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Invesco BulletShares 2033 Corporate Bond ETF

94 hedge funds and large institutions have $528M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

544% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 9

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $462M → $528M (+$66.5M)

13% more funds holding

Funds holding: 8394 (+11)

1.75% more ownership

Funds ownership: 74.8%76.55% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
94
Holders Change
+11
Holders Change %
+13.25%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
58
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$140M +$10.6M +496,108 +8%
Raymond James Financial
2
Raymond James Financial
Florida
$62M +$4.09M +192,133 +7%
Ameriprise
3
Ameriprise
Minnesota
$50M +$993K +46,656 +2%
LPL Financial
4
LPL Financial
California
$34.9M +$6.12M +287,280 +21%
Morgan Stanley
5
Morgan Stanley
New York
$31.6M +$2.83M +133,109 +10%
CA
6
Clearstead Advisors
Ohio
$20.4M +$20.2M +949,887 New
Invesco
7
Invesco
Georgia
$16.6M +$1.28M +60,179 +8%
Wells Fargo
8
Wells Fargo
California
$11.9M +$5.66M +265,836 +92%
MFWM
9
Motley Fool Wealth Management
Virginia
$11.6M -$1.2M -56,555 -9%
CPC
10
Cookson Peirce & Co
Pennsylvania
$10.2M +$277 +13 +0%
BWM
11
BCS Wealth Management
Tennessee
$9.29M -$99.2K -4,661 -1%
Bank of America
12
Bank of America
North Carolina
$7.36M +$1.18M +55,284 +19%
EH
13
Equitable Holdings
New York
$6.96M +$332K +15,605 +5%
MWM
14
Modern Wealth Management
Kansas
$6.59M +$169K +7,957 +3%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$6.43M +$1.46M +68,754 +30%
CAM
16
Clark Asset Management
New Hampshire
$6.2M +$1.88M +88,130 +44%
NAM
17
NorthCrest Asset Manangement
Minnesota
$5.31M +$5.26M +246,925 New
AA
18
Addison Advisors
Vermont
$4.98M +$540K +25,380 +12%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4.57M +$314K +14,735 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.34M +$187K +8,806 +5%
Lido Advisors
21
Lido Advisors
California
$4.09M +$3.52M +165,274 +658%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.01M -$2.27M -106,658 -36%
LWA
23
Ledgewood Wealth Advisors
New Hampshire
$3.6M +$258K +12,103 +8%
NA
24
Nottingham Advisors
New York
$3.59M +$86.1K +4,042 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.42M +$288K +13,518 +9%

BSCX Hedge Fund Activity: Q3 2025 in Review

94 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q3 2025, worth a combined $528M — up 14% from $462M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSCX positions and 3 closed out — a net gain of 14 holders — while 58 added to existing stakes and 9 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $20.2M. The largest seller was Carolina Wealth Advisors, cutting an estimated $5.63M.

  • 94 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q3 2025, up from 83 in Q2 2025.
  • Funds reported $528M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q3 2025 and 3 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q3 2025 was Clearstead Advisors, an estimated $20.2M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q3 2025 was Carolina Wealth Advisors, an estimated $5.63M sold.

Based on aggregated 13F filings for Q3 2025.