Who Owns Invesco BulletShares 2028 Corporate Bond ETF (BSCS)?Hedge Fund & Institutional Holders

$20.45-0.01 (-0.05%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -4

Price History

$20.05$20.20$20.36$20.51$20.67Jul 24May 25Mar 26

BSCS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+226K+$75.9B
Fusion Family Wealth, LLCNew Position+2.1M+$43.1B
Legacy Financial Group LLCNew Position+1.6M+$33.9B
MONECO ADVISORS, LLCNew Position+1.2M+$24.8B
Clark Asset Management, LLCNew Position+963K+$19.8B
Invesco Ltd.Increased+860K+$17.8B
Rothschild Wealth LLCNew Position+829K+$17.0B
Cornerstone Wealth Management, LLCNew Position+717K+$14.8B
GPM Growth Investors, Inc.New Position+662K+$13.6B
UBS Group AGIncreased+638K+$13.2B
SHUFRO ROSE & CO LLCIncreased+552K+$11.4B
Straight Path Wealth ManagementNew Position+511K+$10.5B
RAYMOND JAMES FINANCIAL INCIncreased+535K+$10.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+475K+$9.0B
JONES FINANCIAL COMPANIES LLLPNew Position+461K+$9.0B

BSCS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Sterling Financial Group, Inc.Closed Position-977K-$20.1B
NewEdge Advisors, LLCDecreased-26K-$13.5B
JPMORGAN CHASE & CODecreased-324K-$6.8B
Motley Fool Wealth Management, LLCClosed Position-234K-$4.8B
McCarthy & CoxClosed Position-211K-$4.3B
Integrated Wealth Concepts LLCDecreased-16K-$4.0B
VestGen Advisors, LLCDecreased-155K-$3.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-160K-$3.4B
JANE STREET GROUP, LLCDecreased-98K-$3.0B
Red Spruce Capital, LLCDecreased-101K-$2.4B
Creative PlanningDecreased-30K-$2.4B
Blue Barn Wealth, LLCClosed Position-93K-$1.9B
Allworth Financial LPDecreased-83-$1.8B
HARBOUR INVESTMENTS, INC.Decreased-3K-$1.1B
Strathmore Capital Advisors, Inc.Decreased-2K-$964.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN5,742,792$118.0B0.02%Share
2TruWealth Advisors, LLC4,476,284$92.2B4.51%Share
3UBS Group AG3,689,665$76.0B0.01%Share
4RAYMOND JAMES FINANCIAL INC3,549,705$73.0B0.02%Share
5Invesco Ltd.3,291,013$67.8B0.01%Share
6BANK OF AMERICA CORP /DE/3,174,666$65.0B0.00%Share
7RAYMOND JAMES FINANCIAL INC2,713,878$55.0B0.02%Share
8Fusion Family Wealth, LLC2,091,255$43.1B3.26%Share
9WELLS FARGO & COMPANY/MN2,085,421$42.0B0.01%Share
10ROYAL BANK OF CANADA1,702,262$35.0B0.01%Share
11SNS Financial Group, LLC1,230,828$25.4B2.18%Share
12DAVIS R M INC1,205,579$24.8B0.43%Share
13MONECO ADVISORS, LLC1,205,018$24.8B1.97%Share
14Anchor Investment Management, LLC1,087,252$22.4B1.82%Share
15OSAIC HOLDINGS, INC.1,034,410$21.0B0.03%Share
16MANCHESTER FINANCIAL INC1,011,972$20.8B3.90%Share
17Clark Asset Management, LLC963,241$19.8B2.06%Share
18AMERIPRISE FINANCIAL INC910,138$18.0B0.00%Share
19Legacy Financial Group LLC859,209$17.7B2.19%Share
20Baird Financial Group, Inc.872,280$17.0B0.03%Share
21Rothschild Wealth LLC828,719$17.0B2.05%Share
22STIFEL FINANCIAL CORP866,231$17.0B0.02%Share
23SHUFRO ROSE & CO LLC803,896$16.6B1.12%Share
24Asset Dedication, LLC792,335$16.3B1.07%Share
25Legacy Financial Group LLC788,226$16.2B2.12%Share
26Cornerstone Wealth Management, LLC717,133$14.8B0.77%Share
27GPM Growth Investors, Inc.662,293$13.6B5.32%Share
28Goepper Burkhardt LLC578,105$11.9B3.88%Share
29BANK OF AMERICA CORP /DE/535,691$11.0B0.00%Share
30COOKSON PEIRCE & CO INC536,700$11.0B0.46%Share
31Straight Path Wealth Management510,958$10.5B2.84%Share
32First International Bank of Israel Ltd.498,000$10.3B4.90%Share
33CENTRAL VALLEY ADVISORS, LLC493,899$10.2B3.04%Share
34COMMONWEALTH EQUITY SERVICES, LLC474,940$9.0B0.01%Share
35Focus Partners Wealth471,505$9.0B0.01%Share
36JONES FINANCIAL COMPANIES LLLP461,322$9.0B0.01%Share
37Ledgewood Wealth Advisors, LLC431,014$8.9B5.11%Share
38Sound Stewardship, LLC400,621$8.3B3.95%Share
39VISTA INVESTMENT MANAGEMENT371,955$7.7B2.53%Share
40Colonial Trust Advisors362,965$7.0B0.53%Share
41Wilkins Miller Wealth Management, LLC313,887$6.5B3.85%Share
42Carnegie Investment Counsel307,572$6.3B0.12%Share
43Carmel Capital Partners, LLC298,063$6.1B2.16%Share
44ProVise Management Group, LLC297,270$6.1B0.44%Share
45MORTON COMMUNITY BANK279,002$5.7B1.24%Share
46Souders Financial Advisors275,454$5.7B0.65%Share
47HOWARD WEALTH MANAGEMENT, LLC260,467$5.4B2.34%Share
48PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC257,088$5.3B0.69%Share
49Parisi Gray Wealth Management245,745$5.1B1.15%Share
50Colonial Trust Co / SC243,353$5.0B0.67%Share

BSCS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025372$1.4T+179
Q3 2025193$1.4T-106
Q2 2025299$1.5T-6
Q1 2025305$1.8T+68
Q4 2024237$14.4T+70
Q3 2024167$184.9T+6
Q2 2024161$81.0T+20
Q1 2024141$356.3T—

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As of Q4 2025, 50 institutional investors hold BSCS (Invesco BulletShares 2028 Corporate Bond ETF). The largest holder is WELLS FARGO & COMPANY/MN with $118.0B in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own BSCS?

As of Q4 2025, 50 institutional investors report holding BSCS (Invesco BulletShares 2028 Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSCS?

The largest institutional holder of BSCS is WELLS FARGO & COMPANY/MN with $118.0B in shares.

Is institutional ownership of BSCS increasing or decreasing?

This quarter, 10 institutions opened new positions in BSCS and 4 closed their positions.