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Invesco BulletShares 2033 Corporate Bond ETF (BSCX) Institutional Ownership

Invesco BulletShares 2033 Corporate Bond ETF logo
$20.82 -0.03 (-0.14%)
As of 11:20 AM Eastern

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2033 Corporate Bond ETF (NASDAQ:BSCX)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$182.62M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$23.60M
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BSCX Institutional Buying and Selling by Quarter

Invesco BulletShares 2033 Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Butensky & Cohen Financial Security Inc.73,941$1.56M0.4%+8.2%0.150%
7/10/2026 City Holding Co.41,277$869K0.1%N/A0.084%
7/9/2026 Ledgewood Wealth Advisors LLC195,591$4.12M2.2%+1.3%0.398%
7/8/2026 Clark Asset Management LLC519,107$10.93M0.9%+22.7%1.055%
7/7/2026 Avior Wealth Management LLC124,944$2.63M0.1%+18.1%0.254%
7/6/2026 Somerset Trust Co10,435$220K0.1%N/A0.021%
5/29/2026 Asset Dedication LLC267,433$5.66M0.4%+18.8%0.590%
5/27/2026 Allen Capital Group LLC19,677$416K0.0%+12.7%0.043%
5/19/2026Bank of America Corp DE414,450$8.77M0.0%+13.0%0.915%
5/18/2026Royal Bank of Canada383,288$8.11M0.0%+94.4%0.846%
5/15/2026Waverly Advisors LLC18,861$399K0.0%+20.9%0.042%
5/14/2026Modern Wealth Management LLC337,138$7.14M0.1%+1.4%0.744%
5/14/2026Davis R M Inc.55,294$1.17M0.0%+44.3%0.122%
5/14/2026 Lido Advisors LLC164,304$3.48M0.0%-9.8%0.363%
5/13/2026 Cetera Investment Advisers126,629$2.68M0.0%+14.8%0.280%
5/6/2026 Independent Financial Group LLC205,523$4.35M0.1%N/A0.454%
5/5/2026Sanctuary Advisors LLC154,329$3.26M0.0%-1.1%0.341%
5/2/2026 International Assets Investment Management LLC4,421$94K0.0%+182.9%0.010%
5/1/2026 Independence Bank of Kentucky57,828$1.22M0.2%+24.8%0.128%
4/30/2026 Kestra Advisory Services LLC30,189$638K0.0%-14.0%0.067%
4/28/2026 Ascentis Independent Advisors10,870$230K0.0%N/A0.024%
4/28/2026 Stephens Inc. AR201,774$4.27M0.1%+16.1%0.445%
4/22/2026 Janney Montgomery Scott LLC629,946$13.32M0.0%+231.4%1.409%
4/22/2026 Wilkins Miller Wealth Management LLC44,308$937K0.6%+7.4%0.099%
4/21/2026 AA Financial Advisors LLC92,540$1.96M0.3%-24.5%0.207%
4/21/2026 Parkway Wealth Management Group LLC475,922$10.14M1.3%+10.2%1.065%
4/20/2026 Kestra Private Wealth Services LLC58,521$1.24M0.0%-3.8%0.131%
4/18/2026 BCS Wealth Management432,811$9.15M1.9%-50.5%0.968%
4/18/2026 Nottingham Advisors Inc.205,032$4.34M0.6%+8.4%0.459%
4/18/2026 Legacy Wealth Partners LLC15,578$329K0.1%-4.2%0.035%
4/17/2026 Novare Capital Management LLC108,589$2.30M0.2%+3.9%0.243%
4/17/2026 Clark Asset Management LLC423,028$8.95M0.8%+20.5%0.946%
2/19/2026Invesco Ltd.816,163$17.52M0.0%+5.7%1.936%
2/18/2026 Align Financial LLC6,696$144K0.0%N/A0.016%
2/17/2026 Cetera Investment Advisers110,277$2.37M0.0%+58.0%0.262%
2/17/2026Equitable Holdings Inc.324,740$6.97M0.0%+0.2%0.770%
2/17/2026Osaic Holdings Inc.225,532$4.84M0.0%+10.5%0.535%
2/17/2026Captrust Financial Advisors33,840$726K0.0%+35.5%0.080%
2/17/2026Royal Bank of Canada197,168$4.23M0.0%+23.6%0.468%
2/16/2026 MML Investors Services LLC105,515$2.26M0.0%+9.2%0.250%
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2/16/2026 Aptus Capital Advisors LLC6,878,553$147.61M1.1%+5.5%16.319%
2/13/2026 Quartz Partners LLC20,472$439K0.2%-10.3%0.049%
2/13/2026 River Wealth Advisors LLC58,116$1.25M0.1%+17.2%0.138%
2/13/2026 Stifel Financial Corp33,008$708K0.0%+5.3%0.078%
2/13/2026Wells Fargo & Company MN699,152$15.00M0.0%+26.0%1.659%
2/12/2026Davis R M Inc.38,312$822K0.0%+61.1%0.091%
