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Invesco BulletShares 2033 Corporate Bond ETF

80 hedge funds and large institutions have $403M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 16

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more capital invested

Capital invested by funds: $274M → $403M (+$129M)

6.7% more ownership

Funds ownership: 67.98%74.68% (+6.7%)

5% more funds holding

Funds holding: 7680 (+4)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
49
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$80.1M +$79.5M +3,833,987 New
Raymond James Financial
2
Raymond James Financial
Florida
$65.4M -$527K -25,386 -0.8%
Ameriprise
3
Ameriprise
Minnesota
$46.7M +$3.6M +173,745 +8%
LPL Financial
4
LPL Financial
California
$26.4M +$4.51M +217,669 +21%
Morgan Stanley
5
Morgan Stanley
New York
$26.1M +$8.01M +386,368 +45%
Invesco
6
Invesco
Georgia
$23.1M +$13M +626,213 +130%
CPC
7
Cookson Peirce & Co
Pennsylvania
$9.82M -$30.8K -1,484 -0.3%
BWM
8
BCS Wealth Management
Tennessee
$8.74M +$197K +9,517 +2%
BHWA
9
Beacon Harbor Wealth Advisors
Virginia
$7.96M +$299K +14,434 +4%
EH
10
Equitable Holdings
New York
$6.21M +$395K +19,023 +7%
CWA
11
Carolina Wealth Advisors
South Carolina
$6.06M +$134K +6,474 +2%
KCM
12
Kaye Capital Management
California
$5.57M +$5.26M +253,639 +1,926%
Bank of America
13
Bank of America
North Carolina
$5.45M +$742K +35,767 +16%
Wells Fargo
14
Wells Fargo
California
$5.14M -$286K -13,795 -5%
AA
15
Addison Advisors
Vermont
$4.31M +$102K +4,913 +2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.93M +$345K +16,616 +10%
CAM
17
Clark Asset Management
New Hampshire
$3.77M +$673K +32,436 +22%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.71M +$1.05M +50,698 +40%
Jane Street
19
Jane Street
New York
$3.63M +$3.2M +154,112 +782%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$3.57M +$2.29M +110,198 +180%
ECM
21
Exchange Capital Management
Michigan
$3.47M -$17.5K -842 -0.5%
NA
22
Nottingham Advisors
New York
$3.3M -$21 -1 -0%
LWA
23
Ledgewood Wealth Advisors
New Hampshire
$3.13M +$576K +27,755 +23%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.81M +$749K +36,111 +37%
SA
25
Sanctuary Advisors
Indiana
$2.54M +$17.6K +847 +0.7%

BSCX Hedge Fund Activity: Q1 2025 in Review

80 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q1 2025, worth a combined $403M — up 47% from $274M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSCX positions and 4 closed out — a net gain of 5 holders — while 49 added to existing stakes and 16 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $79.5M. The largest seller was Citadel Advisors, cutting an estimated $5.18M.

  • 80 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q1 2025, up from 76 in Q4 2024.
  • Funds reported $403M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q1 2025, up 47% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q1 2025 and 4 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q1 2025 was Aptus Capital Advisors, an estimated $79.5M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q1 2025 was Citadel Advisors, an estimated $5.18M sold.

Based on aggregated 13F filings for Q1 2025.