Invesco BulletShares 2028 Corporate Bond ETF

BSCS

時価総額 $35.3億

Defined-maturity bond ETFs sit in an odd corner of the fixed income world. They trade like ETFs, but they terminate on a fixed date and return cash to holders, behaving more like a single bond than a perpetual fund.

SNS Financial bought 470,696 shares of Invesco BulletShares 2028 Corporate Bond ETF, for a transaction value of roughly $9.7 million based on quarterly average pricing. The transaction represented 0.83% of the fund's 13F reportable assets under management (AUM).

Red Spruce Capital increased its BSCS holding by 235,496 shares in the first quarter; the estimated trade size was $4.84 million based on quarterly average price. Meanwhile, the quarter-end value of the BSCS position rose $5.13 million, reflecting both purchase activity and changes in market price.

Invesco's BulletShares ETFs allow investors to build customized fixed income portfolios. This can help meet specific maturity profiles, risk preferences, and investment goals Similar to individual bonds, BulletShares ETFs offer the potential for monthly income and a cash distribution at the fund's expected termination.

While ETF popularity continues to grow, education remains key. Some advisors and investors use ETFs along with mutual funds or individual securities.

Markets are steadily preparing for the Federal Reserve to begin cutting interest rates in the coming months. Recent analysis from Invesco chief global market strategist Kristina Hooper evaluated how they responded to economic indicators in March.

January 2024 is likely to be remembered for the strong launch of 10 new spot bitcoin ETFs and the uplisting of the Grayscale Bitcoin ETF (GBTC). While we continue to support advisor education about cryptocurrency investing, there are other ETF trends emerging in the first few weeks of the year.

Four funds in Invesco's lineup of fixed income ETFs saw strong flows in November. Last month, investors largely chose to stay investment grade while stretching out duration a bit further.