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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

55 hedge funds and large institutions have $136M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $114M → $136M (+$22.4M)

20% more funds holding

Funds holding: 46 → 55 (+9)

2.01% more ownership

Funds ownership: 69.85% → 71.86% (+2%)

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
27
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.81M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.85M
3
Jane Street
Jane Street
New York
+$5.68M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.7M
5
EB
Eastern Bank
Massachusetts
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
AIM
Anchor Investment Management
South Carolina
-$2.62M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.51M
3
ADL
Asset Dedication LLC
California
-$1.86M
4
AC
Apella Capital
Connecticut
-$313K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$283K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$604K +$88.3K +3,824 +17%
EI
27
Ellevest Inc
New York
$602K +$84.9K +3,680 +16%
TF
28
TLWM Financial
Texas
$509K +$520K +22,536 New
HighTower Advisors
29
HighTower Advisors
Illinois
$449K -$182K -7,904 -28%
Osaic Holdings
30
Osaic Holdings
Arizona
$433K +$346K +14,998 +357%
RJA
31
Raymond James & Associates
Florida
$431K +$53.5K +2,318 +14%
FNWM
32
Financial Network Wealth Management
Utah
$351K +$359K +15,564 New
HA
33
Harfst & Associates
Wyoming
$321K – – –
SWM
34
Segment Wealth Management
Texas
$302K +$309K +13,400 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$274K +$8.31K +360 +3%
MMM
36
Mendel Money Management
Illinois
$269K -$223K -9,659 -45%
RMDI
37
R.M. Davis Inc
Maine
$247K +$253K +10,945 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$247K +$253K +10,947 New
NCG
39
Newport Capital Group
New Jersey
$240K – – –
AIP
40
Ameritas Investment Partners
Nebraska
$238K +$51K +2,208 +26%
YIA
41
YHB Investment Advisors
Connecticut
$210K +$212K +9,201 New
CIAS
42
Capital Investment Advisory Services
North Carolina
$137K – – –
SBL
43
Sargent Bickham Lagudis
Colorado
$129K +$132K +5,698 New
IBOK
44
Independence Bank of Kentucky
Kentucky
$97K – – –
HI
45
Harbour Investments
Wisconsin
$50K +$51.6K +2,235 New
SPIA
46
Steward Partners Investment Advisory
New York
$32.8K +$30.4K +1,317 +976%
ST
47
Smithfield Trust
Pennsylvania
$26K +$1.15K +50 +4%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$17K +$17.4K +755 New
HFA
49
HC Financial Advisors
California
$13K – – –
KFI
50
Key Financial Inc
Pennsylvania
$10K – – –
1
2
3

BSCS Hedge Fund Activity: Q1 2021 in Review

55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q1 2021, worth a combined $136M — up 20% from $114M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSCS positions and 4 closed out — a net gain of 11 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.81M. The largest seller was Anchor Investment Management, cutting an estimated $2.62M.

  • 55 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q1 2021, up from 46 in Q4 2020.
  • Funds reported $136M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q1 2021, up 20% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q1 2021 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $8.81M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q1 2021 was Anchor Investment Management, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2021.