Who Owns Invesco BulletShares 2026 Corporate Bond ETF (BSCQ)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$InfinityT
% of Float Held
—
QoQ Change in Holders
+13 / -2
Price History
BSCQ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Increased | +132K | +$102.9B |
| Fusion Family Wealth, LLC | New Position | +2.2M | +$42.8B |
| MONECO ADVISORS, LLC | New Position | +1.3M | +$26.1B |
| Hudson Capital Management LLC | New Position | +1.2M | +$24.5B |
| Ironwood Wealth Management, LLC. | New Position | +1.1M | +$20.7B |
| Clark Asset Management, LLC | New Position | +919K | +$18.0B |
| Cornerstone Wealth Management, LLC | New Position | +709K | +$13.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +686K | +$13.0B |
| St. Louis Financial Planners Asset Management, LLC | New Position | +609K | +$11.9B |
| OLD SECOND NATIONAL BANK OF AURORA | New Position | +593K | +$11.6B |
| IFS Advisors, LLC | Increased | +510K | +$10.0B |
| Straight Path Wealth Management | New Position | +493K | +$9.6B |
| Lantz Financial LLC | New Position | +454K | +$8.9B |
| JONES FINANCIAL COMPANIES LLLP | New Position | +432K | +$8.0B |
| Krilogy Financial LLC | New Position | +350K | +$6.8B |
BSCQ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| STIFEL FINANCIAL CORP | Decreased | -830K | -$16.7B |
| NewEdge Advisors, LLC | Decreased | -41K | -$15.7B |
| Focus Partners Wealth | Decreased | -758K | -$15.1B |
| HUB Investment Partners, LLC | Decreased | -479K | -$12.1B |
| COOKSON PEIRCE & CO INC | Closed Position | -534K | -$10.4B |
| WELLS FARGO & COMPANY/MN | Decreased | -312K | -$7.5B |
| VestGen Advisors, LLC | Decreased | -313K | -$6.6B |
| UBS Group AG | Decreased | -309K | -$5.9B |
| CITADEL ADVISORS LLC | Closed Position | -273K | -$5.3B |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | Decreased | -273K | -$5.3B |
| Allworth Financial LP | Decreased | -9K | -$5.0B |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Decreased | -47 | -$3.4B |
| 49 WEALTH MANAGEMENT, LLC | Decreased | -161K | -$3.1B |
| Blue Barn Wealth, LLC | Decreased | -148K | -$2.9B |
| Avior Wealth Management, LLC | Decreased | -414 | -$2.6B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBS Group AG | 7,119,602 | $139.4B | 22.60% | Share |
| 2 | BANK OF AMERICA CORP /DE/ | 4,788,448 | $93.0B | 6.76% | Share |
| 3 | WELLS FARGO & COMPANY/MN | 4,693,845 | $91.0B | 16.57% | Share |
| 4 | Invesco Ltd. | 3,475,988 | $68.0B | 10.43% | Share |
| 5 | RAYMOND JAMES FINANCIAL INC | 2,826,763 | $55.0B | 17.11% | Share |
| 6 | WELLS FARGO & COMPANY/MN | 2,379,656 | $46.0B | 8.38% | Share |
| 7 | AMERIPRISE FINANCIAL INC | 2,248,026 | $43.0B | 9.72% | Share |
| 8 | Fusion Family Wealth, LLC | 2,187,893 | $42.8B | 3.25% | Share |
| 9 | SNS Financial Group, LLC | 1,803,183 | $35.3B | 3.04% | Share |
| 10 | RAYMOND JAMES FINANCIAL INC | 1,813,167 | $35.0B | 10.89% | Share |
| 11 | OSAIC HOLDINGS, INC. | 1,752,017 | $34.0B | 49.68% | Share |
| 12 | ROYAL BANK OF CANADA | 1,651,385 | $32.0B | 5.21% | Share |
| 13 | Asset Dedication, LLC | 1,416,991 | $27.7B | 1.82% | Share |
| 14 | DAVIS R M INC | 1,339,483 | $26.2B | 451.40% | Share |
| 15 | MONECO ADVISORS, LLC | 1,331,110 | $26.1B | 2.07% | Share |
| 16 | Hudson Capital Management LLC | 1,249,915 | $24.5B | 6.14% | Share |
