Invesco BulletShares 2028 Corporate Bond ETF
BSCS
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.
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: 8 → 11 (+3)
12% more capital invested
Capital invested by funds: $1.15B → $1.29B (+$139M)
8% more funds holding
Funds holding: 221 → 239 (+18)
0.03% less ownership
Funds ownership: 77.02% → 76.99% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$46.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$16.9M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$16.6M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$11.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$10.6M |
| 2 |
Jane Street
New York
|
-$9.35M |
| 3 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$3.18M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.62M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GJIA
251
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$53.6K | -2,672 | Closed |
|
|
MG
252
Mather Group
Chicago,
Illinois
| – | -$9.04K | -446 | Closed |
|
|
FGAM
253
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$4.38K | -218 | Closed |
|
254
JP Morgan Chase
New York
| – | -$2.99K | -149 | 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.