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Invesco BulletShares 2033 Corporate Bond ETF
BSCX

43 hedge funds and large institutions have $144M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,000% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 1

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

166% more capital invested

Capital invested by funds: $53.9M → $144M (+$89.8M)

65% more funds holding

Funds holding: 26 → 43 (+17)

23.31% more ownership

Funds ownership: 45.63% → 68.94% (+23%)

Holders
43
Holders Change
+17
Holders Change %
+65.38%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
21
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$19.5M
2
Ameriprise
Ameriprise
Minnesota
+$11.7M
3
Morgan Stanley
Morgan Stanley
New York
+$10M
4
LPL Financial
LPL Financial
California
+$7.62M
5
NA
Nottingham Advisors
New York
+$7.05M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.11M
2
Citadel Advisors
Citadel Advisors
Florida
-$678K
3
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$40.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$34.5M +$11.7M +559,672 +51%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19.5M +$19.5M +934,325 New
LPL Financial
3
LPL Financial
California
$11.2M +$7.62M +364,871 +213%
Morgan Stanley
4
Morgan Stanley
New York
$10.8M +$10M +479,674 +1,296%
CPC
5
Cookson Peirce & Co
Pennsylvania
$9.31M +$987K +47,303 +12%
BHWA
6
Beacon Harbor Wealth Advisors
Virginia
$6.6M +$6.61M +316,495 New
NA
7
Nottingham Advisors
New York
$6.26M +$7.05M +337,848 New
Invesco
8
Invesco
Georgia
$6.07M +$1.33M +63,554 +28%
CB
9
Community Bank
New York
$4.99M +$5M +239,670 New
CWA
10
Carolina Wealth Advisors
South Carolina
$4.66M +$4.49M +214,939 +2,472%
Jane Street
11
Jane Street
New York
$3.48M +$3.2M +153,490 +1,155%
AA
12
Addison Advisors
Vermont
$2.89M +$364K +17,460 +14%
RJA
13
Raymond James & Associates
Florida
$2.86M +$2.86M +136,996 New
EH
14
Equitable Holdings
New York
$2.38M +$2.39M +114,381 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1.74M +$1.07M +51,491 +161%
Wells Fargo
16
Wells Fargo
California
$1.59M +$1.59M +76,069 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.21M +$934K +44,741 +333%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.17M +$196K +9,398 +20%
MA
19
MONECO Advisors
Connecticut
$1.16M +$1.16M +55,704 New
GCM
20
G2 Capital Management
Ohio
$1.16M +$11.9K +572 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$960K -$678K -32,495 -41%
EI
22
Ellevest Inc
New York
$952K +$159K +7,638 +20%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$784K +$108K +5,196 +16%
SFG
24
Sterling Financial Group
California
$763K +$490K +23,452 +178%
BWM
25
BCS Wealth Management
Tennessee
$760K +$760K +36,433 New
1
2

BSCX Hedge Fund Activity: Q1 2024 in Review

43 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q1 2024, worth a combined $144M — up 166% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCX positions and 2 closed out — a net gain of 18 holders — while 21 added to existing stakes and 1 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $19.5M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.11M sold.

  • 43 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q1 2024, up from 26 in Q4 2023.
  • Funds reported $144M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q1 2024, up 166% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q1 2024 and 2 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $19.5M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q1 2024 was Flow Traders U.S., an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2024.