Invesco BulletShares 2024 Corporate Bond ETF (BSCO) Institutional Ownership

$21.07
+0.01 (+0.05%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2024 Corporate Bond ETF (NASDAQ:BSCO)

Number of
Institutional Buyers
(last 12 months)
239
Total
Institutional Inflows
(last 12 months)
$710.43M
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$522.86M
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BSCO Institutional Buying and Selling by Quarter

Invesco BulletShares 2024 Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Jaffetilchin Investment Partners LLC809,895$16.98M1.5%N/A0.512%
5/17/2024 Comerica Bank28,783$604K0.0%-6.1%0.018%
5/16/2024 Global Financial Private Client LLC40,937$858K0.4%-2.4%0.026%
5/16/2024 Waverly Advisors LLC276,505$5.80M0.1%+3.7%0.175%
5/15/2024 Kestra Advisory Services LLC594,656$12.47M0.1%+2.4%0.376%
5/15/2024 Stonebridge Capital Advisors LLC281,273$5.90M0.5%-38.7%0.178%
5/14/2024 EP Wealth Advisors LLC37,957$796K0.0%-6.6%0.024%
5/14/2024 Sculati Wealth Management LLC55,305$1.16M0.5%+10.0%0.035%
5/14/2024 Sentinel Pension Advisors Inc.93,584$1.96M0.4%-64.2%0.059%
5/14/2024 InterOcean Capital Group LLC9,630$202K0.0%N/A0.006%
5/14/2024 Vaughan David Investments LLC IL445,767$9.35M0.2%+2.4%0.282%
5/13/2024 Goepper Burkhardt LLC208,275$4.38M2.0%-10.7%0.132%
5/13/2024 Ameritas Investment Partners Inc.4,981$104K0.0%-20.0%0.003%
5/13/2024 PAX Financial Group LLC9,979$209K0.0%N/A0.006%
5/11/2024 Davis R M Inc.573,009$12.02M0.3%-12.8%0.362%
5/11/2024 Beaumont Financial Advisors LLC14,992$314K0.0%-79.3%0.009%
5/10/2024 Osaic Holdings Inc.1,517,684$31.83M0.1%+4.6%0.959%
5/10/2024 Blue Barn Wealth LLC289,493$6.07M3.4%-28.3%0.183%
5/10/2024 Motco16,845$353K0.0%N/A0.011%
5/9/2024 ProVise Management Group LLC56,793$1.19M0.1%-68.2%0.036%
5/9/2024 Delta Investment Management LLC100,118$2.10M0.5%+135.4%0.063%
5/9/2024 Camelot Portfolios LLC216,231$4.53M4.4%-23.9%0.137%
5/8/2024 Motley Fool Wealth Management LLC1,848,215$38.76M2.0%+3.6%1.168%
5/8/2024 Avantax Advisory Services Inc.202,260$4.24M0.0%-8.9%0.128%
5/8/2024 US Bancorp DE110,044$2.31M0.0%+2.4%0.070%
5/8/2024 AMJ Financial Wealth Management261,787$5.49M1.8%-0.8%0.165%
5/7/2024 American Planning Services Inc.967,538$20.29M14.7%+5,701.6%0.611%
5/7/2024 Montag A & Associates Inc.183,223$3.84M0.2%-4.2%0.116%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management116,182$2.44M0.1%-4.2%0.073%
5/6/2024 OLD Second National Bank of Aurora485,865$10.19M2.6%-2.2%0.307%
5/6/2024 Kades & Cheifetz LLC27,862$584K0.4%+3.0%0.018%
5/6/2024 W.H. Cornerstone Investments Inc.11,143$234K0.2%-56.5%0.007%
5/4/2024 Blue Square Asset Management LLC38,043$798K0.5%-5.9%0.024%
5/4/2024 Geneos Wealth Management Inc.141,705$2.97M0.1%+9.5%0.090%
5/3/2024 Larson Financial Group LLC1,461$31K0.0%+74.6%0.001%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,172$213K0.0%-13.7%0.006%
5/3/2024 AA Financial Advisors LLC106,165$2.23M0.9%-16.6%0.067%
5/3/2024 Wulff Hansen & CO.17,725$372K0.4%+4.4%0.011%
5/2/2024 Pacific Wealth Strategies Group Inc.106,705$2.24M1.9%-4.6%0.067%
5/2/2024 FinTrust Capital Advisors LLC15,864$333K0.1%+8.3%0.010%
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5/2/2024 Palisade Asset Management LLC2,375$50K0.0%N/A0.001%
5/1/2024 1834 Investment Advisors Co.41,986$880K0.1%-51.8%0.026%
5/1/2024 Janney Montgomery Scott LLC604,755$12.68M0.0%+0.4%0.375%
5/1/2024 Northcape Wealth Management LLC10,476$220K0.1%-97.0%0.007%
5/1/2024 McCarthy & Cox641,170$13.45M5.1%N/A0.398%
4/30/2024 Private Advisor Group LLC426,281$8.94M0.1%-23.8%0.265%
4/30/2024 J.W. Cole Advisors Inc.53,792$1.13M0.1%-4.2%0.033%
