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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

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

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$30.1M +$30.7M +1,490,376 New
CPC
2
Cookson Peirce & Co
Pennsylvania
$9.99M +$10.2M +494,239 New
Invesco
3
Invesco
Georgia
$9.97M +$10.2M +493,235 New
BWM
4
BCS Wealth Management
Tennessee
$4.4M +$3.16M +153,463 +239%
LWA
5
Ledgewood Wealth Advisors
New Hampshire
$3.8M +$3.87M +188,065 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$3.53M +$3.58M +173,785 +16,614%
MCM
7
MAI Capital Management
Ohio
$2.82M +$2.87M +139,518 New
SA
8
Sanctuary Advisors
Indiana
$2.41M +$2.45M +118,773 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.36M +$2.4M +116,662 New
Citadel Advisors
10
Citadel Advisors
Florida
$2.21M +$2.25M +109,193 New
Jane Street
11
Jane Street
New York
$1.87M +$902K +43,829 +90%
AA
12
Addison Advisors
Vermont
$1.6M +$1.61M +78,325 +13,504%
EH
13
Equitable Holdings
New York
$1.47M +$1.49M +72,610 New
EI
14
Ellevest Inc
New York
$1.4M +$1.42M +69,172 New
CAM
15
Clark Asset Management
New Hampshire
$1.26M +$556K +27,025 +76%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.08M +$1.1M +53,549 New
LPL Financial
17
LPL Financial
California
$1.01M +$1.03M +50,100 New
SFC
18
Strategic Financial Concepts
Texas
$1M +$1.02M +49,477 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$950K +$968K +47,012 New
FTUS
20
Flow Traders U.S.
New York
$946K +$964K +46,811 New
MML Investors Services
21
MML Investors Services
Massachusetts
$941K +$958K +46,528 New
TF
22
TLWM Financial
Texas
$877K +$893K +43,362 New
FF
23
Farnam Financial
Arizona
$860K +$55.6K +2,700 +7%
BCFS
24
Butensky & Cohen Financial Security
Florida
$806K +$821K +39,882 New
MA
25
MONECO Advisors
Connecticut
$688K +$248K +12,063 +55%
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.