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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
FCI
251
Financial Counselors Inc
Kansas
$256K +$258K +12,729 New
DC
252
Davenport & Co
Virginia
$256K +$258K +12,695 New
DCM
253
Davis Capital Management
Florida
$253K -$4.99K -246 -2%
LFG
254
Larson Financial Group
Missouri
$252K -$9.88K -487 -4%
NWAG
255
Net Worth Advisory Group
Utah
$243K +$9.94K +490 +4%
MIH
256
Meitav Investment House
Israel
$238K -$36.7K -1,811 -13%
FCM
257
Fourpath Capital Management
Oklahoma
$229K +$193K +9,511 +515%
KPWS
258
Kestra Private Wealth Services
Texas
$228K -$446 -22 -0.2%
LA
259
Latitude Advisors
Florida
$225K +$1.38K +68 +0.6%
QP
260
Quartz Partners
New York
$225K +$226K +11,158 New
PTC
261
Private Trust Company
Ohio
$221K +$67.2K +3,312 +43%
BEI
262
Benjamin Edwards Inc
Missouri
$216K +$7.99K +394 +4%
BFA
263
Bill Few Associates
Pennsylvania
$211K +$213K +10,480 New
AFG
264
Atomi Financial Group
New York
$210K +$212K +10,436 New
BFS
265
BridgePort Financial Solutions
Iowa
$205K +$204K +10,080 New
FFG
266
Foundry Financial Group
New Hampshire
$201K
CIAS
267
Capital Investment Advisory Services
North Carolina
$201K +$568 +28 +0.3%
MFC
268
Morris Financial Concepts
South Carolina
$195K
RWM
269
Rialto Wealth Management
New York
$162K +$163K +8,026 New
SPIA
270
Steward Partners Investment Advisory
New York
$161K +$25.7K +1,266 +19%
AIM
271
Anchor Investment Management
South Carolina
$154K +$89.2K +4,400 +135%
UCB
272
United Community Bank
South Carolina
$111K +$112K +5,500 New
FWP
273
FAS Wealth Partners
Kansas
$104K +$1.2K +59 +1%
AF
274
Advisornet Financial
Minnesota
$100K +$19.6K +966 +24%
KIG
275
Kessler Investment Group
Indiana
$86.1K +$8.82K +435 +11%

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.