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Invesco BulletShares 2033 Corporate Bond ETF

76 hedge funds and large institutions have $274M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 10

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

17% more funds holding

Funds holding: 6576 (+11)

14% more capital invested

Capital invested by funds: $239M → $274M (+$34.3M)

2.58% more ownership

Funds ownership: 65.39%67.98% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
76
Holders Change
+11
Holders Change %
+16.92%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
45
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$65.1M +$66.3M +3,156,194 New
Ameriprise
2
Ameriprise
Minnesota
$42.5M +$1.9M +90,581 +5%
LPL Financial
3
LPL Financial
California
$21.6M +$2.12M +101,017 +11%
Morgan Stanley
4
Morgan Stanley
New York
$17.8M +$2.81M +133,547 +18%
Invesco
5
Invesco
Georgia
$9.91M +$43.6K +2,074 +0.4%
CPC
6
Cookson Peirce & Co
Pennsylvania
$9.73M +$544K +25,906 +6%
BWM
7
BCS Wealth Management
Tennessee
$8.43M +$1.55M +73,550 +22%
BHWA
8
Beacon Harbor Wealth Advisors
Virginia
$7.56M +$473K +22,503 +7%
Citadel Advisors
9
Citadel Advisors
Florida
$6.22M +$5.53M +262,962 +677%
CWA
10
Carolina Wealth Advisors
South Carolina
$5.85M -$11.3K -536 -0.2%
EH
11
Equitable Holdings
New York
$5.78M +$852K +40,532 +17%
Wells Fargo
12
Wells Fargo
California
$5.36M +$2.73M +129,785 +100%
Bank of America
13
Bank of America
North Carolina
$4.64M -$776K -36,933 -14%
AA
14
Addison Advisors
Vermont
$4.15M +$348K +16,581 +9%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$3.54M +$3.58M +170,433 +13,924%
ECM
16
Exchange Capital Management
Michigan
$3.44M -$64.1K -3,050 -2%
NA
17
Nottingham Advisors
New York
$3.26M +$289K +13,732 +10%
CAM
18
Clark Asset Management
New Hampshire
$3.05M +$1.12M +53,297 +56%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.61M +$490K +23,333 +23%
LWA
20
Ledgewood Wealth Advisors
New Hampshire
$2.52M +$2.1M +99,730 +448%
SA
21
Sanctuary Advisors
Indiana
$2.5M +$1.19M +56,551 +88%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.05M +$70.2K +3,342 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.03M +$550K +26,180 +36%
FTUS
24
Flow Traders U.S.
New York
$2.01M +$2.05M +97,303 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.67M +$159K +7,545 +10%

BSCX Hedge Fund Activity: Q4 2024 in Review

76 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q4 2024, worth a combined $274M — up 14% from $239M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BSCX positions and 6 closed out — a net gain of 13 holders — while 45 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $5.53M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.35M sold.

  • 76 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q4 2024, up from 65 in Q3 2024.
  • Funds reported $274M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q4 2024, up 14% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q4 2024 was Citadel Advisors, an estimated $5.53M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q4 2024 was Susquehanna International Group, an estimated $4.35M sold.

Based on aggregated 13F filings for Q4 2024.