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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

72 hedge funds and large institutions have $177M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

24% more funds holding

Funds holding: 58 → 72 (+14)

5% more capital invested

Capital invested by funds: $168M → $177M (+$8.89M)

1.32% more ownership

Funds ownership: 74.22% → 75.54% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
23
Reduced
22
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$4.13M
2
LPT
Legacy Private Trust
Wisconsin
+$2.92M
3
CPC
Cookson Peirce & Co
Pennsylvania
+$2.78M
4
SCA
Stonebridge Capital Advisors
Minnesota
+$2.68M
5
Morgan Stanley
Morgan Stanley
New York
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.5M
2
BAM
Bruderman Asset Management
New York
-$2.56M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.93M
4
ISB
Iowa State Bank
Iowa
-$685K
5
CG
Colony Group
Massachusetts
-$671K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$870K +$165K +7,250 +23%
Franklin Resources
27
Franklin Resources
California
$861K -$22.8K -1,000 -3%
4FG
28
4Thought Financial Group
New York
$820K +$13.8K +604 +2%
RJA
29
Raymond James & Associates
Florida
$724K +$319K +13,991 +78%
YIA
30
YHB Investment Advisors
Connecticut
$716K +$89.6K +3,934 +14%
AC
31
Apella Capital
Connecticut
$654K -$30.8K -1,353 -4%
EI
32
Ellevest Inc
New York
$594K +$114 +5 +0%
Invesco
33
Invesco
Georgia
$529K +$531K +23,332 New
TF
34
TLWM Financial
Texas
$415K -$96.9K -4,253 -19%
AIP
35
Ameritas Investment Partners
Nebraska
$408K +$140K +6,155 +52%
NFG
36
Nations Financial Group
Iowa
$401K – – –
NFSG
37
Newbridge Financial Services Group
Florida
$359K – – –
FNWM
38
Financial Network Wealth Management
Utah
$353K – – –
SPWM
39
Straight Path Wealth Management
Michigan
$348K +$349K +15,327 New
BAM
40
Bruderman Asset Management
New York
$328K -$2.56M -112,451 -89%
LPL Financial
41
LPL Financial
California
$322K -$6.42K -282 -2%
ISB
42
Iowa State Bank
Iowa
$321K -$685K -30,082 -68%
CA
43
Cetera Advisors
Colorado
$317K +$114K +5,006 +56%
HighTower Advisors
44
HighTower Advisors
Illinois
$302K -$141K -6,210 -32%
CFCI
45
Comprehensive Financial Consultants Institutional
Indiana
$294K +$309K +13,587 New
CIC
46
Carnegie Investment Counsel
Ohio
$263K +$22.8K +1,000 +9%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$256K -$4.1K -180 -2%
FAM
48
Flaharty Asset Management
Florida
$245K – – –
SWM
49
Silverlake Wealth Management
Vermont
$243K +$244K +10,712 New
NCG
50
Newport Capital Group
New Jersey
$242K – – –
1
2
3

BSCS Hedge Fund Activity: Q4 2021 in Review

72 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2021, worth a combined $177M — up 5.3% from $168M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSCS positions and 1 closed out — a net gain of 14 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $4.13M. The largest seller was Royal Bank of Canada, cutting an estimated $5.5M.

  • 72 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2021, up from 58 in Q3 2021.
  • Funds reported $177M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2021, up 5.3% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2021 and 1 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2021 was Ameriprise, an estimated $4.13M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $5.5M sold.

Based on aggregated 13F filings for Q4 2021.