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InvescoBulletShares2033 Corporate Bond ETF (BSCX) Institutional Ownership

$20.82 +0.05 (+0.24%)
(As of 10:25 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$101.50M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$9.03M
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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
11/15/2024 MML Investors Services LLC95,888$2.07M0.0%+3.8%0.542%
11/15/2024 Jane Street Group LLC66,108$1.43M0.0%-75.2%0.373%
11/14/2024 Captrust Financial Advisors10,572$228K0.0%N/A0.060%
11/7/2024 Thrivent Financial for Lutherans10,492$226K0.0%N/A0.059%
11/6/2024 Sawgrass Asset Management LLC44,066$951K0.1%+70.1%0.249%
11/4/2024 Addison Advisors LLC184,603$3.98M1.1%+20.6%1.043%
11/4/2024 G2 Capital Management LLC OH57,047$1.23M0.4%+1.3%0.322%
11/1/2024 Atria Investments Inc51,645$1.11M0.0%+32.0%0.292%
10/31/2024 Beacon Harbor Wealth Advisors Inc.344,079$7.43M1.8%+4.6%1.961%
10/28/2024 Stephens Inc. AR56,657$1.22M0.0%+389.2%0.323%
10/25/2024 MONECO Advisors LLC111,677$2.41M0.3%+39.8%0.636%
10/22/2024 Sterling Financial Group Inc.34,058$735K0.3%-1.5%0.194%
10/22/2024 Eastern Bank2,663$57K0.0%N/A0.015%
10/21/2024 Carolina Wealth Advisors LLC284,168$6.13M3.1%-0.4%1.619%
10/18/2024Raymond James & Associates1,629,151$35.16M0.0%+216.9%9.444%
10/17/2024BCS Wealth Management335,274$7.24M3.1%+77.8%1.944%
10/16/2024 Nottingham Advisors Inc.144,267$3.11M0.3%-59.7%0.836%
10/16/2024 Asset Dedication LLC23,836$514K0.0%+58.7%0.139%
10/11/2024 Novare Capital Management LLC16,575$358K0.0%N/A0.098%
10/9/2024 Independence Bank of Kentucky30,458$657K0.1%+7.6%0.180%
10/8/2024 Marquette Asset Management LLC1,961$42K0.0%+47.3%0.012%
10/8/2024 Tlwm19,537$422K0.1%N/A0.115%
9/5/2024Sanctuary Advisors LLC39,069$791K0.0%N/A0.274%
8/13/2024Benjamin F. Edwards & Company Inc.4,474$92K0.0%N/A0.031%
8/12/2024 G2 Capital Management LLC OH56,316$1.16M0.4%+1.3%0.395%
8/6/2024 Asset Dedication LLC15,019$310K0.0%+816.9%0.105%
8/6/2024 Strategic Financial Concepts LLC343,092$71K0.0%+1,475.3%2.408%
8/5/2024 Addison Advisors LLC153,052$3.15M1.0%+10.5%1.074%
8/3/2024 Nottingham Advisors Inc.358,282$7.38M0.9%+6.0%2.514%
7/31/2024 Dover Advisors LLC11,600$239K0.1%N/A0.085%
7/31/2024Commonwealth Equity Services LLC66,442$1.37M0.0%+18.4%0.487%
7/25/2024 Independence Bank of Kentucky28,315$584K0.2%+166.5%0.207%
7/23/2024 Exchange Capital Management Inc.129,535$2.67M0.4%+443.7%0.949%
7/20/2024Raymond James Financial Services Advisors Inc.1,022,877$21.08M0.0%+9.5%7.494%
7/19/2024 MONECO Advisors LLC79,872$1.65M0.2%+43.4%0.585%
7/19/2024Raymond James & Associates514,022$10.59M0.0%+275.2%3.766%
7/18/2024 Sawgrass Asset Management LLC25,911$534K0.1%+9.0%0.190%
7/16/2024BCS Wealth Management188,568$3.89M1.9%+417.6%1.429%
7/15/2024 Sterling Financial Group Inc.34,588$713K0.3%-5.5%0.262%
7/12/2024 Carolina Wealth Advisors LLC285,417$5.88M2.9%+27.6%2.187%
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7/11/2024 Butensky & Cohen Financial Security Inc.40,834$842K0.3%+22.0%0.313%
5/24/2024Cetera Advisors LLC33,260$693K0.0%+160.8%0.292%
5/2/2024 First Command Advisory Services Inc.6,099$127K0.0%N/A0.054%
4/30/2024Commonwealth Equity Services LLC56,093$1.17M0.0%+20.1%0.492%
4/26/2024 MONECO 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%
4/23/2024Raymond 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%
4/10/2024BCS 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%
2/6/2024 Sawgrass Asset Management LLC15,440$329K0.0%N/A0.191%
2/2/2024 Addison 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%
1/29/2024 G2 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, 34 institutional investors and hedge funds held shares of InvescoBulletShares2033 Corporate Bond ETF. The most heavily invested institutionals were Raymond James & Associates ($35.16M), Raymond James Financial Services Advisors Inc. ($21.08M), Cookson Peirce & Co. Inc. ($9.31M), Beacon Harbor Wealth Advisors Inc. ($7.43M), BCS Wealth Management ($7.24M), Carolina Wealth Advisors LLC ($6.13M), and Addison Advisors LLC ($3.98M).Learn more on BSCX's institutional investors.

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

Of the 33 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 & Associates ($1.49M), Raymond James Financial Services Advisors Inc. ($1.02M), Cookson Peirce & Co. Inc. ($446.54K), Strategic Financial Concepts LLC ($343.09K), BCS Wealth Management ($335.27K), Carolina Wealth Advisors LLC ($285.42K), and Addison Advisors LLC ($167.14K).

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

Institutional investors have bought a total of 4,816,600 shares in the last 24 months. This purchase volume represents approximately $101.50M in transactions.

Which InvescoBulletShares2033 Corporate Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold InvescoBulletShares2033 Corporate Bond ETF stock in the last 24 months: Nottingham Advisors Inc. ($214.02K), Jane Street Group LLC ($200.64K), Sterling Financial Group Inc. ($2.54K), and Carolina Wealth Advisors LLC ($1.25K).

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

Institutional investors have sold a total of 418,450 shares in the last 24 months. This volume of shares sold represents approximately $9.03M in transactions.



This page (NASDAQ:BSCX) was last updated on 11/21/2024 by MarketBeat.com Staff
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