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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
WBC
251
West Branch Capital
Massachusetts
$21.7K – – –
AP
252
Aspect Partners
Virginia
$20K – – –
CB
253
Community Bank
New York
$16.1K +$611 +30 +4%
RSA
254
River Street Advisors
Illinois
$14.9K +$14.8K +725 New
DPW
255
DiNuzzo Private Wealth
Pennsylvania
$8.9K – – –
FPB
256
First PREMIER Bank
South Dakota
$6K – – –
TCM
257
Tradewinds Capital Management
Washington
$5.2K -$16.9M -831,575 -100%
MFS
258
Mattson Financial Services
Michigan
$2.81K – – –
CT
259
Caldwell Trust
Florida
$2.67K +$2.65K +130 New
FFA
260
Farther Finance Advisors
California
$843 – – –
CFGS
261
Concourse Financial Group Securities
Alabama
$678 – – –
MTIC
262
Missouri Trust & Investment Company
Missouri
$493 – – –
Susquehanna International Group
263
Susquehanna International Group
Pennsylvania
– -$3.66M -183,348 Closed
Renaissance Technologies
264
Renaissance Technologies
New York
– -$1.96M -98,091 Closed
TCCM
265
Timber Creek Capital Management
Massachusetts
– -$796K -39,894 Closed
SIAS
266
Summit Investment Advisory Services
Minnesota
– -$478K -23,982 Closed
Cerity Partners
267
Cerity Partners
New York
– -$410K -20,544 Closed
WAOI
268
Wealth Advisors of Iowa
Iowa
– -$389K -19,383 Closed
SFS
269
Solitude Financial Services
Virginia
– -$243K -12,160 Closed
WA
270
Wambolt & Associates
Colorado
– -$202K -10,156 Closed
GI
271
Gradient Investments
Minnesota
– -$71K -3,560 Closed
AWA
272
Alaska Wealth Advisors
Alaska
– -$63.8K -3,198 Closed
UWS
273
Unique Wealth Strategies
Illinois
– -$35.1K -1,750 Closed
IAIM
274
International Assets Investment Management
Florida
– -$21.8K -1,094 Closed
AssetMark Inc
275
AssetMark Inc
California
– -$16.3K -816 Closed
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.