We are live on ! Find out more
BSCS icon

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
MFS
301
Mattson Financial Services
Michigan
$2.9K
CT
302
Caldwell Trust
Florida
$2.62K
GI
303
GS Investments
Minnesota
$1.51K -$87.2K -4,300 -98%
CFGS
304
Concourse Financial Group Securities
Alabama
$666
NFSG
305
Newbridge Financial Services Group
Florida
$523 -$290K -14,300 -100%
MTIC
306
Missouri Trust & Investment Company
Missouri
$483
WWM
307
WJ Wealth Management
Arizona
-$6.6M -320,915 Closed
SFC
308
SYM Financial Corp
Indiana
-$3.8M -185,000 Closed
HSWS
309
Higgins & Schmidt Wealth Strategies
Colorado
-$882K -42,915 Closed
MFP
310
Meridian Financial Partners
Virginia
-$476K -23,170 Closed
SCA
311
Snowden Capital Advisors
New York
-$424K -20,611 Closed
HF
312
HRT Financial
New York
-$352K -17,164 Closed
GCA
313
Genesee Capital Advisors
New York
-$260K -12,650 Closed
TCA
314
Transcend Capital Advisors
New Jersey
-$253K -12,313 Closed
ASN
315
Advisory Services Network
Georgia
-$243K -12,159 Closed
NF
316
Nikulski Financial
Iowa
-$205K -9,950 Closed
HGERS
317
Householder Group Estate & Retirement Specialist
Arizona
-$48K -2,369 Closed
LWCFA
318
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$25.7K -1,265 Closed
RSA
319
River Street Advisors
Illinois
-$14.9K -725 Closed
FFA
320
Farther Finance Advisors
California
-$843 -41 Closed

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.