BSCX Institutional Ownership
Invesco BulletShares 2033 Corporate Bond ETF
1W: -0.6%
1M: -2.9%
3M: -4.6%
YTD: -6.0%
1Y: -6.4%
3Y: +13.8%
$20.02
-0.04 (-0.18%)
Weekly Expected Move ±0.8%
$20
$20
$20
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — BSCX
137
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
771M
Total Invested
21
New Positions
73
Increased
29
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (140 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 7,954,221 | $159M | +949,942 | +13.6% | 6Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 3,537,744 | $71M | +1,038,952 | +41.6% | 11Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 3,416,033 | $68M | +186,520 | +5.8% | 7Q | SEC ↗ |
| 4 | Clearstead Advisors, LLC | 2,750,934 | $55M | +88,835 | +3.3% | 4Q | SEC ↗ |
| 5 | LPL Financial LLC | 2,110,150 | $42M | +106,136 | +5.3% | 11Q | SEC ↗ |
| 6 | MORGAN STANLEY | 1,311,679 | $26M | -592,994 | -31.1% | 11Q | SEC ↗ |
| 7 | IMA Advisory Services, Inc. NEW | 1,203,208 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 915,739 | $18M | +86,448 | +10.4% | 10Q | SEC ↗ |
| 9 | Invesco Ltd. | 911,142 | $18M | +49,574 | +5.8% | 11Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC | 666,639 | $13M | +36,693 | +5.8% | 3Q | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 622,811 | $12M | +92,106 | +17.4% | 3Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC NEW | 567,411 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 13 | JONES FINANCIAL COMPANIES LLLP | 534,589 | $11M | +40,920 | +8.3% | 9Q | SEC ↗ |
| 14 | Clark Asset Management, LLC | 519,107 | $10M | +96,079 | +22.7% | 10Q | SEC ↗ |
| 15 | COOKSON PEIRCE & CO INC | 516,334 | $10M | +20,019 | +4.0% | 11Q | SEC ↗ |
| 16 | Parkway Wealth Management Group, LLC | 480,088 | $10M | +4,166 | +0.9% | 3Q | SEC ↗ |
| 17 | BCS Wealth Management | 449,212 | $9M | +16,401 | +3.8% | 10Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 441,183 | $9M | +26,733 | +6.5% | 10Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 398,162 | $8M | +14,874 | +3.9% | 11Q | SEC ↗ |
| 20 | Modern Wealth Management, LLC | 376,705 | $8M | +39,567 | +11.7% | 5Q | SEC ↗ |
| 21 | Equitable Holdings, Inc. | 303,093 | $6M | -10,356 | -3.3% | 10Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 297,388 | $6M | +29,100 | +10.8% | 11Q | SEC ↗ |
| 23 | Apollon Wealth Management, LLC NEW | 289,335 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Asset Dedication, LLC | 286,678 | $6M | +19,245 | +7.2% | 10Q | SEC ↗ |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 262,943 | $5M | +6,455 | +2.5% | 7Q | SEC ↗ |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 242,570 | $5M | +5,134 | +2.2% | 8Q | SEC ↗ |
| 27 | NorthAvenue LLC | 219,593 | $4M | +11,333 | +5.4% | 3Q | SEC ↗ |
| 28 | NorthCrest Asset Manangement, LLC | 216,837 | $4M | +5,114 | +2.4% | 4Q | SEC ↗ |
| 29 | STEPHENS INC /AR | 212,785 | $4M | +11,011 | +5.5% | 9Q | SEC ↗ |
| 30 | NOTTINGHAM ADVISORS, INC. | 212,131 | $4M | +7,099 | +3.5% | 10Q | SEC ↗ |
| 31 | Lido Advisors, LLC | 201,547 | $4M | +37,243 | +22.7% | 5Q | SEC ↗ |
| 32 | VIRTUE ASSET MANAGEMENT LLC | 200,790 | $4M | +47,919 | +31.3% | 4Q | SEC ↗ |
| 33 | Ledgewood Wealth Advisors, LLC | 195,591 | $4M | +2,418 | +1.3% | 9Q | SEC ↗ |
| 34 | MAI Capital Management | 164,142 | $3M | +58,147 | +54.9% | 4Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 159,600 | $3M | +31,354 | +24.4% | 11Q | SEC ↗ |
| 36 | INDEPENDENT FINANCIAL GROUP, LLC | 155,542 | $3M | -49,981 | -24.3% | 3Q | SEC ↗ |
| 37 | Cetera Investment Advisers | 153,991 | $3M | +27,362 | +21.6% | 5Q | SEC ↗ |
| 38 | DWM Financial Group, Inc. NEW | 152,130 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 39 | PARK AVENUE SECURITIES LLC | 143,484 | $3M | +33,207 | +30.1% | 2Q | SEC ↗ |
| 40 | Infinity Wealth Counsel, LLC | 141,517 | $3M | +17,117 | +13.8% | 4Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 140,017 | $3M | +109,828 | +363.8% | 10Q | SEC ↗ |
| 42 | Savvy Advisors, Inc. NEW | 136,118 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 43 | JANE STREET GROUP, LLC | 136,028 | $3M | -51,995 | -27.7% | 2Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 134,082 | $3M | +36,893 | +38.0% | 11Q | SEC ↗ |
| 45 | Carroll Advisory Group, LLC | 126,318 | $3M | +12,719 | +11.2% | 3Q | SEC ↗ |