| 17 | SHUFRO ROSE & CO LLC | 1,189,754 | $23.3B | 1.58% | Share |
| 18 | Anchor Investment Management, LLC | 1,092,559 | $21.4B | 1.74% | Share |
| 19 | Ironwood Wealth Management, LLC. | 1,057,133 | $20.7B | 6.08% | Share |
| 20 | Baird Financial Group, Inc. | 1,052,020 | $20.0B | 31.18% | Share |
| 21 | Clark Asset Management, LLC | 918,609 | $18.0B | 1.87% | Share |
| 22 | KICKSTAND VENTURES, LLC. | 827,442 | $16.2B | 3.41% | Share |
| 23 | STIFEL FINANCIAL CORP | 791,794 | $15.0B | 13.49% | Share |
| 24 | IFS Advisors, LLC | 750,091 | $14.7B | 7.63% | Share |
| 25 | Cornerstone Wealth Management, LLC | 708,629 | $13.9B | 0.72% | Share |
| 26 | Legacy Private Trust Co. | 685,509 | $13.4B | 0.79% | Share |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 686,029 | $13.0B | 17.33% | Share |
| 28 | Focus Partners Wealth | 627,991 | $12.0B | 13.68% | Share |
| 29 | St. Louis Financial Planners Asset Management, LLC | 608,949 | $11.9B | 7.33% | Share |
| 30 | OLD SECOND NATIONAL BANK OF AURORA | 579,688 | $11.3B | 2.27% | Share |
| 31 | Goepper Burkhardt LLC | 554,602 | $10.9B | 3.54% | Share |
| 32 | Red Spruce Capital, LLC | 522,705 | $10.3B | 4.11% | Share |
| 33 | BANK OF AMERICA CORP /DE/ | 555,267 | $10.0B | 0.73% | Share |
| 34 | Straight Path Wealth Management | 492,708 | $9.6B | 2.60% | Share |
| 35 | Lantz Financial LLC | 453,812 | $8.9B | 1.87% | Share |
| 36 | Sound Stewardship, LLC | 419,317 | $8.2B | 3.93% | Share |
| 37 | JONES FINANCIAL COMPANIES LLLP | 431,623 | $8.0B | 4.88% | Share |
| 38 | FCA CORP /TX | 403,688 | $7.9B | 2.23% | Share |
| 39 | EVEXIA WEALTH LLC | 385,140 | $7.5B | 2.11% | Share |
| 40 | Krilogy Financial LLC | 350,173 | $6.8B | 0.23% | Share |
| 41 | Ledgewood Wealth Advisors, LLC | 315,530 | $6.2B | 3.56% | Share |
| 42 | Meriwether Wealth & Planning, LLC | 314,561 | $6.2B | 3.47% | Share |
| 43 | Colonial Trust Advisors | 322,170 | $6.0B | 0.45% | Share |
| 44 | Private Advisor Group, LLC | 349,585 | $6.0B | 28.23% | Share |
| 45 | River Street Advisors LLC | 297,141 | $5.8B | 2.18% | Share |
| 46 | AA Financial Advisors, LLC | 296,374 | $5.8B | 1.07% | Share |
| 47 | MILESTONE ASSET MANAGEMENT, LLC | 292,467 | $5.7B | 1.08% | Share |
| 48 | Modern Wealth Management, LLC | 287,651 | $5.6B | 102.66% | Share |
| 49 | HOWARD WEALTH MANAGEMENT, LLC | 280,717 | $5.5B | 2.40% | Share |
| 50 | 49 WEALTH MANAGEMENT, LLC | 278,970 | $5.5B | 0.44% | Share |
BSCQ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 401 | $1.4T | +184 |
| Q3 2025 | 217 | $2.5T | -144 |
| Q2 2025 | 361 | $1.8T | -20 |
| Q1 2025 | 381 | $3.3T | +94 |
| Q4 2024 | 287 | $32.8T | +64 |
| Q3 2024 | 223 | $176.8T | +7 |
| Q2 2024 | 216 | $64.8T | +13 |
| Q1 2024 | 203 | $56.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold BSCQ (Invesco BulletShares 2026 Corporate Bond ETF). The largest holder is UBS Group AG with $139.4B in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own BSCQ?
As of Q4 2025, 50 institutional investors report holding BSCQ (Invesco BulletShares 2026 Corporate Bond ETF) in their 13F filings.
Who is the largest institutional holder of BSCQ?
The largest institutional holder of BSCQ is UBS Group AG with $139.4B in shares.
Is institutional ownership of BSCQ increasing or decreasing?
This quarter, 13 institutions opened new positions in BSCQ and 2 closed their positions.