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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
Invesco
1
Invesco
Georgia
$17.3M +$17.3M +828,971 New
CPC
2
Cookson Peirce & Co
Pennsylvania
$11.2M +$11.2M +537,257 New
CWA
3
Carolina Wealth Advisors
South Carolina
$6.11M -$68.4K -3,280 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$5.02M +$5.04M +241,435 New
BWM
5
BCS Wealth Management
Tennessee
$4.81M +$4.83M +231,368 New
GCP
6
Gill Capital Partners
Colorado
$3.18M +$2.16M +103,509 +211%
SA
7
Sanctuary Advisors
Indiana
$2.94M +$2.95M +141,206 New
AI
8
Atria Investments
North Carolina
$2.9M +$2.91M +139,256 New
LPL Financial
9
LPL Financial
California
$2.65M +$2.66M +127,253 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.52M +$2.53M +121,203 New
LWP
11
LeClair Wealth Partners
Ohio
$2.34M +$2.35M +112,532 New
CAM
12
Clark Asset Management
New Hampshire
$2.11M +$1.09M +52,102 +105%
Raymond James Financial
13
Raymond James Financial
Florida
$2.07M +$1.01M +48,371 +95%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.9M +$1.73M +83,078 +1,035%
EI
15
Ellevest Inc
New York
$1.86M +$1.86M +89,327 New
EH
16
Equitable Holdings
New York
$1.62M +$1.63M +78,017 New
IWC
17
Infinity Wealth Counsel
Ohio
$1.55M +$1.15M +55,220 +288%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.49M +$1.49M +71,406 New
CAG
19
Carroll Advisory Group
Texas
$1.45M +$1.46M +69,781 New
SI
20
Stephens Inc
Arkansas
$1.44M +$785K +37,635 +119%
FTUS
21
Flow Traders U.S.
New York
$1.42M +$1.42M +68,288 New
BCFS
22
Butensky & Cohen Financial Security
Florida
$1.3M +$955K +45,781 +277%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.26M +$1.03M +49,133 +436%
Jane Street
24
Jane Street
New York
$1.1M -$496K -23,751 -31%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.04M +$1.04M +50,084 New
1
2

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.