| 46 | Avior Wealth Management, LLC | 124,944 | $3M | +19,162 | +18.1% | 2Q | SEC ↗ |
| 47 | Addison Advisors LLC | 124,613 | $2M | -141,266 | -53.1% | 11Q | SEC ↗ |
| 48 | NOVARE CAPITAL MANAGEMENT LLC | 117,620 | $2M | +9,031 | +8.3% | 8Q | SEC ↗ |
| 49 | LeClair Wealth Partners LLC NEW | 116,695 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 50 | DAVIS R M INC | 110,653 | $2M | +55,359 | +100.1% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| IMA Advisory Services, Inc. | 1,203,208 | $24M |
| GOLDMAN SACHS GROUP INC | 567,411 | $11M |
| Apollon Wealth Management, LLC | 289,335 | $6M |
| DWM Financial Group, Inc. | 152,130 | $3M |
| Savvy Advisors, Inc. | 136,118 | $3M |
| LeClair Wealth Partners LLC | 116,695 | $2M |
| CITY HOLDING CO | 41,277 | $826K |
| Concurrent Investment Advisors, LLC | 30,952 | $620K |
| J.W. COLE ADVISORS, INC. | 26,276 | $526K |
| GTS SECURITIES LLC | 23,042 | $461K |
| Quadrature Capital Ltd | 18,439 | $369K |
| Aprio Wealth Management, LLC | 16,495 | $330K |
| Vestmark Advisory Solutions, Inc. | 10,955 | $219K |
| Somerset Trust Co | 10,435 | $209K |
| Gladstone Institutional Advisory LL | 10,347 | $207K |
| &PARTNERS | 9,814 | $196K |
| HARBOUR INVESTMENTS, INC. | 8,375 | $168K |
| MERCER GLOBAL ADVISORS INC /ADV | 6,947 | $139K |
| PRIVATE TRUST CO NA | 1,030 | $21K |
| Cornerstone National Bank & Trust C | 950 | $19K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Motley Fool Wealth Management, LLC | 543,485 | $11M |
| Kohmann Bosshard Financial Services | 54,872 | $1M |
| Tower Research Capital LLC (TRC) | 42,348 | $848K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 27,755 | $556K |
| Independent Advisor Alliance | 22,145 | $443K |
| Diversified Portfolios, Inc. | 12,865 | $258K |
| Ascentis Independent Advisors | 10,870 | $218K |
| Align Financial, LLC | 6,696 | $134K |
| Advisory Services Network, LLC | 4,403 | $88K |
| Intentional Wealth Strategies, LLC | 1,305 | $26K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +1,038,952 | +41.6% | 3,537,744 |
| Aptus Capital Advisors, LLC | +949,942 | +13.6% | 7,954,221 |
| RAYMOND JAMES FINANCIAL INC | +186,520 | +5.8% | 3,416,033 |
| Kestra Advisory Services, LLC | +109,828 | +363.8% | 140,017 |
| LPL Financial LLC | +106,136 | +5.3% | 2,110,150 |
| Clark Asset Management, LLC | +96,079 | +22.7% | 519,107 |
| Rockefeller Capital Management L.P. | +96,014 | +2814.8% | 99,425 |
| Baird Financial Group, Inc. | +92,106 | +17.4% | 622,811 |
| Clearstead Advisors, LLC | +88,835 | +3.3% | 2,750,934 |
| WELLS FARGO & COMPANY/MN | +86,448 | +10.4% | 915,739 |
| MAI Capital Management | +58,147 | +54.9% | 164,142 |
| DAVIS R M INC | +55,359 | +100.1% | 110,653 |
| Invesco Ltd. | +49,574 | +5.8% | 911,142 |
| VIRTUE ASSET MANAGEMENT LLC | +47,919 | +31.3% | 200,790 |
| JONES FINANCIAL COMPANIES LLLP | +40,920 | +8.3% | 534,589 |
| Modern Wealth Management, LLC | +39,567 | +11.7% | 376,705 |
| Lido Advisors, LLC | +37,243 | +22.7% | 201,547 |
| MML INVESTORS SERVICES, LLC | +36,893 | +38.0% | 134,082 |
| Janney Montgomery Scott LLC | +36,693 | +5.8% | 666,639 |
| PARK AVENUE SECURITIES LLC | +33,207 | +30.1% | 143,484 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -592,994 | -31.1% | 1,311,679 |
| Addison Advisors LLC | -141,266 | -53.1% | 124,613 |
| Sanctuary Advisors, LLC | -128,658 | -83.4% | 25,671 |
| Atria Investments, Inc | -80,395 | -60.9% | 51,551 |
| JANE STREET GROUP, LLC | -51,995 | -27.7% | 136,028 |
| INDEPENDENT FINANCIAL GROUP, LLC | -49,981 | -24.3% | 155,542 |
| CITADEL ADVISORS LLC | -45,865 | -61.7% | 28,526 |
| Equitable Holdings, Inc. | -10,356 | -3.3% | 303,093 |
| Sequoia Financial Advisors, LLC | -7,592 | -32.1% | 16,043 |
| Legacy Wealth Partners, LLC | -3,048 | -19.6% | 12,530 |
| SAWGRASS ASSET MANAGEMENT LLC | -2,150 | -2.9% | 72,502 |
| MONTAG A & ASSOCIATES INC | -2,000 | -45.0% | 2,444 |
| River Wealth Advisors LLC | -1,362 | -1.6% | 82,602 |
| First Command Advisory Services, In | -1,268 | -10.4% | 10,878 |
| COMMONWEALTH EQUITY SERVICES, LLC | -997 | -1.5% | 66,051 |
| Noble Wealth Management PBC | -650 | -39.4% | 1,000 |
| Carolina Wealth Advisors, LLC | -433 | -13.4% | 2,806 |
| Clearstead Trust, LLC | -353 | -3.4% | 9,921 |
| FIFTH THIRD BANCORP | -223 | -33.8% | 437 |
| Waverly Advisors, LLC | -172 | -0.9% | 18,689 |