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Invesco BulletShares 2028 Corporate Bond ETF

46 hedge funds and large institutions have $114M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

26% more capital invested

Capital invested by funds: $90.6M → $114M (+$23.2M)

10% more funds holding

Funds holding: 4246 (+4)

2.88% more ownership

Funds ownership: 66.97%69.85% (+2.9%)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$542K -$20.4K -875 -4%
MMM
27
Mendel Money Management
Illinois
$510K -$11.6K -499 -2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$437K +$47.5K +2,038 +12%
RJA
29
Raymond James & Associates
Florida
$397K +$55K +2,361 +16%
HA
30
Harfst & Associates
Wyoming
$336K
ISB
31
Iowa State Bank
Iowa
$303K +$299K +12,840 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$283K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$278K +$163 +7 +0.1%
Comerica Bank
34
Comerica Bank
Texas
$268K
NCG
35
Newport Capital Group
New Jersey
$252K +$248K +10,654 New
CPIG
36
Chicago Partners Investment Group
Illinois
$215K +$723 +31 +0.3%
AIP
37
Ameritas Investment Partners
Nebraska
$197K +$153K +6,552 +364%
CIAS
38
Capital Investment Advisory Services
North Carolina
$144K
IBOK
39
Independence Bank of Kentucky
Kentucky
$102K
Osaic Holdings
40
Osaic Holdings
Arizona
$100K +$11.7K +500 +14%
BII
41
Bainco International Investors
Massachusetts
$32K +$31.5K +1,350 New
ST
42
Smithfield Trust
Pennsylvania
$26K -$583 -25 -2%
HFA
43
HC Financial Advisors
California
$14K
KFI
44
Key Financial Inc
Pennsylvania
$10K +$9.86K +423 New
MFT
45
Moisand Fitzgerald Tamayo
Florida
$5K
SPIA
46
Steward Partners Investment Advisory
New York
$3K -$83.9K -3,599 -96%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$1.78M -76,949 Closed
LCC
48
Lincoln Capital Corp
Rhode Island
-$479K -20,712 Closed
ASN
49
Advisory Services Network
Georgia
-$122K -5,245 Closed

BSCS Hedge Fund Activity: Q4 2020 in Review

46 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2020, worth a combined $114M — up 26% from $90.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSCS positions and 3 closed out — a net gain of 4 holders — while 23 added to existing stakes and 9 trimmed.

The largest buyer was Motley Fool Wealth Management, adding an estimated $9.61M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.78M sold.

  • 46 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2020, up from 42 in Q3 2020.
  • Funds reported $114M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2020 and 3 closed out, a net change of +4 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2020 was Motley Fool Wealth Management, an estimated $9.61M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2020.