BSCZ Institutional Ownership
Invesco BulletShares 2035 Corporate Bond ETF
1W: -0.8%
1M: -3.4%
3M: -5.6%
YTD: -7.4%
1Y: -5.4%
$19.23
-0.04 (-0.23%)
Weekly Expected Move ±0.9%
$19
$19
$19
$19
$20
Overview
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Institutional Ownership — BSCZ
77
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
171M
Total Invested
14
New Positions
44
Increased
11
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (79 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 2,089,056 | $40M | +117,341 | +6.0% | 4Q | SEC ↗ |
| 2 | Invesco Ltd. | 941,439 | $18M | +50,221 | +5.6% | 3Q | SEC ↗ |
| 3 | COOKSON PEIRCE & CO INC | 542,689 | $10M | +6,624 | +1.2% | 3Q | SEC ↗ |
| 4 | LPL Financial LLC | 506,383 | $10M | +124,649 | +32.7% | 3Q | SEC ↗ |
| 5 | Carolina Wealth Advisors, LLC | 292,847 | $6M | +5,156 | +1.8% | 5Q | SEC ↗ |
| 6 | GILL CAPITAL PARTNERS, LLC | 244,837 | $5M | +45,984 | +23.1% | 4Q | SEC ↗ |
| 7 | JONES FINANCIAL COMPANIES LLLP | 221,385 | $4M | +90,198 | +68.8% | 2Q | SEC ↗ |
| 8 | Clark Asset Management, LLC | 211,938 | $4M | +73,596 | +53.2% | 4Q | SEC ↗ |
| 9 | STEPHENS INC /AR | 189,835 | $4M | +23,987 | +14.5% | 4Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 177,600 | $3M | +114,703 | +182.4% | 3Q | SEC ↗ |
| 11 | Carroll Advisory Group, LLC | 160,756 | $3M | +14,110 | +9.6% | 3Q | SEC ↗ |
| 12 | Equitable Holdings, Inc. | 160,610 | $3M | +45,268 | +39.2% | 3Q | SEC ↗ |
| 13 | MORGAN STANLEY | 155,274 | $3M | +62,555 | +67.5% | 3Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 145,565 | $3M | +30,508 | +26.5% | 3Q | SEC ↗ |
| 15 | Savvy Advisors, Inc. NEW | 136,922 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 16 | BCS Wealth Management | 134,922 | $3M | +13,211 | +10.9% | 3Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 133,501 | $3M | +13,910 | +11.6% | 4Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 132,956 | $3M | -20,804 | -13.5% | 2Q | SEC ↗ |
| 19 | LeClair Wealth Partners LLC NEW | 120,082 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 114,293 | $2M | +38,513 | +50.8% | 4Q | SEC ↗ |
| 21 | Infinity Wealth Counsel, LLC | 93,610 | $2M | +16,240 | +21.0% | 4Q | SEC ↗ |
| 22 | Ellevest, Inc. | 93,307 | $2M | +3,639 | +4.1% | 3Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 86,770 | $2M | +26,800 | +44.7% | 2Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors NEW | 81,911 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 77,986 | $2M | -23,961 | -23.5% | 3Q | SEC ↗ |
| 26 | BUTENSKY & COHEN FINANCIAL SECURITY, I | 74,316 | $1M | +6,083 | +8.9% | 4Q | SEC ↗ |
| 27 | Golden Reserve Retirement LLC | 70,864 | $1M | +19,279 | +37.4% | 3Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 65,662 | $1M | +20,321 | +44.8% | 3Q | SEC ↗ |
| 29 | JANE STREET GROUP, LLC | 58,373 | $1M | -51,999 | -47.1% | 4Q | SEC ↗ |
| 30 | NOVARE CAPITAL MANAGEMENT LLC | 55,821 | $1M | +15,737 | +39.3% | 4Q | SEC ↗ |
| 31 | Atria Investments, Inc | 53,015 | $1M | -82,361 | -60.8% | 3Q | SEC ↗ |
| 32 | Lido Advisors, LLC NEW | 48,621 | $935K | — | +0.0% | 1Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 48,559 | $934K | +13,138 | +37.1% | 3Q | SEC ↗ |
| 34 | HUB Investment Partners, LLC | 45,470 | $875K | +8,460 | +22.9% | 3Q | SEC ↗ |
| 35 | Farther Finance Advisors, LLC | 42,340 | $814K | +924 | +2.2% | 2Q | SEC ↗ |
| 36 | River Wealth Advisors LLC | 42,010 | $808K | +122 | +0.3% | 3Q | SEC ↗ |
| 37 | CFG Wealth Management Services, Inc. | 37,440 | $720K | — | +0.0% | 3Q | SEC ↗ |
| 38 | Asset Dedication, LLC | 36,721 | $706K | +27,990 | +320.6% | 2Q | SEC ↗ |
