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Invesco BulletShares 2028 Corporate Bond ETF

305 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, 170 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 14

278% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 45

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

17% more capital invested

Capital invested by funds: $1.49B → $1.74B (+$252M)

17% more funds holding

Funds holding: 261305 (+44)

2.25% more ownership

Funds ownership: 76.18%78.43% (+2.3%)

Holders
305
Holders Change
+44
Holders Change %
+16.86%
% of All Funds
4.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
63
Increased
170
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
226
NFP Retirement Inc
California
$400K
SIC
227
Sigma Investment Counselors
Michigan
$393K -$30.6K -1,507 -7%
OIA
228
OneDigital Investment Advisors
Kansas
$384K +$168K +8,263 +76%
CBT
229
Crews Bank & Trust
Florida
$369K +$372K +18,330 New
APA
230
Astoria Portfolio Advisors
New York
$365K +$22.1K +1,089 +6%
OC
231
Oarsman Capital
Wisconsin
$360K +$362K +17,862 New
CWM
232
Cordatus Wealth Management
Pennsylvania
$356K +$359K +17,692 New
CIBC World Market
233
CIBC World Market
Ontario, Canada
$350K
FFIC
234
First Fiduciary Investment Counsel
Ohio
$347K +$125K +6,155 +56%
IFG
235
Independent Financial Group
California
$347K +$24.4K +1,205 +8%
DAS
236
Dynamic Advisor Solutions
Arizona
$337K +$339K +16,737 New
AIFAIM
237
American Institute for Advanced Investment Management
Arizona
$334K +$127K +6,285 +61%
WA
238
Waverly Advisors
Alabama
$333K +$54.8K +2,700 +19%
LWL
239
Leo Wealth LLC
Texas
$313K +$316K +15,571 New
BFG
240
Beacon Financial Group
Texas
$312K
CB
241
Chris Bulman
California
$309K +$507 +25 +0.2%
RSWM
242
Robertson Stephens Wealth Management
California
$307K
ACP
243
Aveo Capital Partners
Colorado
$306K +$3.49K +172 +1%
TCM
244
Tassel Capital Management
North Carolina
$301K +$303K +14,939 New
KV
245
Kickstand Ventures
New York
$286K +$288K +14,217 New
SWP
246
Summit Wealth Partners
Florida
$283K +$953 +47 +0.3%
PS
247
Principal Securities
Iowa
$273K +$17.6K +869 +7%
YWM
248
Yoder Wealth Management
California
$271K
KP
249
Keel Point
Alabama
$270K +$223 +11 +0.1%
EA
250
Everpar Advisors
Oklahoma
$265K +$267K +13,163 New

BSCS Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2024, worth a combined $1.74B — up 17% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BSCS positions and 14 closed out — a net gain of 49 holders — while 170 added to existing stakes and 45 trimmed.

The largest buyer was Fusion Family Wealth, opening a new position worth an estimated $31.6M. The largest seller was Motley Fool Wealth Management, cutting an estimated $7.33M.

  • 305 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2024, up from 261 in Q3 2024.
  • Funds reported $1.74B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 63 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2024 and 14 closed out, a net change of +49 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2024 was Fusion Family Wealth, an estimated $31.6M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2024 was Motley Fool Wealth Management, an estimated $7.33M sold.

Based on aggregated 13F filings for Q4 2024.