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BSCY

Invesco BulletShares 2034 Corporate Bond ETF
BSCY

47 hedge funds and large institutions have $94.5M invested in Invesco BulletShares 2034 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 11 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,400% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 1

285% more capital invested

Capital invested by funds: $24.5M → $94.5M (+$69.9M)

213% more funds holding

Funds holding: 15 → 47 (+32)

6.4% less ownership

Funds ownership: 86.2% → 79.8% (-6.4%)

Holders
47
Holders Change
+32
Holders Change %
+213.33%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
11
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CPC
Cookson Peirce & Co
Pennsylvania
+$10.2M
2
Invesco
Invesco
Georgia
+$10.2M
3
LWA
Ledgewood Wealth Advisors
New Hampshire
+$3.87M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.58M
5
BWM
BCS Wealth Management
Tennessee
+$3.16M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
Stephens Inc
Arkansas
$652K +$320K +15,532 +93%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$646K +$205K +9,954 +45%
GCP
28
Gill Capital Partners
Colorado
$561K +$571K +27,746 New
NCM
29
Novare Capital Management
North Carolina
$463K +$472K +22,906 New
IAA
30
Independent Advisor Alliance
North Carolina
$356K +$362K +17,588 New
KAS
31
Kestra Advisory Services
Texas
$353K +$158K +7,698 +79%
UBS Group
32
UBS Group
Switzerland
$334K +$340K +16,513 New
ACP
33
Aveo Capital Partners
Colorado
$310K +$315K +15,318 New
AI
34
Atria Investments
North Carolina
$309K +$315K +15,300 New
RWA
35
River Wealth Advisors
Pennsylvania
$308K +$314K +15,256 New
AAS
36
Avantax Advisory Services
Texas
$261K +$266K +12,910 New
SAM
37
Sawgrass Asset Management
Florida
$249K +$254K +12,325 New
JCM
38
Jacobi Capital Management
Pennsylvania
$248K +$253K +12,273 New
YWS
39
Yarger Wealth Strategies
Ohio
$221K +$225K +10,930 New
Truist Financial
40
Truist Financial
North Carolina
$218K +$222K +10,767 New
Osaic Holdings
41
Osaic Holdings
Arizona
$139K +$142K +6,875 New
HNB
42
Huntington National Bank
Ohio
$106K – – –
AWM
43
Avior Wealth Management
Nebraska
$98.8K +$101K +4,886 New
KOCAA
44
Knights of Columbus Asset Advisors
Connecticut
$96.5K +$98.3K +4,774 New
SPIA
45
Steward Partners Investment Advisory
New York
$72.5K – – –
MAM
46
Marquette Asset Management
Minnesota
$66.3K +$63.7K +3,096 +1,701%
ST
47
Smithfield Trust
Pennsylvania
$22K +$22.7K +1,105 New
Morgan Stanley
48
Morgan Stanley
New York
$13.1K +$13.4K +649 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$1.28M -60,871 Closed
1
2

BSCY Hedge Fund Activity: Q4 2024 in Review

47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2034 Corporate Bond ETF (BSCY) for Q4 2024, worth a combined $94.5M — up 285% from $24.5M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCY positions and 1 closed out — a net gain of 34 holders — while 11 added to existing stakes and 0 trimmed.

The largest buyer was Cookson Peirce & Co, opening a new position worth an estimated $10.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.28M sold.

  • 47 institutional investors held Invesco BulletShares 2034 Corporate Bond ETF (BSCY) as of Q4 2024, up from 15 in Q3 2024.
  • Funds reported $94.5M of Invesco BulletShares 2034 Corporate Bond ETF stock for Q4 2024, up 285% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2034 Corporate Bond ETF positions in Q4 2024 and 1 closed out, a net change of +34 holders.
  • The largest Invesco BulletShares 2034 Corporate Bond ETF buyer in Q4 2024 was Cookson Peirce & Co, an estimated $10.2M added.
  • The largest Invesco BulletShares 2034 Corporate Bond ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2024.