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Invesco BulletShares 2033 Corporate Bond ETF
BSCX

107 hedge funds and large institutions have $657M invested in Invesco BulletShares 2033 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

644% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 9

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $528M → $657M (+$128M)

14% more funds holding

Funds holding: 94 → 107 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.47% less ownership

Funds ownership: 76.55% → 76.09% (-0.47%)

Holders
107
Holders Change
+13
Holders Change %
+13.83%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
67
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Clearstead Advisors
Ohio
+$32.2M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$10M
3
BWM
BCS Wealth Management
Tennessee
+$9.5M
4
ACA
Aptus Capital Advisors
Alabama
+$7.67M
5
IFG
Independent Financial Group
California
+$6.13M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$4.01M
2
TF
TLWM Financial
Texas
-$1.66M
3
FTUS
Flow Traders U.S.
New York
-$1.29M
4
Jane Street
Jane Street
New York
-$1.02M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$913K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$148M +$7.67M +356,790 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$65M +$3.02M +140,492 +5%
CA
3
Clearstead Advisors
Ohio
$52.6M +$32.2M +1,499,330 +158%
Ameriprise
4
Ameriprise
Minnesota
$51.7M +$1.73M +80,492 +3%
LPL Financial
5
LPL Financial
California
$39.3M +$4.44M +206,291 +13%
Morgan Stanley
6
Morgan Stanley
New York
$36.4M +$4.86M +226,156 +15%
BWM
7
BCS Wealth Management
Tennessee
$18.8M +$9.5M +441,672 +102%
Invesco
8
Invesco
Georgia
$17.5M +$947K +44,033 +6%
Wells Fargo
9
Wells Fargo
California
$15M +$3.1M +144,318 +26%
MFWM
10
Motley Fool Wealth Management
Virginia
$14.3M +$2.69M +124,863 +23%
CPC
11
Cookson Peirce & Co
Pennsylvania
$10.6M +$417K +19,401 +4%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$10M +$10M +466,238 New
PWM
13
Parkway Wealth Management
Texas
$9.27M +$9.29M +431,956 New
Jones Financial Companies
14
Jones Financial Companies
Missouri
$9.14M +$2.7M +125,593 +42%
Bank of America
15
Bank of America
North Carolina
$7.87M +$520K +24,169 +7%
CAM
16
Clark Asset Management
New Hampshire
$7.54M +$1.34M +62,513 +22%
MWM
17
Modern Wealth Management
Kansas
$7.14M +$554K +25,742 +8%
EH
18
Equitable Holdings
New York
$6.97M +$13.3K +620 +0.2%
AF
19
Align Financial
Minnesota
$6.7M +$144K +6,696 New
IFG
20
Independent Financial Group
California
$6.11M +$6.13M +284,891 New
AA
21
Addison Advisors
Vermont
$5.37M +$393K +18,286 +8%
NAM
22
NorthCrest Asset Manangement
Minnesota
$5.22M -$91.1K -4,235 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.84M +$462K +21,483 +11%
ADL
24
Asset Dedication LLC
California
$4.83M +$1.54M +71,805 +47%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$4.62M +$53.6K +2,492 +1%
1
2 3 4 5

BSCX Hedge Fund Activity: Q4 2025 in Review

107 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2033 Corporate Bond ETF (BSCX) for Q4 2025, worth a combined $657M — up 24% from $528M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSCX positions and 9 closed out — a net gain of 14 holders — while 67 added to existing stakes and 9 trimmed.

The largest buyer was Clearstead Advisors, adding an estimated $32.2M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $4.01M sold.

  • 107 institutional investors held Invesco BulletShares 2033 Corporate Bond ETF (BSCX) as of Q4 2025, up from 94 in Q3 2025.
  • Funds reported $657M of Invesco BulletShares 2033 Corporate Bond ETF stock for Q4 2025, up 24% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2033 Corporate Bond ETF positions in Q4 2025 and 9 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF buyer in Q4 2025 was Clearstead Advisors, an estimated $32.2M added.
  • The largest Invesco BulletShares 2033 Corporate Bond ETF seller in Q4 2025 was JP Morgan Chase, an estimated $4.01M sold.

Based on aggregated 13F filings for Q4 2025.