BSCY Institutional Ownership
Invesco BulletShares 2034 Corporate Bond ETF
1W: -0.8%
1M: -3.3%
3M: -5.2%
YTD: -6.3%
1Y: -6.8%
$19.52
-0.04 (-0.20%)
Weekly Expected Move ±0.9%
$19
$19
$20
$20
$20
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — BSCY
103
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
411M
Total Invested
13
New Positions
64
Increased
19
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (107 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 3,513,762 | $69M | +61,938 | +1.8% | 3Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 2,876,236 | $56M | +174,758 | +6.5% | 7Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,410,677 | $28M | +179,287 | +14.6% | 7Q | SEC ↗ |
| 4 | UBS Group AG | 1,323,555 | $26M | +24,955 | +1.9% | 7Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 1,196,292 | $23M | +44,356 | +3.9% | 6Q | SEC ↗ |
| 6 | Invesco Ltd. | 929,003 | $18M | +52,605 | +6.0% | 7Q | SEC ↗ |
| 7 | COOKSON PEIRCE & CO INC | 521,282 | $10M | +13,181 | +2.6% | 7Q | SEC ↗ |
| 8 | MORGAN STANLEY | 420,637 | $8M | -279,708 | -39.9% | 7Q | SEC ↗ |
| 9 | Clark Asset Management, LLC | 404,980 | $8M | +81,885 | +25.3% | 8Q | SEC ↗ |
| 10 | JONES FINANCIAL COMPANIES LLLP | 384,106 | $7M | +37,820 | +10.9% | 6Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 363,902 | $7M | +247,080 | +211.5% | 5Q | SEC ↗ |
| 12 | BCS Wealth Management | 346,682 | $7M | +7,605 | +2.2% | 8Q | SEC ↗ |
| 13 | Modern Wealth Management, LLC | 314,604 | $6M | +113,928 | +56.8% | 4Q | SEC ↗ |
| 14 | DWM Financial Group, Inc. NEW | 314,148 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC | 293,939 | $6M | +266,112 | +956.3% | 2Q | SEC ↗ |
| 16 | Janney Montgomery Scott LLC | 273,065 | $5M | +13,989 | +5.4% | 2Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 258,153 | $5M | +27,398 | +11.9% | 6Q | SEC ↗ |
| 18 | GILL CAPITAL PARTNERS, LLC | 246,767 | $5M | +9,021 | +3.8% | 7Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 244,503 | $5M | +6,887 | +2.9% | 8Q | SEC ↗ |
| 20 | Equitable Holdings, Inc. | 240,123 | $5M | -14,122 | -5.6% | 7Q | SEC ↗ |
| 21 | MAI Capital Management | 229,802 | $4M | +39,969 | +21.1% | 7Q | SEC ↗ |
| 22 | STEPHENS INC /AR | 216,612 | $4M | +13,244 | +6.5% | 8Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 208,785 | $4M | +48,790 | +30.5% | 7Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 188,296 | $4M | +28,034 | +17.5% | 7Q | SEC ↗ |
| 25 | Asset Dedication, LLC | 186,136 | $4M | +39,149 | +26.6% | 6Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 164,306 | $3M | +33,121 | +25.2% | 7Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 158,649 | $3M | +34,365 | +27.7% | 7Q | SEC ↗ |
| 28 | TRUIST FINANCIAL CORP | 142,653 | $3M | +48,190 | +51.0% | 7Q | SEC ↗ |
| 29 | Addison Advisors LLC | 141,877 | $3M | -127,357 | -47.3% | 8Q | SEC ↗ |
| 30 | NorthAvenue LLC | 140,671 | $3M | +29,295 | +26.3% | 3Q | SEC ↗ |
| 31 | Savvy Advisors, Inc. NEW | 137,380 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Carroll Advisory Group, LLC | 123,009 | $2M | +7,732 | +6.7% | 3Q | SEC ↗ |
| 33 | LeClair Wealth Partners LLC NEW | 118,822 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Infinity Wealth Counsel, LLC | 107,600 | $2M | +15,980 | +17.4% | 4Q | SEC ↗ |
| 35 | Ellevest, Inc. | 95,323 | $2M | +3,081 | +3.3% | 7Q | SEC ↗ |
| 36 | AMERIPRISE FINANCIAL INC | 92,302 | $2M | +13,190 | +16.7% | 3Q | SEC ↗ |
| 37 | MONECO ADVISORS, LLC | 87,578 | $2M | +1,564 | +1.8% | 8Q | SEC ↗ |
| 38 | NOVARE CAPITAL MANAGEMENT LLC | 85,986 | $2M | +12,095 | +16.4% | 7Q | SEC ↗ |
| 39 | HUB Investment Partners, LLC | 77,526 | $2M | +5,378 | +7.5% | 6Q | SEC ↗ |
| 40 | BUTENSKY & COHEN FINANCIAL SECURITY, I | 73,979 | $1M | +5,959 | +8.8% | 7Q | SEC ↗ |
| 41 | River Wealth Advisors LLC | 73,793 | $1M | +431 | +0.6% | 7Q | SEC ↗ |
