57M +78,541 New
GCM
7
G2 Capital Management
Ohio
$1.17M +$1.1M +55,003 New
FTUS
8
Flow Traders U.S.
New York
$1.11M -$4.75M -237,164 -82%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$994K +$936K +46,695 New
EI
10
Ellevest Inc
New York
$810K +$763K +38,045 New
Morgan Stanley
11
Morgan Stanley
New York
$788K +$742K +37,026 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$690K +$649K +32,393 New
MML Investors Services
13
MML Investors Services
Massachusetts
$682K +$642K +32,021 New
BCFS
14
Butensky & Cohen Financial Security
Florida
$540K +$509K +25,374 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$538K +$506K +25,268 New
SFC
16
Strategic Financial Concepts
Texas
$358K +$337K +16,805 New
SAM
17
Sawgrass Asset Management
Florida
$329K +$309K +15,440 New
Osaic Holdings
18
Osaic Holdings
Arizona
$286K +$270K +13,451 New
Jane Street
19
Jane Street
New York
$283K -$2.84M -141,614 -91%
SFG
20
Sterling Financial Group
California
$280K +$264K +13,150 New
CA
21
Cetera Advisors
Colorado
$272K +$256K +12,755 New
CWA
22
Carolina Wealth Advisors
South Carolina
$185K +$174K +8,695 New
TVAMP
23
Tennessee Valley Asset Management Partners
Tennessee
$40.5K +$38.1K +1,900 New
UBS Group
24
UBS Group
Switzerland
$25.9K +$24.4K +1,217 New
ST
25
Smithfield Trust
Pennsylvania
$22K +$20.4K +1,019 New
1
2

BSCX Hedge Fund Activity: Q4 2023 in Review

26 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q4 2023, worth a combined $53.9M — up 520% from $8.7M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSCX positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $21.9M. The largest seller was Flow Traders U.S., cutting an estimated $4.75M.

  • 26 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q4 2023, up from 2 in Q3 2023.
  • Funds reported $53.9M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q4 2023, up 520% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q4 2023 and 0 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q4 2023 was Ameriprise, an estimated $21.9M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q4 2023 was Flow Traders U.S., an estimated $4.75M sold.

Based on aggregated 13F filings for Q4 2023.