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BSCZ

Invesco BulletShares 2035 Corporate Bond ETF
BSCZ

48 hedge funds and large institutions have $90.4M invested in Invesco BulletShares 2035 Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 1

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

494% more capital invested

Capital invested by funds: $15.2M → $90.4M (+$75.2M)

182% more funds holding

Funds holding: 17 → 48 (+31)

9.25% more ownership

Funds ownership: 81.2% → 90.46% (+9.3%)

Holders
48
Holders Change
+31
Holders Change %
+182.35%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
14
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$17.3M
2
CPC
Cookson Peirce & Co
Pennsylvania
+$11.2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$5.04M
4
BWM
BCS Wealth Management
Tennessee
+$4.83M
5
SA
Sanctuary Advisors
Indiana
+$2.95M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.41M
2
Jane Street
Jane Street
New York
-$496K
3
CWA
Carolina Wealth Advisors
South Carolina
-$68.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$707K +$709K +33,995 New
NCM
27
Novare Capital Management
North Carolina
$691K +$156K +7,488 +29%
MA
28
MONECO Advisors
Connecticut
$684K +$685K +32,848 New
HIP
29
HUB Investment Partners
Texas
$681K +$683K +32,745 New
LWA
30
Ledgewood Wealth Advisors
New Hampshire
$627K +$629K +30,137 New
CWMS
31
CFG Wealth Management Services
Indiana
$576K +$578K +27,700 New
Osaic Holdings
32
Osaic Holdings
Arizona
$494K +$495K +23,735 New
GRR
33
Golden Reserve Retirement
Ohio
$455K +$456K +21,862 New
HGA
34
Hobbs Group Advisors
South Carolina
$401K +$4.07K +195 +1%
Stifel Financial
35
Stifel Financial
Missouri
$350K +$351K +16,823 New
LWPC
36
Legacy Wealth Partners (Colorado)
Colorado
$332K +$333K +15,950 New
RMDI
37
R.M. Davis Inc
Maine
$303K +$304K +14,566 New
YP
38
YANKCOM Partnership
South Dakota
$269K +$165K +7,890 +156%
IAIM
39
International Assets Investment Management
Florida
$250K +$250K +12,004 New
SAM
40
Sawgrass Asset Management
Florida
$241K +$242K +11,600 New
RWA
41
River Wealth Advisors
Pennsylvania
$203K +$204K +9,778 New
KBFS
42
Kohmann Bosshard Financial Services
Ohio
$192K +$192K +9,207 New
MCM
43
MAI Capital Management
Ohio
$127K +$126K +6,021 +6,207%
MAM
44
Marquette Asset Management
Minnesota
$90.6K +$75.9K +3,636 +506%
DCM
45
Davis Capital Management
Florida
$88K +$42.6K +2,043 +93%
GWSA
46
Global Wealth Strategies & Associates
Colorado
$27.8K +$27.9K +1,335 New
Morgan Stanley
47
Morgan Stanley
New York
$22.9K +$23K +1,102 New
ST
48
Smithfield Trust
Pennsylvania
$21K +$21.2K +1,017 New
Citadel Advisors
49
Citadel Advisors
Florida
– -$1.41M -67,788 Closed
1
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BSCZ Hedge Fund Activity: Q4 2025 in Review

48 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) for Q4 2025, worth a combined $90.4M — up 494% from $15.2M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSCZ positions and 1 closed out — a net gain of 31 holders — while 14 added to existing stakes and 2 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $17.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.41M sold.

  • 48 institutional investors held Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) as of Q4 2025, up from 17 in Q3 2025.
  • Funds reported $90.4M of Invesco BulletShares 2035 Corporate Bond ETF stock for Q4 2025, up 494% quarter-over-quarter.
  • 32 funds opened new Invesco BulletShares 2035 Corporate Bond ETF positions in Q4 2025 and 1 closed out, a net change of +31 holders.
  • The largest Invesco BulletShares 2035 Corporate Bond ETF buyer in Q4 2025 was Invesco, an estimated $17.3M added.
  • The largest Invesco BulletShares 2035 Corporate Bond ETF seller in Q4 2025 was Citadel Advisors, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2025.