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Invesco BulletShares 2028 Corporate Bond ETF

239 hedge funds and large institutions have $1.29B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 38

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

12% more capital invested

Capital invested by funds: $1.15B → $1.29B (+$139M)

8% more funds holding

Funds holding: 221239 (+18)

0.03% less ownership

Funds ownership: 77.02%76.99% (-0.03%)

Holders
239
Holders Change
+18
Holders Change %
+8.14%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
35
Increased
142
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
226
Eagle Bay Advisors
New York
$29.9K
IAIM
227
International Assets Investment Management
Florida
$21.8K +$21.8K +1,094 New
WBC
228
West Branch Capital
Massachusetts
$21.1K
ST
229
Smithfield Trust
Pennsylvania
$21K +$239 +12 +1%
AP
230
Aspect Partners
Virginia
$19.5K
AssetMark Inc
231
AssetMark Inc
California
$16.3K +$16.2K +816 New
CB
232
Community Bank
New York
$15.1K
TSWM
233
Tyler-Stone Wealth Management
Ohio
$14K +$13.9K +700 New
DPW
234
DiNuzzo Private Wealth
Pennsylvania
$8.64K
FPB
235
First PREMIER Bank
South Dakota
$6K
ATPW
236
Ashton Thomas Private Wealth
Arizona
$4.01K +$4K +201 New
MFS
237
Mattson Financial Services
Michigan
$2.81K +$2.81K +141 New
FFA
238
Farther Finance Advisors
California
$817 +$816 +41 New
CFGS
239
Concourse Financial Group Securities
Alabama
$658
MTIC
240
Missouri Trust & Investment Company
Missouri
$479
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
-$10.6M -529,939 Closed
Jane Street
242
Jane Street
New York
-$9.35M -465,979 Closed
PA
243
Procyon Advisors
Connecticut
-$3.18M -158,307 Closed
Citadel Advisors
244
Citadel Advisors
Florida
-$1.32M -65,812 Closed
SPC
245
Sigma Planning Corp
Michigan
-$653K -32,553 Closed
FIM
246
Freedom Investment Management
Connecticut
-$217K -10,821 Closed
DWG
247
Darden Wealth Group
Michigan
-$201K -10,000 Closed
FFG
248
Foundry Financial Group
New Hampshire
-$201K -9,995 Closed
MIFH
249
Migdal Insurance & Financial Holdings
Israel
-$114K -5,700 Closed
CA
250
CoreCap Advisors
Michigan
-$85.4K -4,253 Closed

BSCS Hedge Fund Activity: Q2 2024 in Review

239 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q2 2024, worth a combined $1.29B — up 12% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCS positions and 14 closed out — a net gain of 21 holders — while 142 added to existing stakes and 38 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.4M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $10.6M sold.

  • 239 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q2 2024, up from 221 in Q1 2024.
  • Funds reported $1.29B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q2 2024 and 14 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.4M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q2 2024 was Janney Montgomery Scott, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2024.