4/30/2024 True Vision MN LLC29,405$618K0.4%+7.1%0.018%
4/29/2024Commonwealth Equity Services LLC1,299,892$27.26M0.0%-7.1%0.807%
4/29/2024 ETF Store Inc.48,677$1.02M0.6%-32.6%0.030%
4/29/2024 Benjamin F. Edwards & Company Inc.347,448$7.29M0.1%-25.1%0.216%
4/26/2024 YHB Investment Advisors Inc.7,843$164K0.0%N/A0.005%
4/26/2024 Mesirow Financial Investment Management Inc.28,881$606K0.0%N/A0.018%
4/26/2024 MONECO Advisors LLC86,263$1.81M0.3%-1.8%0.054%
4/26/2024 Sigma Investment Counselors Inc.14,416$302K0.0%-19.9%0.009%
4/26/2024 Latitude Advisors LLC11,401$239K0.1%-58.4%0.007%
4/25/2024 Capital Investment Advisory Services LLC12,915$271K0.0%+4.0%0.008%
4/25/2024 Benedict Financial Advisors Inc.34,989$734K0.2%-2.9%0.022%
4/25/2024 Cambridge Investment Research Advisors Inc.789,201$16.55M0.1%+10.2%0.490%
4/24/2024 Leavell Investment Management Inc.104,942$2.20M0.1%-6.3%0.065%
4/24/2024 Krilogy Financial LLC170,702$3.58M0.3%+1.5%0.106%
4/24/2024 4Thought Financial Group Inc.180,832$3.79M2.5%+5.3%0.112%
4/24/2024 Strid Group LLC126,362$2.65M0.5%+0.8%0.078%
4/24/2024 First Fiduciary Investment Counsel Inc.49,770$1.04M0.2%+4.1%0.031%
4/23/2024 IRON Financial LLC214,407$4.50M2.5%-2.2%0.132%
4/23/2024 Milestone Asset Management LLC1,176,396$24.67M7.0%-64.5%0.723%
4/23/2024 Global Retirement Partners LLC52,702$1.11M0.0%-3.1%0.032%
4/23/2024 Kirr Marbach & Co. LLC IN808,474$16.95M4.1%+0.5%0.497%
4/23/2024 Gradient Investments LLC222,814$4.67M0.1%-5.3%0.137%
4/23/2024 Fifth Third Bancorp9,915$208K0.0%-63.4%0.006%
4/23/2024 Rebalance LLC380,855$7.99M0.7%+30.6%0.234%
4/23/2024 Raymond James Financial Services Advisors Inc.998,445$20.94M0.0%-30.2%0.614%
4/22/2024 Strategic Financial Concepts LLC43,742$917K0.2%+29.8%0.027%
4/22/2024 Kessler Investment Group LLC43,984$922K0.6%+8.3%0.027%
4/22/2024 Raymond James & Associates1,356,346$28.44M0.0%-17.6%0.834%
4/22/2024 Waycross Investment Management Co32,749$687K0.6%-62.8%0.020%
4/22/2024 Solitude Financial Services164,436$3.45M1.6%+2.1%0.101%
4/22/2024 American Institute for Advanced Investment Management LLP42,920$900K0.7%-4.0%0.026%
4/19/2024 Kaye Capital Management1,131,062$23.72M10.3%-4.4%0.696%
4/19/2024 Cornerstone Wealth Management LLC509,477$10.68M0.9%-0.6%0.313%
4/19/2024 Hudson Capital Management LLC534,726$11.21M3.9%+36.5%0.329%
4/18/2024 Silverlake Wealth Management LLC94,533$1.98M1.0%+12.8%0.058%
4/18/2024 Woodmont Investment Counsel LLC17,500$367K0.0%-41.7%0.011%
4/18/2024 Exchange Capital Management Inc.245,202$5.14M0.8%-0.3%0.149%
4/18/2024 Colton Groome Financial Advisors LLC164,536$3.45M1.4%-0.8%0.100%
4/18/2024 Claro Advisors LLC45,202$948K0.2%+2.0%0.027%
4/18/2024 Oliver Luxxe Assets LLC82,475$1.73M0.4%-40.2%0.050%
4/18/2024 Mirador Capital Partners LP102,797$2.16M0.4%-41.1%0.063%
4/18/2024 Ironwood Financial llc359,097$7.53M1.7%-18.8%0.218%
4/17/2024 Trilogy Capital Inc.246,050$5.16M0.3%-11.3%0.150%
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4/17/2024 River Street Advisors LLC165,530$3.47M2.3%-11.6%0.101%
4/16/2024 Independence Bank of Kentucky10,093$212K0.1%-10.0%0.006%
4/16/2024 Webster Bank N. A.492,766$10.33M1.2%-0.2%0.300%
4/16/2024 Courier Capital LLC134,310$2.82M0.2%-8.6%0.082%
4/16/2024 Hengehold Capital Management LLC325,400$6.82M0.7%+6.1%0.198%
4/16/2024 Edge Wealth Management LLC76,673$1.61M0.3%-21.3%0.047%
4/16/2024 Tlwm88,848$1.86M0.4%+8.6%0.054%
4/16/2024 Chesley Taft & Associates LLC19,000$398K0.0%-47.0%0.012%
4/16/2024 Wealth Enhancement Advisory Services LLC63,728$1.34M0.0%+4.4%0.039%
4/15/2024 Brookstone Capital Management1,282,394$26.89M0.5%-7.8%0.780%
(Data available from 1/1/2016 forward)

