Who Owns BSCS?
Invesco BulletShares 2028 Corporate Bond ETF — Institutional Ownership & 13F Holdings
$20.43
-0.01 (-0.05%)
Market Cap
$3.4B
Shares Outstanding
166,657,415
Institutional Holders
305
Total Inst. Value
$1.5B
% of Float Held
—
QoQ Holder Change
+165
Institutional data as of Q1 2025
New Positions
89
Closed Positions
20
Increased
145
Decreased
40
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $146.3M | 7,190,158 |
| 2 | RAYMOND JAMES FINANCIAL INC | $121.3M | 5,962,077 |
| 3 | WELLS FARGO & COMPANY/MN | $118.5M | 5,822,572 |
| 4 | TruWealth Advisors, LLC | $86.5M | 4,250,093 |
| 5 | BANK OF AMERICA CORP /DE/ | $67.7M | 3,324,923 |
| 6 | Clearstead Advisors, LLC | $52.9M | 2,598,000 |
| 7 | UBS Group AG | $47.4M | 2,329,456 |
| 8 | Hills Bank & Trust Co | $46.5M | 2,286,974 |
| 9 | Invesco Ltd. | $38.8M | 1,905,319 |
| 10 | Motley Fool Wealth Management, LLC | $32.8M | 1,610,344 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +698K | $146.3M |
| RAYMOND JAMES FINANCIAL INC | +1.1M | $121.3M |
| WELLS FARGO & COMPANY/MN | +431K | $118.5M |
| TruWealth Advisors, LLC | +81K | $86.5M |
| BANK OF AMERICA CORP /DE/ | +865K | $67.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| EASTERN BANK | -1.4M | $2.4M |
| Strategic Financial Concepts, LLC | -617K | $1.3M |
| IMA Advisory Services, Inc. | -561K | $381K |
| Tradewinds Capital Management, LLC | -548K | $1K |
| Lido Advisors, LLC | -175K | $103K |
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Frequently Asked Questions
How many institutional investors hold BSCS?
As of Q1 2025, 305 institutional investors report holding BSCS (Invesco BulletShares 2028 Corporate Bond ETF) in their 13F filings.
Which hedge fund owns the most BSCS?
The largest institutional holder of BSCS is MORGAN STANLEY with $146.3M in shares.
Are institutions buying or selling BSCS?
This quarter, 89 institutions opened new positions in BSCS and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.