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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

58 hedge funds and large institutions have $168M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 57 → 58 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6.32% less ownership

Funds ownership: 80.54% → 74.22% (-6.3%)

28% less capital invested

Capital invested by funds: $234M → $168M (-$65.8M)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
32
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$7.74M
2
Wells Fargo
Wells Fargo
California
+$7.02M
3
BAM
Bruderman Asset Management
New York
+$2.94M
4
MFWM
Motley Fool Wealth Management
Virginia
+$1.67M
5
EB
Eastern Bank
Massachusetts
+$1.29M

Top Sellers

1
SRC
Shufro Rose & Co
New York
-$87.4M
2
CG
Colony Group
Massachusetts
-$2.58M
3
LCC
Lincoln Capital Corp
Rhode Island
-$639K
4
LPL Financial
LPL Financial
California
-$323K
5
Jane Street
Jane Street
New York
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Apella Capital
Connecticut
$692K -$160K -6,886 -19%
RMDI
27
R.M. Davis Inc
Maine
$650K +$298K +12,865 +83%
YIA
28
YHB Investment Advisors
Connecticut
$633K +$141K +6,081 +28%
EI
29
Ellevest Inc
New York
$600K -$2.02K -87 -0.3%
TF
30
TLWM Financial
Texas
$517K – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$447K – – –
RJA
32
Raymond James & Associates
Florida
$411K -$29.4K -1,270 -7%
NFG
33
Nations Financial Group
Iowa
$405K +$174K +7,500 +74%
SWM
34
Segment Wealth Management
Texas
$385K +$78.8K +3,400 +25%
NFSG
35
Newbridge Financial Services Group
Florida
$363K +$367K +15,826 New
FNWM
36
Financial Network Wealth Management
Utah
$357K – – –
LPL Financial
37
LPL Financial
California
$332K -$323K -13,942 -49%
AIP
38
Ameritas Investment Partners
Nebraska
$271K +$33.8K +1,457 +14%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$263K +$15.1K +652 +6%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$252K -$1.34K -58 -0.5%
FAM
41
Flaharty Asset Management
Florida
$247K +$250K +10,785 New
NCG
42
Newport Capital Group
New Jersey
$244K – – –
MMM
43
Mendel Money Management
Illinois
$243K – – –
CIC
44
Carnegie Investment Counsel
Ohio
$243K +$3.06K +132 +1%
FCB
45
First Command Bank
Texas
$236K +$3.57K +154 +2%
FCFS
46
First Command Financial Services
Texas
$236K +$3.57K +154 +2%
CA
47
Cetera Advisors
Colorado
$205K +$208K +8,960 New
SPIA
48
Steward Partners Investment Advisory
New York
$184K +$183K +7,879 +5,836%
CIAS
49
Capital Investment Advisory Services
North Carolina
$140K +$139 +6 +0.1%
SBL
50
Sargent Bickham Lagudis
Colorado
$131K – – –
1
2
3

BSCS Hedge Fund Activity: Q3 2021 in Review

58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q3 2021, worth a combined $168M — down 28% from $234M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSCS positions and 5 closed out — a net gain of 1 holder — while 32 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $7.74M. The largest seller was Shufro Rose & Co, exiting entirely with an estimated $87.4M sold.

  • 58 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q3 2021, up from 57 in Q2 2021.
  • Funds reported $168M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q3 2021, down 28% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q3 2021 and 5 closed out, a net change of +1 holder.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q3 2021 was Citadel Advisors, an estimated $7.74M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q3 2021 was Shufro Rose & Co, an estimated $87.4M sold.

Based on aggregated 13F filings for Q3 2021.