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BSCZ

Invesco BulletShares 2035 Corporate Bond ETF

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: 4863 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$40.5M +$38.9M +1,872,222 +1,882%
Invesco
2
Invesco
Georgia
$18.3M +$1.29M +62,247 +8%
CPC
3
Cookson Peirce & Co
Pennsylvania
$11M -$24.8K -1,192 -0.2%
LPL Financial
4
LPL Financial
California
$7.83M +$5.29M +254,481 +200%
CWA
5
Carolina Wealth Advisors
South Carolina
$5.9M -$126K -6,073 -2%
GCP
6
Gill Capital Partners
Colorado
$4.08M +$960K +46,196 +30%
SI
7
Stephens Inc
Arkansas
$3.4M +$2.01M +96,603 +140%
Citadel Advisors
8
Citadel Advisors
Florida
$3.16M +$3.19M +153,760 New
CAG
9
Carroll Advisory Group
Texas
$3.01M +$1.6M +76,865 +110%
SA
10
Sanctuary Advisors
Indiana
$2.93M +$31.8K +1,531 +1%
CAM
11
Clark Asset Management
New Hampshire
$2.84M +$763K +36,732 +36%
AI
12
Atria Investments
North Carolina
$2.78M -$80.6K -3,880 -3%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$2.66M +$2.73M +131,187 New
BWM
14
BCS Wealth Management
Tennessee
$2.5M -$2.28M -109,657 -47%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.45M +$592K +28,488 +31%
EH
16
Equitable Holdings
New York
$2.37M +$775K +37,325 +48%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.36M +$907K +43,651 +61%
Jane Street
18
Jane Street
New York
$2.26M +$1.19M +57,362 +108%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.09M -$400K -19,256 -16%
Morgan Stanley
20
Morgan Stanley
New York
$1.9M +$1.9M +91,617 +8,314%
EI
21
Ellevest Inc
New York
$1.84M +$7.08K +341 +0.4%
IWC
22
Infinity Wealth Counsel
Ohio
$1.59M +$61.3K +2,950 +4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.56M +$319K +15,377 +25%
MA
24
MONECO Advisors
Connecticut
$1.44M +$775K +37,296 +114%
BCFS
25
Butensky & Cohen Financial Security
Florida
$1.4M +$123K +5,934 +10%

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.