| 42 | Golden Reserve Retirement LLC | 71,515 | $1M | +19,941 | +38.7% | 3Q | SEC ↗ |
| 43 | Private Advisor Group, LLC | 69,456 | $1M | +751 | +1.1% | 4Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 67,041 | $1M | +19,945 | +42.3% | 7Q | SEC ↗ |
| 45 | Farnam Financial LLC | 62,665 | $1M | -169 | -0.3% | 8Q | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. NEW | 55,100 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Atria Investments, Inc | 52,500 | $1M | -82,105 | -61.0% | 7Q | SEC ↗ |
| 48 | G2 CAPITAL MANAGEMENT, LLC / OH | 49,896 | $974K | +606 | +1.2% | 5Q | SEC ↗ |
| 49 | Lido Advisors, LLC NEW | 48,157 | $940K | — | +0.0% | 1Q | SEC ↗ |
| 50 | SAWGRASS ASSET MANAGEMENT LLC | 47,378 | $925K | +500 | +1.1% | 7Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| DWM Financial Group, Inc. | 314,148 | $6M |
| Savvy Advisors, Inc. | 137,380 | $3M |
| LeClair Wealth Partners LLC | 118,822 | $2M |
| Rockefeller Capital Management L.P. | 55,100 | $1M |
| Lido Advisors, LLC | 48,157 | $940K |
| J.W. COLE ADVISORS, INC. | 46,993 | $918K |
| FCA CORP /TX | 46,184 | $902K |
| Concurrent Investment Advisors, LLC | 31,883 | $623K |
| OPPENHEIMER & CO INC | 17,414 | $340K |
| Aprio Wealth Management, LLC | 14,435 | $282K |
| Vestmark Advisory Solutions, Inc. | 11,178 | $218K |
| Atlantic Union Bankshares Corp | 497 | $10K |
| FMR LLC | 231 | $5K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ledgewood Wealth Advisors, LLC | 204,212 | $4M |
| JPMORGAN CHASE & CO | 168,164 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 161,612 | $3M |
| GOLDMAN SACHS GROUP INC | 71,612 | $1M |
| Independent Advisor Alliance | 58,506 | $1M |
| FLOW TRADERS U.S. LLC | 39,285 | $767K |
| Diversified Portfolios, Inc. | 14,036 | $274K |
| Knights of Columbus Asset Advisors | 4,774 | $93K |
| Kohmann Bosshard Financial Services | 2,989 | $58K |
| MONTAG A & ASSOCIATES INC | 2,588 | $51K |
| Advisory Services Network, LLC | 2,221 | $43K |
| Intentional Wealth Strategies, LLC | 1,329 | $26K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +266,112 | +956.3% | 293,939 |
| CITADEL ADVISORS LLC | +247,080 | +211.5% | 363,902 |
| LPL Financial LLC | +179,287 | +14.6% | 1,410,677 |
| RAYMOND JAMES FINANCIAL INC | +174,758 | +6.5% | 2,876,236 |
| Modern Wealth Management, LLC | +113,928 | +56.8% | 314,604 |
| Clark Asset Management, LLC | +81,885 | +25.3% | 404,980 |
| Aptus Capital Advisors, LLC | +61,938 | +1.8% | 3,513,762 |
| Invesco Ltd. | +52,605 | +6.0% | 929,003 |
| OSAIC HOLDINGS, INC. | +48,790 | +30.5% | 208,785 |
| TRUIST FINANCIAL CORP | +48,190 | +51.0% | 142,653 |
| WELLS FARGO & COMPANY/MN | +44,356 | +3.9% | 1,196,292 |
| MAI Capital Management | +39,969 | +21.1% | 229,802 |
| Asset Dedication, LLC | +39,149 | +26.6% | 186,136 |
| JONES FINANCIAL COMPANIES LLLP | +37,820 | +10.9% | 384,106 |
| Cetera Investment Advisers | +34,365 | +27.7% | 158,649 |
| ENVESTNET ASSET MANAGEMENT INC | +33,121 | +25.2% | 164,306 |
| NorthAvenue LLC | +29,295 | +26.3% | 140,671 |
| ROYAL BANK OF CANADA | +28,034 | +17.5% | 188,296 |
| BANK OF AMERICA CORP /DE | +27,398 | +11.9% | 258,153 |
| UBS Group AG | +24,955 | +1.9% | 1,323,555 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -279,708 | -39.9% | 420,637 |
| Sanctuary Advisors, LLC | -131,976 | -88.1% | 17,833 |
| Addison Advisors LLC | -127,357 | -47.3% | 141,877 |
| Atria Investments, Inc | -82,105 | -61.0% | 52,500 |
| Equitable Holdings, Inc. | -14,122 | -5.6% | 240,123 |
| Sequoia Financial Advisors, LLC | -7,372 | -31.1% | 16,358 |
| Legacy Wealth Partners, LLC | -3,327 | -20.4% | 12,977 |
| Global Wealth Strategies & Associat | -1,198 | -8.4% | 13,078 |
| Steward Partners Investment Advisor | -993 | -79.6% | 255 |
| First Command Advisory Services, In | -303 | -2.9% | 9,996 |
| Kestra Advisory Services, LLC | -275 | -0.8% | 35,207 |
| Farnam Financial LLC | -169 | -0.3% | 62,665 |