InvescoBulletShares2033 Corporate Bond ETF (BSCX) Institutional Ownership

$20.24
+0.06 (+0.30%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for InvescoBulletShares2033 Corporate Bond ETF (NASDAQ:BSCX)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$42.33M
Number of
Institutional Sellers
(last 12 months)
0
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BSCX Institutional Buying and Selling by Quarter

InvescoBulletShares2033 Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024MONECO Advisors LLC55,704$1.16M0.2%N/A0.502%
4/23/2024 Cookson Peirce & Co. Inc.446,539$9.31M0.5%+11.8%4.023%
4/23/2024 Raymond James Financial Services Advisors Inc.934,325$19.48M0.0%N/A8.417%
4/22/2024 Strategic Financial Concepts LLC21,780$454K0.1%+29.6%0.196%
4/18/2024 Exchange Capital Management Inc.23,824$497K0.1%N/A0.218%
4/16/2024 Independence Bank of Kentucky10,624$222K0.1%N/A0.097%
4/10/2024 Sterling Financial Group Inc.36,602$763K0.4%+178.3%0.349%
4/10/2024 BCS Wealth Management36,433$760K0.2%N/A0.347%
4/5/2024 Carolina Wealth Advisors LLC223,634$4.66M2.5%+2,472.0%2.225%
4/5/2024 Butensky & Cohen Financial Security Inc.33,466$698K0.2%+31.9%0.333%
2/6/2024Sawgrass Asset Management LLC15,440$329K0.0%N/A0.191%
2/2/2024Addison Advisors LLC121,005$2.58M1.0%N/A1.494%
1/30/2024 Cookson Peirce & Co. Inc.399,236$8.50M0.5%N/A5.118%
1/29/2024 Tennessee Valley Asset Management Partners1,900$40K0.0%N/A0.024%
1/29/2024G2 Capital Management LLC OH55,003$1.17M0.4%N/A0.705%
1/23/2024 Carolina Wealth Advisors LLC8,695$185K0.1%N/A0.114%
1/18/2024 Strategic Financial Concepts LLC16,805$358K0.2%N/A0.249%
1/17/2024 Sterling Financial Group Inc.13,150$280K0.2%N/A0.195%
1/16/2024 Butensky & Cohen Financial Security Inc.25,374$540K0.2%N/A0.376%
(Data available from 1/1/2016 forward)

BSCX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSCX shares?

During the previous two years, 14 institutional investors and hedge funds held shares of InvescoBulletShares2033 Corporate Bond ETF. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($19.48M), Cookson Peirce & Co. Inc. ($9.31M), Carolina Wealth Advisors LLC ($4.66M), Addison Advisors LLC ($2.58M), G2 Capital Management LLC OH ($1.17M), MONECO Advisors LLC ($1.16M), and Sterling Financial Group Inc. ($763K).Learn more on BSCX's institutional investors.

Which institutional investors have been buying InvescoBulletShares2033 Corporate Bond ETF stock?

Of the 14 institutional investors that purchased InvescoBulletShares2033 Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($934.33K), Cookson Peirce & Co. Inc. ($446.54K), Carolina Wealth Advisors LLC ($223.63K), Addison Advisors LLC ($121.01K), MONECO Advisors LLC ($55.70K), G2 Capital Management LLC OH ($55.00K), and Sterling Financial Group Inc. ($36.60K).

How much institutional buying is happening at InvescoBulletShares2033 Corporate Bond ETF?

Institutional investors have bought a total of 2,016,279 shares in the last 24 months. This purchase volume represents approximately $42.33M in transactions.


This page (NASDAQ:BSCX) was last updated on 4/27/2024 by MarketBeat.com Staff

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