BSCS icon

Invesco BulletShares 2028 Corporate Bond ETF

105 hedge funds and large institutions have $314M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+28
Holders Change %
+36.36%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
44
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.14M -$1.48M -75,571 -41%
HWM
27
Horizons Wealth Management
North Carolina
$2.14M +$2.08M +105,715 +3,472%
OLA
28
Oliver Luxxe Assets
New Jersey
$2.11M +$32K +1,629 +2%
SFA
29
Souders Financial Advisors
Ohio
$1.88M +$165K +8,391 +10%
Invesco
30
Invesco
Georgia
$1.88M -$815K -41,525 -30%
MGIA
31
Matthew Goff Investment Advisor
Texas
$1.84M +$1.84M +93,844 New
Stifel Financial
32
Stifel Financial
Missouri
$1.79M +$363K +18,502 +25%
RJA
33
Raymond James & Associates
Florida
$1.73M +$936K +47,705 +117%
ECM
34
Exchange Capital Management
Michigan
$1.65M +$24.2K +1,233 +1%
EWM
35
Empirical Wealth Management
Washington
$1.63M +$50.2K +2,561 +3%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.48M +$379K +19,305 +34%
GCM
37
G2 Capital Management
Ohio
$1.38M +$1.38M +70,499 New
CAM
38
Clark Asset Management
New Hampshire
$1.38M +$1.38M +70,189 New
Jane Street
39
Jane Street
New York
$1.31M -$7.71M -392,831 -85%
SBL
40
Sargent Bickham Lagudis
Colorado
$1.22M +$348K +17,729 +40%
UBS Group
41
UBS Group
Switzerland
$1.11M +$67.7K +3,451 +7%
CCB
42
Country Club Bank
Missouri
$1.1M +$1.1M +55,963 New
GB
43
Goepper Burkhardt
South Carolina
$1.06M +$1.06M +53,900 New
SAM
44
Sawgrass Asset Management
Florida
$1.05M +$545K +27,805 +109%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.04M +$718K +36,605 +223%
BCFS
46
Butensky & Cohen Financial Security
Florida
$1.01M +$19.8K +1,009 +2%
RMDI
47
R.M. Davis Inc
Maine
$976K +$136K +6,950 +16%
KMC
48
Kirr Marbach & Co
Indiana
$907K -$757K -38,585 -45%
WFC
49
Western Financial Corp
California
$874K +$874K +44,547 New
SWM
50
Segment Wealth Management
Texas
$833K +$605K +30,830 +264%