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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

Overview Fund Activity

303 hedge funds and large institutions have $1.74B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 169 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+44
Holders Change %
+16.99%
% of All Funds
4.03%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
63
Increased
169
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFW
Fusion Family Wealth
New York
$31.4M
2
TA
TruWealth Advisors
Louisiana
$83.9M
3
MCM
MAI Capital Management
Ohio
$26.7M
4
Wells Fargo
Wells Fargo
California
$109M
5
IAA
Independent Advisor Alliance
North Carolina
$14.9M

Top Sellers

1
MFWM
Motley Fool Wealth Management
Virginia
$14.4M
2
WWM
WJ Wealth Management
Arizona
$0
3
PWA
Provenance Wealth Advisors
Florida
$1.55M
4
LPL Financial
LPL Financial
California
$87.2M
5
KAS
Kestra Advisory Services
Texas
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
226
NFP Retirement Inc
California
$400K – – –
SIC
227
Sigma Investment Counselors
Michigan
$393K -$30.3K -1,507 -7%
OIA
228
OneDigital Investment Advisors
Kansas
$384K +$166K +8,263 +76%
CBT
229
Crews Bank & Trust
Florida
$369K +$369K +18,330 New
APA
230
Astoria Portfolio Advisors
New York
$365K +$21.8K +1,089 +6%
OC
231
Oarsman Capital
Wisconsin
$360K +$360K +17,862 New
CWM
232
Cordatus Wealth Management
Pennsylvania
$356K +$356K +17,692 New
CIBC World Market
233
CIBC World Market
Ontario, Canada
$350K – – –
FFIC
234
First Fiduciary Investment Counsel
Ohio
$347K +$124K +6,155 +56%
DAS
235
Dynamic Advisor Solutions
Arizona
$337K +$337K +16,737 New
AIFAIM
236
American Institute for Advanced Investment Management
Arizona
$334K +$127K +6,285 +61%
WA
237
Waverly Advisors
Alabama
$333K +$54.4K +2,700 +19%
LWL
238
Leo Wealth LLC
Texas
$313K +$313K +15,571 New
BFG
239
Beacon Financial Group
Texas
$312K – – –
CB
240
Chris Bulman
California
$309K +$503 +25 +0.2%
RSWM
241
Robertson Stephens Wealth Management
California
$307K – – –
ACP
242
Aveo Capital Partners
Colorado
$306K +$3.46K +172 +1%
TCM
243
Tassel Capital Management
North Carolina
$301K +$301K +14,939 New
KV
244
Kickstand Ventures
New York
$286K +$286K +14,217 New
SWP
245
Summit Wealth Partners
Florida
$283K +$946 +47 +0.3%
PS
246
Principal Securities
Iowa
$273K +$17.5K +869 +7%
YWM
247
Yoder Wealth Management
California
$271K – – –
KP
248
Keel Point
Alabama
$270K +$221 +11 +0.1%
EA
249
Everpar Advisors
Oklahoma
$265K +$265K +13,163 New
FCI
250
Financial Counselors Inc
Kansas
$256K +$256K +12,729 New
8 9
10
11 12