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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

261 hedge funds and large institutions have $1.49B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 36

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.29B → $1.49B (+$201M)

9% more funds holding

Funds holding: 239 → 261 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

0.82% less ownership

Funds ownership: 76.99% → 76.18% (-0.82%)

Holders
261
Holders Change
+22
Holders Change %
+9.21%
% of All Funds
3.75%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
152
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$33.5M
2
Wells Fargo
Wells Fargo
California
+$26M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$11.3M
4
ACA
Aptus Capital Advisors
Alabama
+$8.16M
5
Invesco
Invesco
Georgia
+$7.09M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$16.9M
2
SFC
Strategic Financial Concepts
Texas
-$7.25M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.96M
5
EH
Equitable Holdings
New York
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
NF
226
Nikulski Financial
Iowa
$205K -$4.07K -200 -2%
MFC
227
Morris Financial Concepts
South Carolina
$200K +$198K +9,708 New
GI
228
GAMMA Investing
California
$174K +$93.9K +4,610 +120%
PTC
229
Private Trust Company
Ohio
$157K +$68.8K +3,380 +79%
SPIA
230
Steward Partners Investment Advisory
New York
$139K -$7.9K -388 -5%
EWA
231
EP Wealth Advisors
California
$106K +$105K +5,155 New
FWP
232
FAS Wealth Partners
Kansas
$105K +$1.22K +60 +1%
GI
233
GS Investments
Minnesota
$90K – – –
AF
234
Advisornet Financial
Minnesota
$82.8K +$183 +9 +0.2%
KIG
235
Kessler Investment Group
Indiana
$79K -$285 -14 -0.4%
MAM
236
Marquette Asset Management
Minnesota
$79K – – –
AIP
237
Ameritas Investment Partners
Nebraska
$72.2K -$35.2K -1,729 -33%
AIM
238
Anchor Investment Management
South Carolina
$67.1K – – –
SIC
239
SJS Investment Consulting
Ohio
$65.6K – – –
VWWMG
240
Vermillion & White Wealth Management Group
Pennsylvania
$63.8K – – –
US Bancorp
241
US Bancorp
Minnesota
$62.3K – – –
GRP
242
Global Retirement Partners
California
$51.9K – – –
OSNBOA
243
Old Second National Bank of Aurora
Illinois
$50.4K +$49.9K +2,450 New
HGERS
244
Householder Group Estate & Retirement Specialist
Arizona
$48K +$550 +27 +1%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$40.8K +$4.28K +210 +12%
FCM
246
Fourpath Capital Management
Oklahoma
$38K +$37.6K +1,846 New
Fidelity Investments
247
Fidelity Investments
Massachusetts
$37.8K -$16.8K -823 -31%
EBA
248
Eagle Bay Advisors
New York
$30.8K – – –
LWCFA
249
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.7K +$25.8K +1,265 New
ST
250
Smithfield Trust
Pennsylvania
$23K +$387 +19 +2%
8 9
10
11 12

BSCS Hedge Fund Activity: Q3 2024 in Review

261 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q3 2024, worth a combined $1.49B — up 16% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BSCS positions and 15 closed out — a net gain of 26 holders — while 152 added to existing stakes and 36 trimmed.

The largest buyer was LPL Financial, adding an estimated $33.5M. The largest seller was Tradewinds Capital Management, cutting an estimated $16.9M.

  • 261 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q3 2024, up from 239 in Q2 2024.
  • Funds reported $1.49B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 41 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q3 2024 and 15 closed out, a net change of +26 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q3 2024 was LPL Financial, an estimated $33.5M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q3 2024 was Tradewinds Capital Management, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2024.