BSCO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSCO shares?

During the previous two years, 432 institutional investors and hedge funds held shares of Invesco BulletShares 2024 Corporate Bond ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($37.49B), Lido Advisors LLC ($1.15B), UBS Group AG ($135.80M), Wells Fargo & Company MN ($132.63M), Bank of America Corp DE ($84.73M), LPL Financial LLC ($84.70M), and Aptus Capital Advisors LLC ($77.78M).Learn more on BSCO's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2024 Corporate Bond ETF stock?

Of the 379 institutional investors that purchased Invesco BulletShares 2024 Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lido Advisors LLC ($19.34M), Wells Fargo & Company MN ($4.95M), Aptus Capital Advisors LLC ($3.75M), LPL Financial LLC ($3.50M), Foundations Investment Advisors LLC ($3.33M), Milestone Asset Management LLC ($3.32M), and TruWealth Advisors LLC ($2.97M).

How much institutional buying is happening at Invesco BulletShares 2024 Corporate Bond ETF?

Institutional investors have bought a total of 90,779,027 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

Which Invesco BulletShares 2024 Corporate Bond ETF major shareholders have been selling company stock?

Of the 255 institutional investors that sold Invesco BulletShares 2024 Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lido Advisors LLC ($3.13M), HM Payson & Co. ($2.40M), Milestone Asset Management LLC ($2.14M), Raymond James Financial Services Advisors Inc. ($1.41M), Envestnet Asset Management Inc. ($1.16M), Wilbanks Smith & Thomas Asset Management LLC ($1.08M), and Gradient Investments LLC ($859.01K).

How much institutional selling is happening at Invesco BulletShares 2024 Corporate Bond ETF?

Institutional investors have sold a total of 33,610,550 shares in the last 24 months. This volume of shares sold represents approximately $694.98M in transactions.


This page (NASDAQ:BSCO) was last updated on 5/19/2024 by MarketBeat.com Staff

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