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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

120 hedge funds and large institutions have $415M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

195% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 21

32% more capital invested

Capital invested by funds: $314M → $415M (+$101M)

14% more funds holding

Funds holding: 105 → 120 (+15)

2.92% more ownership

Funds ownership: 72.5% → 75.41% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
120
Holders Change
+15
Holders Change %
+14.29%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
62
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$28.5M
2
Morgan Stanley
Morgan Stanley
New York
+$10.6M
3
TA
TruWealth Advisors
Louisiana
+$8.13M
4
HIP
HUB Investment Partners
Texas
+$5.78M
5
Bank of America
Bank of America
North Carolina
+$4.46M

Top Sellers

1
MFWM
Motley Fool Wealth Management
Virginia
-$5.25M
2
LPT
Legacy Private Trust
Wisconsin
-$408K
3
ACA
Aptus Capital Advisors
Alabama
-$264K
4
NCG
Newport Capital Group
New Jersey
-$209K
5
RC
Rovin Capital
Arizona
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Stonebridge Capital Advisors
Minnesota
$3.22M +$301K +15,136 +10%
HWM
27
Horizons Wealth Management
North Carolina
$3.1M +$913K +45,917 +42%
NCM
28
Novare Capital Management
North Carolina
$2.83M +$387K +19,450 +16%
CP
29
Camelot Portfolios
Ohio
$2.78M +$402K +20,201 +17%
RJA
30
Raymond James & Associates
Florida
$2.62M +$839K +42,193 +48%
SAM
31
Secure Asset Management
Michigan
$2.57M +$243K +12,214 +11%
CCB
32
Country Club Bank
Missouri
$2.46M +$1.34M +67,567 +121%
Invesco
33
Invesco
Georgia
$2.18M +$249K +12,524 +13%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.1M +$577K +29,023 +38%
UBS Group
35
UBS Group
Switzerland
$2.06M +$919K +46,237 +82%
EWM
36
Empirical Wealth Management
Washington
$2.05M +$376K +18,884 +23%
SFA
37
Souders Financial Advisors
Ohio
$2.04M +$110K +5,538 +6%
OLA
38
Oliver Luxxe Assets
New Jersey
$2.04M -$124K -6,235 -6%
Stifel Financial
39
Stifel Financial
Missouri
$1.91M +$79.7K +4,007 +4%
GB
40
Goepper Burkhardt
South Carolina
$1.86M +$774K +38,900 +72%
MGIA
41
Matthew Goff Investment Advisor
Texas
$1.84M -$46.4K -2,334 -2%
Citadel Advisors
42
Citadel Advisors
Florida
$1.74M +$1.72M +86,478 New
IF
43
Ironwood Financial
Arizona
$1.67M +$1.02M +51,071 +159%
ECM
44
Exchange Capital Management
Michigan
$1.67M -$16.1K -808 -1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.56M +$1.55M +77,846 New
GCM
46
G2 Capital Management
Ohio
$1.43M +$12.9K +650 +0.9%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$1.43M +$360K +18,117 +34%
CAM
48
Clark Asset Management
New Hampshire
$1.42M +$13.7K +687 +1%
AA
49
Addison Advisors
Vermont
$1.32M +$684K +34,415 +109%
Lido Advisors
50
Lido Advisors
California
$1.27M +$1.26M +63,296 New
1
2
3 4 5

BSCS Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q1 2023, worth a combined $415M — up 32% from $314M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BSCS positions and 3 closed out — a net gain of 18 holders — while 62 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $28.5M. The largest seller was Motley Fool Wealth Management, cutting an estimated $5.25M.

  • 120 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q1 2023, up from 105 in Q4 2022.
  • Funds reported $415M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q1 2023, up 32% quarter-over-quarter.
  • 21 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q1 2023 and 3 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $28.5M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q1 2023 was Motley Fool Wealth Management, an estimated $5.25M sold.

Based on aggregated 13F filings for Q1 2023.