We are live on ! Find out more
BSCZ

Invesco BulletShares 2035 Corporate Bond ETF
BSCZ

63 hedge funds and large institutions have $148M invested in Invesco BulletShares 2035 Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

517% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 6

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

64% more capital invested

Capital invested by funds: $90.4M → $148M (+$57.5M)

31% more funds holding

Funds holding: 48 → 63 (+15)

19.82% less ownership

Funds ownership: 90.46% → 70.64% (-20%)

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
37
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$38.9M
2
LPL Financial
LPL Financial
California
+$5.29M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.19M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$2.73M
5
SI
Stephens Inc
Arkansas
+$2.01M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$5.02M
2
LWP
LeClair Wealth Partners
Ohio
-$2.34M
3
BWM
BCS Wealth Management
Tennessee
-$2.28M
4
FTUS
Flow Traders U.S.
New York
-$1.42M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$196K +$198K +9,543 New
ADL
52
Asset Dedication LLC
California
$179K +$181K +8,731 New
NL
53
NorthAvenue LLC
Ohio
$163K +$165K +7,939 New
MCM
54
MAI Capital Management
Ohio
$139K +$13.7K +659 +11%
DCM
55
Davis Capital Management
Florida
$139K +$52.7K +2,539 +60%
MAM
56
Marquette Asset Management
Minnesota
$97.2K +$7.89K +380 +9%
AA
57
Addison Advisors
Vermont
$59.1K +$59.8K +2,881 New
CAL
58
Capital Analysts LLC
Pennsylvania
$54K +$54.9K +2,643 New
ASN
59
Advisory Services Network
Georgia
$42.6K +$43.1K +2,076 New
GWSA
60
Global Wealth Strategies & Associates
Colorado
$30K +$2.6K +125 +9%
ST
61
Smithfield Trust
Pennsylvania
$21K – – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$9.23K +$9.35K +450 New
KFI
63
Key Financial Inc
Pennsylvania
$2.05K +$2.08K +100 New
JP Morgan Chase
64
JP Morgan Chase
New York
– -$5.02M -241,435 Closed
LWP
65
LeClair Wealth Partners
Ohio
– -$2.34M -112,532 Closed
FTUS
66
Flow Traders U.S.
New York
– -$1.42M -68,288 Closed
1 2
3

BSCZ Hedge Fund Activity: Q1 2026 in Review

63 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) for Q1 2026, worth a combined $148M — up 64% from $90.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSCZ positions and 3 closed out — a net gain of 15 holders — while 37 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $38.9M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $5.02M sold.

  • 63 institutional investors held Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) as of Q1 2026, up from 48 in Q4 2025.
  • Funds reported $148M of Invesco BulletShares 2035 Corporate Bond ETF stock for Q1 2026, up 64% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2035 Corporate Bond ETF positions in Q1 2026 and 3 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2035 Corporate Bond ETF buyer in Q1 2026 was Raymond James Financial, an estimated $38.9M added.
  • The largest Invesco BulletShares 2035 Corporate Bond ETF seller in Q1 2026 was JP Morgan Chase, an estimated $5.02M sold.

Based on aggregated 13F filings for Q1 2026.