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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
MAM
276
Marquette Asset Management
Minnesota
$77.3K
SIC
277
SJS Investment Consulting
Ohio
$64.2K
VWWMG
278
Vermillion & White Wealth Management Group
Pennsylvania
$62.5K
CB
279
Community Bank
New York
$62.1K +$46.7K +2,300 +293%
US Bancorp
280
US Bancorp
Minnesota
$61K
AIP
281
Ameritas Investment Partners
Nebraska
$60.1K -$10.7K -527 -15%
GRP
282
Global Retirement Partners
California
$56.9K +$6.08K +300 +12%
OSNBOA
283
Old Second National Bank of Aurora
Illinois
$49.3K
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$36.1K -$3.9K -192 -10%
OP
285
ORG Partners
Indiana
$34K +$34.2K +1,688 New
EBA
286
Eagle Bay Advisors
New York
$30.2K
TWM
287
Topsail Wealth Management
North Carolina
$26.8K +$27K +1,330 New
ST
288
Smithfield Trust
Pennsylvania
$22K
WBC
289
West Branch Capital
Massachusetts
$21.3K
AWM
290
AE Wealth Management
Kansas
$20.7K +$20.9K +1,028 New
AP
291
Aspect Partners
Virginia
$19.6K
Fidelity Investments
292
Fidelity Investments
Massachusetts
$14.4K -$22.8K -1,124 -61%
UBS AM
293
UBS AM
Illinois
$12.5K +$12.6K +622 New
RPA
294
Redwood Park Advisors
California
$10.1K +$10.2K +502 New
VHAM
295
Van Hulzen Asset Management
California
$10.1K +$10.1K +500 New
BTD
296
BankPlus Trust Department
Mississippi
$9.06K +$9.13K +450 New
DPW
297
DiNuzzo Private Wealth
Pennsylvania
$8.72K
FMB
298
Field & Main Bank
Kentucky
$8.25K +$8.32K +410 New
JP Morgan Chase
299
JP Morgan Chase
New York
$7.79K -$2.92M -144,196 -100%
FPB
300
First PREMIER Bank
South Dakota
$6K

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.