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Invesco BulletShares 2033 Corporate Bond ETF

65 hedge funds and large institutions have $239M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

471% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 7

35% more capital invested

Capital invested by funds: $177M → $239M (+$61.8M)

23% more funds holding

Funds holding: 5365 (+12)

5.5% less ownership

Funds ownership: 70.89%65.39% (-5.5%)

Holders
65
Holders Change
+12
Holders Change %
+22.64%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
40
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$42.5M +$4.44M +209,117 +12%
RJA
2
Raymond James & Associates
Florida
$35.2M +$23.7M +1,115,129 +217%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$22.6M +$487K +22,936 +2%
LPL Financial
4
LPL Financial
California
$20.4M +$5.7M +268,136 +40%
Morgan Stanley
5
Morgan Stanley
New York
$15.8M +$2.56M +120,339 +20%
Invesco
6
Invesco
Georgia
$10.3M +$2.75M +129,193 +37%
CPC
7
Cookson Peirce & Co
Pennsylvania
$9.62M -$81.8K -3,850 -0.9%
BHWA
8
Beacon Harbor Wealth Advisors
Virginia
$7.42M +$323K +15,210 +5%
BWM
9
BCS Wealth Management
Tennessee
$7.24M +$3.12M +146,706 +78%
CWA
10
Carolina Wealth Advisors
South Carolina
$6.13M -$26.5K -1,249 -0.4%
Bank of America
11
Bank of America
North Carolina
$5.65M +$5.16M +242,876 +1,280%
EH
12
Equitable Holdings
New York
$5.18M +$584K +27,494 +13%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$4.35M +$3.75M +176,398 +701%
AA
14
Addison Advisors
Vermont
$3.98M +$671K +31,551 +21%
ECM
15
Exchange Capital Management
Michigan
$3.67M +$857K +40,307 +31%
NA
16
Nottingham Advisors
New York
$3.11M -$4.55M -214,015 -60%
Wells Fargo
17
Wells Fargo
California
$2.81M +$963K +45,290 +53%
MA
18
MONECO Advisors
Connecticut
$2.41M +$676K +31,805 +40%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.23M +$185K +8,726 +9%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.07M +$74.2K +3,493 +4%
CAM
21
Clark Asset Management
New Hampshire
$2.04M +$1.42M +66,644 +238%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.59M +$152K +7,169 +11%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.56M +$242K +11,407 +19%
FF
24
Farnam Financial
Arizona
$1.43M +$1.41M +66,450 New
Jane Street
25
Jane Street
New York
$1.43M -$4.26M -200,642 -75%

BSCX Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q3 2024, worth a combined $239M — up 35% from $177M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSCX positions and 2 closed out — a net gain of 13 holders — while 40 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $23.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $6.82M.

  • 65 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $239M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q3 2024, up 35% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q3 2024 and 2 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $23.7M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $6.82M sold.

Based on aggregated 13F filings for Q3 2024.