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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

38 hedge funds and large institutions have $65.8M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

36% more funds holding

Funds holding: 28 → 38 (+10)

33% more capital invested

Capital invested by funds: $49.5M → $65.8M (+$16.3M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

1.74% less ownership

Funds ownership: 68.1% → 66.36% (-1.7%)

Holders
38
Holders Change
+10
Holders Change %
+35.71%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
10
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EB
Eastern Bank
Massachusetts
+$15.6M
2
PV
Private Vista
Illinois
+$3.67M
3
Wolverine Trading
Wolverine Trading
Illinois
+$1.35M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$992K

Top Sellers

1
Jane Street
Jane Street
New York
-$4.42M
2
MFWM
Motley Fool Wealth Management
Virginia
-$1.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.01M
4
HighTower Advisors
HighTower Advisors
Illinois
-$227K
5
CPIG
Chicago Partners Investment Group
Illinois
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
26
Key Financial Inc
Pennsylvania
$116K +$123K +5,645 New
ASN
27
Advisory Services Network
Georgia
$108K – – –
IBOK
28
Independence Bank of Kentucky
Kentucky
$89K – – –
BII
29
Bainco International Investors
Massachusetts
$65K +$69.3K +3,170 New
DCM
30
Davis Capital Management
Florida
$49K +$51.6K +2,360 New
Osaic Holdings
31
Osaic Holdings
Arizona
$40K +$42K +1,920 New
FCA
32
FinTrust Capital Advisors
South Carolina
$21K -$23.3K -1,064 -52%
ST
33
Smithfield Trust
Pennsylvania
$20K -$5.03K -230 -20%
AIP
34
Ameritas Investment Partners
Nebraska
$20K -$2.19K -100 -9%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
HFA
36
HC Financial Advisors
California
$12K +$13.1K +597 New
FANJ
37
Financial Architects (New Jersey)
New Jersey
$11K – – –
PMFA
38
Plante Moran Financial Advisors
Michigan
$3K +$3.17K +145 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– -$1.01M -45,702 Closed
HighTower Advisors
40
HighTower Advisors
Illinois
– -$227K -10,314 Closed
1
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BSCS Hedge Fund Activity: Q1 2020 in Review

38 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q1 2020, worth a combined $65.8M — up 33% from $49.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSCS positions and 2 closed out — a net gain of 13 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Eastern Bank, opening a new position worth an estimated $15.6M. The largest seller was Jane Street, cutting an estimated $4.42M.

  • 38 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q1 2020, up from 28 in Q4 2019.
  • Funds reported $65.8M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q1 2020, up 33% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q1 2020 and 2 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q1 2020 was Eastern Bank, an estimated $15.6M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q1 2020 was Jane Street, an estimated $4.42M sold.

Based on aggregated 13F filings for Q1 2020.