Who Owns Invesco BulletShares 2034 Corporate Bond ETF (BSCY)?Hedge Fund & Institutional Holders

$20.68-0.06 (-0.27%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

QoQ Change in Holders

+9 / -6

Price History

$19.86$20.22$20.57$20.93$21.28Jul 24May 25Mar 26

BSCY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Aptus Capital Advisors, LLCNew Position+1.7M+$36.0B
RAYMOND JAMES FINANCIAL INCIncreased+352K+$6.5B
WELLS FARGO & COMPANY/MNIncreased+303K+$5.5B
Clark Asset Management, LLCNew Position+260K+$5.5B
JONES FINANCIAL COMPANIES LLLPNew Position+279K+$5.0B
GILL CAPITAL PARTNERS, LLCNew Position+227K+$4.8B
Ledgewood Wealth Advisors, LLCNew Position+202K+$4.2B
STEPHENS INC /AR/New Position+177K+$3.7B
LeClair Wealth Partners LLCNew Position+113K+$2.4B
Modern Wealth Management, LLCIncreased+100K+$2.1B
BANK OF AMERICA CORP /DE/Increased+30K+$2.0B
MONECO ADVISORS, LLCNew Position+86K+$1.8B
Asset Dedication, LLCIncreased+65K+$1.4B
BUTENSKY & COHEN FINANCIAL SECURITY, INCNew Position+62K+$1.3B
JPMORGAN CHASE & COIncreased+76K+$1.1B

BSCY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-131K-$5.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-200K-$4.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-101K-$2.1B
HUB Investment Partners, LLCDecreased-6K-$1.6B
CITADEL ADVISORS LLCDecreased-23K-$1.2B
Sterling Financial Group, Inc.Closed Position-24K-$498.8M
Prosperity Wealth Management, Inc.Closed Position-13K-$281.1M
JANE STREET GROUP, LLCClosed Position-12K-$260.2M
Global Wealth Strategies & AssociatesDecreased-4K-$81.1M
Steward Partners Investment Advisory, LLCDecreased-224-$75.8M
Advisory Services Network, LLCClosed Position-2K-$46.7M
FLOW TRADERS U.S. LLCDecreased-42K-$1.7M
TLWMClosed Position-43K-$911K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC2,355,098$49.0B0.02%Share
2Aptus Capital Advisors, LLC1,738,078$36.0B0.26%Share
3Invesco Ltd.831,500$17.5B0.00%Share
4WELLS FARGO & COMPANY/MN796,190$16.0B0.00%Share
5COOKSON PEIRCE & CO INC504,697$10.0B0.41%Share
6Clark Asset Management, LLC260,494$5.5B0.57%Share
7Addison Advisors LLC245,014$5.2B1.16%Share
8JONES FINANCIAL COMPANIES LLLP279,436$5.0B0.00%Share
9Equitable Holdings, Inc.277,455$5.0B0.03%Share
10GILL CAPITAL PARTNERS, LLC226,880$4.8B1.45%Share
11Ledgewood Wealth Advisors, LLC202,180$4.2B2.45%Share
12STEPHENS INC /AR/177,312$3.7B0.05%Share
13JPMORGAN CHASE & CO168,164$3.0B0.00%Share
14RAYMOND JAMES FINANCIAL INC163,054$3.0B0.00%Share
15Modern Wealth Management, LLC118,448$2.5B0.05%Share
16LeClair Wealth Partners LLC113,099$2.4B1.38%Share
17Asset Dedication, LLC108,896$2.3B0.15%Share
18OSAIC HOLDINGS, INC.105,099$2.0B0.00%Share
19Atria Investments, Inc139,439$2.0B0.02%Share
20ROYAL BANK OF CANADA137,250$2.0B0.00%Share
21BANK OF AMERICA CORP /DE/137,644$2.0B0.00%Share
22MONECO ADVISORS, LLC86,137$1.8B0.14%Share
23BUTENSKY & COHEN FINANCIAL SECURITY, INC62,089$1.3B0.35%Share
24G2 CAPITAL MANAGEMENT, LLC / OH48,723$1.0B0.25%Share
25UBS Group AG47,741$1.0B0.00%Share
26J.W. COLE ADVISORS, INC.47,628$1.0B0.02%Share
27WELLS FARGO & COMPANY/MN54,906$1.0B0.00%Share
28NOVARE CAPITAL MANAGEMENT LLC70,439$1.0B0.07%Share
29GOLDMAN SACHS GROUP INC71,612$1.0B0.00%Share
30Private Advisor Group, LLC66,486$1.0B0.00%Share
31Ellevest, Inc.92,478$1.0B0.14%Share
32Wilkins Miller Wealth Management, LLC23,128$486.0M0.29%Share
33Golden Reserve Retirement LLC21,590$453.0M0.08%Share
34Hobbs Group Advisors, LLC19,670$413.0M0.12%Share
35Opulen Financial Group LLC16,674$350.0M0.25%Share
36Paradigm, Strategies in Wealth Management, LLC16,312$342.0M0.22%Share
37Global Wealth Strategies & Associates15,725$330.0M0.08%Share
38Jacobi Capital Management LLC13,832$290.0M0.02%Share
39DAVIS R M INC13,785$289.0M0.00%Share
40First Command Advisory Services, Inc.10,085$211.0M0.00%Share
41YANKCOM Partnership8,053$169.0M0.07%Share
42YANKCOM Partnership6,516$136.0M0.06%Share
43Davis Capital Management5,951$125.0M0.09%Share
44Knights of Columbus Asset Advisors LLC4,774$100.0M0.01%Share
45MONTAG A & ASSOCIATES INC2,588$54.0M0.00%Share
46UBS Group AG1,429$30.0M0.00%Share
47PRIVATE TRUST CO NA1,178$24.0M0.00%Share
48LPL Financial LLC1,073,606$22.0M0.01%Share
49BCS Wealth Management666,220$14.0M1.41%Share
50INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC657$13.0M0.00%Share

BSCY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202586$198.0B+36
Q3 202550$149.0B-6
Q2 202556$142.3B+1
Q1 202555$138.2B+15
Q4 202440$175.6B+29
Q3 202411$1.0T+10
Q2 20241$0

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold BSCY (Invesco BulletShares 2034 Corporate Bond ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $49.0B in shares. This quarter, 9 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own BSCY?

As of Q4 2025, 50 institutional investors report holding BSCY (Invesco BulletShares 2034 Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of BSCY?

The largest institutional holder of BSCY is RAYMOND JAMES FINANCIAL INC with $49.0B in shares.

Is institutional ownership of BSCY increasing or decreasing?

This quarter, 9 institutions opened new positions in BSCY and 6 closed their positions.