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Invesco BulletShares 2028 Corporate Bond ETF

77 hedge funds and large institutions have $240M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $182M → $240M (+$57.3M)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

17% more funds holding

Funds holding: 6677 (+11)

2.52% more ownership

Funds ownership: 73.36%75.89% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
25
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KMC
26
Kirr Marbach & Co
Indiana
$1.62M -$2.43K -121 -0.1%
ECM
27
Exchange Capital Management
Michigan
$1.58M +$10.6K +528 +0.6%
EWM
28
Empirical Wealth Management
Washington
$1.54M +$63.1K +3,146 +4%
Stifel Financial
29
Stifel Financial
Missouri
$1.39M +$66.6K +3,318 +5%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.08M +$7.88K +393 +0.7%
UBS Group
31
UBS Group
Switzerland
$1.01M +$229K +11,394 +27%
BCFS
32
Butensky & Cohen Financial Security
Florida
$965K -$4.47K -223 -0.4%
SBL
33
Sargent Bickham Lagudis
Colorado
$855K -$22.6K -1,125 -2%
RMDI
34
R.M. Davis Inc
Maine
$819K -$4.92K -245 -0.6%
RJA
35
Raymond James & Associates
Florida
$778K -$27.7K -1,383 -3%
RFN
36
Redwood Financial Network
Ohio
$753K -$4.78K -238 -0.6%
CIA
37
Capital Investment Advisors
Georgia
$741K -$53.4K -2,660 -6%
Franklin Resources
38
Franklin Resources
California
$726K
4FG
39
4Thought Financial Group
New York
$691K -$6.88K -343 -0.9%
AC
40
Apella Capital
Connecticut
$514K -$281 -14 -0.1%
SAM
41
Sawgrass Asset Management
Florida
$490K
SPWM
42
Straight Path Wealth Management
Michigan
$471K +$26.3K +1,310 +6%
EI
43
Ellevest Inc
New York
$454K -$16.5K -822 -3%
NCG
44
Newport Capital Group
New Jersey
$417K +$214K +10,654 +100%
AIP
45
Ameritas Investment Partners
Nebraska
$396K +$49.3K +2,457 +13%
SWP
46
Summit Wealth Partners
Florida
$348K +$122K +6,100 +50%
NFG
47
Nations Financial Group
Iowa
$338K
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$314K +$330K +16,424 New
NFSG
49
Newbridge Financial Services Group
Florida
$303K
CFCI
50
Comprehensive Financial Consultants Institutional
Indiana
$288K +$9.75K +486 +3%

BSCS Hedge Fund Activity: Q3 2022 in Review

77 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q3 2022, worth a combined $240M — up 31% from $182M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSCS positions and 4 closed out — a net gain of 11 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $27.6M. The largest seller was Wells Fargo, cutting an estimated $4.74M.

  • 77 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q3 2022, up from 66 in Q2 2022.
  • Funds reported $240M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q3 2022, up 31% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q3 2022 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q3 2022 was Aptus Capital Advisors, an estimated $27.6M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q3 2022 was Wells Fargo, an estimated $4.74M sold.

Based on aggregated 13F filings for Q3 2022.