2/11/2026 Janney Montgomery Scott LLC190,073$4.08M0.0%N/A0.451%
2/11/2026 Motley Fool Wealth Management LLC665,256$14.28M1.1%+23.1%1.578%
2/11/2026 LeClair Wealth Partners LLC110,978$2.38M1.4%N/A0.263%
2/11/2026 LPL Financial LLC1,833,315$39.34M0.0%+12.7%4.350%
2/11/2026 Cookson Peirce & Co. Inc.493,185$10.58M0.4%+4.1%1.170%
2/11/2026 First Command Advisory Services Inc.12,246$263K0.0%+15.1%0.029%
2/10/2026 Lido Advisors LLC182,227$3.91M0.0%-4.3%0.432%
2/10/2026 Dover Advisors LLC27,100$582K0.2%+2.8%0.064%
2/10/2026 Ellevest Inc.91,222$1.96M0.3%+11.7%0.216%
2/10/2026 Opulen Financial Group LLC70,038$1.50M1.1%+1.2%0.166%
2/10/2026 Virtue Asset Management LLC119,254$2.56M2.0%+12.3%0.283%
2/10/2026 Northwestern Mutual Wealth Management Co.215,295$4.62M0.0%+1.2%0.511%
2/9/2026Redmond Asset Management LLC14,954$321K0.1%+6.8%0.035%
2/9/2026 Clearstead Trust LLC10,700$230K0.0%N/A0.025%
2/9/2026 Clearstead Advisors LLC2,449,217$52.56M0.7%+157.8%5.811%
2/9/2026 Allen Capital Group LLC17,467$375K0.0%+19.2%0.041%
2/9/2026 Carroll Advisory Group LLC82,793$1.78M0.8%N/A0.196%
2/6/2026 Addison Advisors LLC250,270$5.37M1.2%+7.9%0.594%
2/5/2026 Stephens Inc. AR173,777$3.73M0.0%+15.9%0.412%
2/5/2026 Novare Capital Management LLC104,472$2.24M0.2%+2.4%0.248%
2/3/2026 International Assets Investment Management LLC1,563$34K0.0%N/A0.004%
2/3/2026 Sequoia Financial Advisors LLC23,635$507K0.0%N/A0.056%
2/2/2026 Montag A & Associates Inc.4,524$97K0.0%+79.2%0.011%
1/30/2026 Kohmann Bosshard Financial Services LLC54,872$1.18M0.1%+1.4%0.131%
1/29/2026 Kestra Private Wealth Services LLC60,824$1.31M0.0%+7.6%0.146%
1/29/2026Sanctuary Advisors LLC155,986$3.35M0.0%+7.7%0.375%
1/29/2026 Concurrent Investment Advisors LLC9,842$211K0.0%N/A0.024%
1/29/2026 Golden Reserve Retirement LLC21,131$453K0.1%N/A0.051%
1/27/2026 Clark Asset Management LLC351,203$7.54M0.8%+21.7%0.845%
1/26/2026 Asset Dedication LLC225,063$4.83M0.3%+46.9%0.542%
1/26/2026 Nottingham Advisors Inc.189,223$4.06M0.6%+13.3%0.455%
1/26/2026CWM LLC1,577$34K0.0%N/A0.004%
1/26/2026 Farnam Financial LLC81,518$1.75M1.3%+4.9%0.196%
1/26/2026 BCS Wealth Management874,173$18.76M1.9%+102.1%2.104%
1/23/2026 G2 Capital Management LLC OH60,685$1.30M0.3%+1.2%0.148%
1/22/2026 ETF Store Inc.12,081$259K0.3%+7.8%0.029%
1/21/2026 Wilkins Miller Wealth Management LLC41,248$885K0.5%+23.5%0.100%
1/21/2026 Carolina Wealth Advisors LLC4,133$89K0.0%-15.9%0.010%
1/20/2026 Independence Bank of Kentucky46,348$995K0.1%+3.1%0.113%
1/20/2026 Stratos Wealth Partners LTD.16,290$350K0.0%N/A0.040%
1/20/2026 YANKCOM Partnership13,792$296K0.1%+47.2%0.034%
1/16/2026 Ledgewood Wealth Advisors LLC181,270$3.89M2.2%+8.1%0.448%
1/15/2026 Infinity Wealth Counsel LLC122,950$2.64M2.4%+226.9%0.304%
1/14/2026ORG Partners LLC10,942$235K0.0%+4.5%0.027%
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1/14/2026 AA Financial Advisors LLC122,526$2.63M0.5%N/A0.303%
1/13/2026 Capital Investment Advisors LLC11,962$257K0.0%+16.3%0.030%
1/13/2026 Butensky & Cohen Financial Security Inc.62,443$1.34M0.4%+7.7%0.155%
1/8/2026 Wealth Enhancement Advisory Services LLC82,693$1.78M0.0%+49.9%0.207%
1/8/2026 NorthCrest Asset Manangement LLC242,690$5.22M0.1%-1.7%0.608%
1/1/2026 JPMorgan Chase & Co.186,577$4.01M0.0%-36.4%0.510%
11/20/2025 Asset Dedication LLC153,258$3.29M0.2%+19.2%0.419%
11/18/2025 Advisory Services Network LLC4,300$92K0.0%N/A0.012%
11/17/2025 Opulen Financial Group LLC69,208$1.49M1.1%+31.6%0.189%
11/17/2025 Kestra Private Wealth Services LLC56,510$1.21M0.0%+4.5%0.154%


