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Invesco BulletShares 2033 Corporate Bond ETF
BSCX

53 hedge funds and large institutions have $177M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,650% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 2

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $144M → $177M (+$33.7M)

23% more funds holding

Funds holding: 43 → 53 (+10)

1.95% more ownership

Funds ownership: 68.94% → 70.89% (+2%)

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$7.75M
2
SFC
Strategic Financial Concepts
Texas
+$6.61M
3
BWM
BCS Wealth Management
Tennessee
+$3.13M
4
LPL Financial
LPL Financial
California
+$2.87M
5
Ameriprise
Ameriprise
Minnesota
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$960K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$693K
3
SFG
Sterling Financial Group
California
-$41.4K
4
KAS
Kestra Advisory Services
Texas
-$18K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$36.3M +$2.26M +109,755 +7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$21.1M +$1.82M +88,552 +9%
LPL Financial
3
LPL Financial
California
$13.9M +$2.87M +139,769 +26%
Morgan Stanley
4
Morgan Stanley
New York
$12.6M +$1.92M +93,449 +18%
RJA
5
Raymond James & Associates
Florida
$10.6M +$7.75M +377,026 +275%
CPC
6
Cookson Peirce & Co
Pennsylvania
$9.27M +$65.6K +3,189 +0.7%
NA
7
Nottingham Advisors
New York
$7.38M +$420K +20,434 +6%
Invesco
8
Invesco
Georgia
$7.2M +$1.19M +58,084 +20%
BHWA
9
Beacon Harbor Wealth Advisors
Virginia
$6.78M +$254K +12,374 +4%
CWA
10
Carolina Wealth Advisors
South Carolina
$5.88M +$1.27M +61,783 +28%
Jane Street
11
Jane Street
New York
$5.5M +$2.06M +99,969 +60%
CB
12
Community Bank
New York
$4.94M – – –
EH
13
Equitable Holdings
New York
$4.38M +$2.02M +98,128 +86%
BWM
14
BCS Wealth Management
Tennessee
$3.89M +$3.13M +152,135 +418%
AA
15
Addison Advisors
Vermont
$3.15M +$300K +14,587 +11%
ECM
16
Exchange Capital Management
Michigan
$2.67M +$2.17M +105,711 +444%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.95M +$751K +36,522 +63%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.9M +$183K +8,883 +11%
Wells Fargo
19
Wells Fargo
California
$1.75M +$183K +8,901 +12%
MA
20
MONECO Advisors
Connecticut
$1.65M +$497K +24,168 +43%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.37M +$213K +10,349 +18%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.25M +$523K +25,415 +72%
GCM
23
G2 Capital Management
Ohio
$1.16M +$15.2K +741 +1%
EI
24
Ellevest Inc
New York
$1.06M +$114K +5,526 +12%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$884K +$109K +5,280 +14%
1
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BSCX Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q2 2024, worth a combined $177M — up 23% from $144M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSCX positions and 2 closed out — a net gain of 11 holders — while 35 added to existing stakes and 2 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $7.75M. The largest seller was Citadel Advisors, exiting entirely with an estimated $960K sold.

  • 53 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q2 2024, up from 43 in Q1 2024.
  • Funds reported $177M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q2 2024 and 2 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q2 2024 was Raymond James & Associates, an estimated $7.75M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q2 2024 was Citadel Advisors, an estimated $960K sold.

Based on aggregated 13F filings for Q2 2024.