Who Owns Invesco BulletShares 2033 Corporate Bond ETF (BSCX)?Hedge Fund & Institutional Holders

$21.16-0.06 (-0.26%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.4700056000520005e+203T

% of Float Held

—

QoQ Change in Holders

+15 / -9

Price History

$20.31$20.67$21.04$21.41$21.77Aug 24Jun 25Mar 26

BSCX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BCS Wealth ManagementNew Position+874K+$18.8M
Sanctuary Advisors, LLCNew Position+527K+$11.1M
Baird Financial Group, Inc.New Position+466K+$10.0M
Parkway Wealth Management Group, LLCNew Position+432K+$9.3M
JONES FINANCIAL COMPANIES LLLPNew Position+426K+$9.0M
Clark Asset Management, LLCNew Position+351K+$7.5M
Align Financial, LLCNew Position+7K+$6.7M
NorthCrest Asset Manangement, LLCNew Position+243K+$5.2M
NOTTINGHAM ADVISORS, INC.New Position+189K+$4.1M
Janney Montgomery Scott LLCNew Position+190K+$4.0M
Ledgewood Wealth Advisors, LLCNew Position+181K+$3.9M
STEPHENS INC /AR/New Position+174K+$3.7M
AA Financial Advisors, LLCNew Position+123K+$2.6M
LeClair Wealth Partners LLCNew Position+111K+$2.4M
NOVARE CAPITAL MANAGEMENT LLCNew Position+104K+$2.0M

BSCX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-201K-$4.6B
Lido Advisors, LLCDecreased-8K-$4.1B
JPMORGAN CHASE & COClosed Position-187K-$4.0B
TLWMClosed Position-78K-$1.7B
JANE STREET GROUP, LLCClosed Position-48K-$1.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-43K-$912.7M
CITADEL ADVISORS LLCDecreased-6K-$568.9M
Sterling Financial Group, Inc.Closed Position-24K-$507.4M
Quartz Partners, LLCDecreased-2K-$489.4M
MERCER GLOBAL ADVISORS INC /ADVClosed Position-10K-$204.8M
Carolina Wealth Advisors, LLCDecreased-781-$105.4M
Advisory Services Network, LLCClosed Position-4K-$92.3M
FLOW TRADERS U.S. LLCClosed Position-60K-$1.3M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCClosed Position-5-$107K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Aptus Capital Advisors, LLC6,878,553$147.0M1.05%Share
2RAYMOND JAMES FINANCIAL INC2,631,845$56.0M0.02%Share
3Clearstead Advisors, LLC2,449,217$52.0M0.66%Share
4AMERIPRISE FINANCIAL INC2,407,397$51.0M0.01%Share
5LPL Financial LLC1,833,315$39.0M0.01%Share
6MORGAN STANLEY1,696,854$36.0M0.00%Share
7BCS Wealth Management874,173$18.8M1.89%Share
8Invesco Ltd.816,163$17.5M0.00%Share
9Motley Fool Wealth Management, LLC665,256$14.0M1.09%Share
10WELLS FARGO & COMPANY/MN626,448$13.0M0.00%Share
11Baird Financial Group, Inc.466,238$10.0M0.02%Share
12COOKSON PEIRCE & CO INC493,185$10.0M0.41%Share
13Parkway Wealth Management Group, LLC431,956$9.3M1.24%Share
14JONES FINANCIAL COMPANIES LLLP425,846$9.0M0.01%Share
15RAYMOND JAMES FINANCIAL INC398,578$8.0M0.00%Share
16Clark Asset Management, LLC351,203$7.5M0.78%Share
17Modern Wealth Management, LLC332,563$7.1M0.13%Share
18Align Financial, LLC6,696$6.7M0.00%Share
19BANK OF AMERICA CORP /DE/322,120$6.0M0.00%Share
20Equitable Holdings, Inc.324,740$6.0M0.04%Share
21Addison Advisors LLC250,270$5.4M1.21%Share
22NorthCrest Asset Manangement, LLC242,690$5.2M0.12%Share
23Asset Dedication, LLC225,063$4.8M0.32%Share
24NOTTINGHAM ADVISORS, INC.189,223$4.1M0.57%Share
25ROYAL BANK OF CANADA197,168$4.0M0.00%Share
26Janney Montgomery Scott LLC190,073$4.0M0.01%Share
27OSAIC HOLDINGS, INC.225,532$4.0M0.01%Share
28Ledgewood Wealth Advisors, LLC181,270$3.9M2.24%Share
29STEPHENS INC /AR/173,777$3.7M0.05%Share
30Sanctuary Advisors, LLC155,986$3.3M0.02%Share
31Sanctuary Advisors, LLC127,432$2.7M0.02%Share
32Infinity Wealth Counsel, LLC122,950$2.6M2.40%Share
33AA Financial Advisors, LLC122,526$2.6M0.49%Share
34VIRTUE ASSET MANAGEMENT LLC119,254$2.6M2.04%Share
35Sanctuary Advisors, LLC121,748$2.5M0.02%Share
36Sanctuary Advisors, LLC121,748$2.5M0.02%Share
37LeClair Wealth Partners LLC110,978$2.4M1.38%Share
38NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO12,297$2.1M0.00%Share
39Cetera Investment Advisers110,277$2.0M0.00%Share
40Lido Advisors, LLC133,827$2.0M0.01%Share
41NOVARE CAPITAL MANAGEMENT LLC104,472$2.0M0.15%Share
42MML INVESTORS SERVICES, LLC105,515$2.0M0.00%Share
43Atria Investments, Inc136,554$2.0M0.02%Share
44WEALTH ENHANCEMENT ADVISORY SERVICES, LLC82,693$1.8M0.00%Share
45Carroll Advisory Group, LLC82,793$1.8M0.77%Share
46Farnam Financial LLC81,518$1.7M1.32%Share
47UBS Group AG76,973$1.7M0.00%Share
48SAWGRASS ASSET MANAGEMENT LLC75,302$1.6M0.20%Share
49Opulen Financial Group LLC70,038$1.5M1.09%Share
50BUTENSKY & COHEN FINANCIAL SECURITY, INC62,443$1.3M0.36%Share

BSCX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025105$629.0M+41
Q3 202564$470.6B-10
Q2 202574$405.3B-5
Q1 202579$391.3B+13
Q4 202466$4.1T+18
Q3 202448$122.5T+7
Q2 202441$93.1T+7
Q1 202434$71.6T—

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As of Q4 2025, 50 institutional investors hold BSCX (Invesco BulletShares 2033 Corporate Bond ETF). The largest holder is Aptus Capital Advisors, LLC with $147.0M in shares. This quarter, 15 institutions opened new positions and 9 closed their positions.

Frequently Asked Questions

How many hedge funds own BSCX?

As of Q4 2025, 50 institutional investors report holding BSCX (Invesco BulletShares 2033 Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSCX?

The largest institutional holder of BSCX is Aptus Capital Advisors, LLC with $147.0M in shares.

Is institutional ownership of BSCX increasing or decreasing?

This quarter, 15 institutions opened new positions in BSCX and 9 closed their positions.