BSCX Institutional Ownership - Frequently Asked Questions

During the previous two years, 117 institutional investors and hedge funds held shares of Invesco BulletShares 2033 Corporate Bond ETF. The most heavily invested institutionals were Aptus Capital Advisors LLC ($147.61M), Raymond James Financial Inc. ($62.05M), Clearstead Advisors LLC ($52.56M), Ameriprise Financial Inc. ($49.96M), LPL Financial LLC ($39.34M), Raymond James & Associates ($35.16M), and Invesco Ltd. ($17.52M).Learn more on Invesco BulletShares 2033 Corporate Bond ETF's institutional investors.

Of the 112 institutional investors that purchased Invesco BulletShares 2033 Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Aptus Capital Advisors LLC ($4.69M), Raymond James Financial Inc. ($3.35M), Clearstead Advisors LLC ($2.45M), Raymond James & Associates ($1.12M), Strategic Financial Concepts LLC ($767.45K), Invesco Ltd. ($732.50K), and Motley Fool Wealth Management LLC ($721.81K).

Institutional investors have bought a total of 8,533,476 shares in the last 24 months. This purchase volume represents approximately $182.62M in transactions.

Of the 15 institutional investors that sold Invesco BulletShares 2033 Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BCS Wealth Management ($446.02K), Carolina Wealth Advisors LLC ($265.43K), JPMorgan Chase & Co. ($213.32K), Citadel Advisors LLC ($76.54K), AA Financial Advisors LLC ($29.99K), Lido Advisors LLC ($26.07K), and MONECO Advisors LLC ($16.67K).

Institutional investors have sold a total of 1,106,621 shares in the last 24 months. This volume of shares sold represents approximately $23.60M in transactions.



Institutional ownership data for NASDAQ:BSCX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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