| 39 | J.W. COLE ADVISORS, INC. NEW | 33,491 | $644K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Opulen Financial Group LLC | 31,810 | $612K | +4,836 | +17.9% | 2Q | SEC ↗ |
| 41 | Concurrent Investment Advisors, LLC NEW | 31,739 | $610K | — | +0.0% | 1Q | SEC ↗ |
| 42 | DAVIS R M INC | 30,261 | $582K | +13,387 | +79.3% | 3Q | SEC ↗ |
| 43 | Independence Bank of Kentucky | 29,023 | $558K | +11,478 | +65.4% | 2Q | SEC ↗ |
| 44 | NorthAvenue LLC | 28,890 | $556K | +20,951 | +263.9% | 2Q | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. NEW | 25,000 | $481K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Hobbs Group Advisors, LLC | 19,721 | $379K | +245 | +1.3% | 4Q | SEC ↗ |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 18,283 | $352K | +2,167 | +13.4% | 2Q | SEC ↗ |
| 48 | STIFEL FINANCIAL CORP | 18,084 | $348K | +338 | +1.9% | 3Q | SEC ↗ |
| 49 | Addison Advisors LLC | 16,316 | $314K | +13,435 | +466.3% | 2Q | SEC ↗ |
| 50 | YANKCOM Partnership | 16,076 | $309K | +2,666 | +19.9% | 4Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Savvy Advisors, Inc. | 136,922 | $3M |
| LeClair Wealth Partners LLC | 120,082 | $2M |
| Cambridge Investment Research Advis | 81,911 | $2M |
| Lido Advisors, LLC | 48,621 | $935K |
| J.W. COLE ADVISORS, INC. | 33,491 | $644K |
| Concurrent Investment Advisors, LLC | 31,739 | $610K |
| Rockefeller Capital Management L.P. | 25,000 | $481K |
| Vestmark Advisory Solutions, Inc. | 11,286 | $217K |
| WELLS FARGO & COMPANY/MN | 5,874 | $113K |
| IMA Advisory Services, Inc. | 1,500 | $29K |
| PRIVATE TRUST CO NA | 1,063 | $20K |
| Atlantic Union Bankshares Corp | 502 | $10K |
| Steward Partners Investment Advisor | 255 | $5K |
| FMR LLC | 231 | $4K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JPMORGAN CHASE & CO | 241,435 | $5M |
| Sanctuary Advisors, LLC | 142,737 | $3M |
| MONECO ADVISORS, LLC | 70,144 | $1M |
| FLOW TRADERS U.S. LLC | 68,288 | $1M |
| Ledgewood Wealth Advisors, LLC | 37,206 | $716K |
| GOLDMAN SACHS GROUP INC | 17,885 | $344K |
| Advisory Services Network, LLC | 2,076 | $40K |
| Global Wealth Strategies & Associat | 1,460 | $28K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +124,649 | +32.7% | 506,383 |
| RAYMOND JAMES FINANCIAL INC | +117,341 | +6.0% | 2,089,056 |
| OSAIC HOLDINGS, INC. | +114,703 | +182.4% | 177,600 |
| JONES FINANCIAL COMPANIES LLLP | +90,198 | +68.8% | 221,385 |
| Clark Asset Management, LLC | +73,596 | +53.2% | 211,938 |
| MORGAN STANLEY | +62,555 | +67.5% | 155,274 |
| Invesco Ltd. | +50,221 | +5.6% | 941,439 |
| GILL CAPITAL PARTNERS, LLC | +45,984 | +23.1% | 244,837 |
| Equitable Holdings, Inc. | +45,268 | +39.2% | 160,610 |
| Cetera Investment Advisers | +38,513 | +50.8% | 114,293 |
| ENVESTNET ASSET MANAGEMENT INC | +30,508 | +26.5% | 145,565 |
| Asset Dedication, LLC | +27,990 | +320.6% | 36,721 |
| BANK OF AMERICA CORP /DE | +26,800 | +44.7% | 86,770 |
| STEPHENS INC /AR | +23,987 | +14.5% | 189,835 |
| NorthAvenue LLC | +20,951 | +263.9% | 28,890 |
| MML INVESTORS SERVICES, LLC | +20,321 | +44.8% | 65,662 |
| Golden Reserve Retirement LLC | +19,279 | +37.4% | 70,864 |
| Infinity Wealth Counsel, LLC | +16,240 | +21.0% | 93,610 |
| NOVARE CAPITAL MANAGEMENT LLC | +15,737 | +39.3% | 55,821 |
| Carroll Advisory Group, LLC | +14,110 | +9.6% | 160,756 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Atria Investments, Inc | -82,361 | -60.8% | 53,015 |
| JANE STREET GROUP, LLC | -51,999 | -47.1% | 58,373 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -23,961 | -23.5% | 77,986 |
| CITADEL ADVISORS LLC | -20,804 | -13.5% | 132,956 |
| Legacy Wealth Partners, LLC | -3,308 | -20.3% | 12,977 |