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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

141 hedge funds and large institutions have $558M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 83 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

186% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more capital invested

Capital invested by funds: $482M → $558M (+$76.7M)

6% more funds holding

Funds holding: 133 → 141 (+8)

0.43% more ownership

Funds ownership: 75.55% → 75.98% (+0.43%)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
83
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$23.2M
2
ACM
Advisors Capital Management
New Jersey
+$8.23M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.27M
4
Stifel Financial
Stifel Financial
Missouri
+$6.21M
5
IAS
IMA Advisory Services
Colorado
+$5.35M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$11.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.83M
3
Jane Street
Jane Street
New York
-$2.22M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.71M
5
CP
Camelot Portfolios
Ohio
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
26
Vista Investment Management
Pennsylvania
$5.61M -$110K -5,595 -2%
CG
27
Colony Group
Massachusetts
$5.46M -$215K -10,974 -4%
IAS
28
IMA Advisory Services
Colorado
$5.28M +$5.35M +272,675 New
MWM
29
Marietta Wealth Management
Georgia
$5.15M -$88.1K -4,486 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$4.97M +$363K +18,474 +8%
RJA
31
Raymond James & Associates
Florida
$4.52M +$1.21M +61,802 +36%
SCA
32
Stonebridge Capital Advisors
Minnesota
$4.18M +$567K +28,877 +15%
CCB
33
Country Club Bank
Missouri
$4.11M +$329K +16,784 +9%
GB
34
Goepper Burkhardt
South Carolina
$3.6M +$1.48M +75,150 +68%
AWG
35
Altus Wealth Group
Colorado
$3.3M -$32.2K -1,641 -1%
HWM
36
Horizons Wealth Management
North Carolina
$3.29M +$211K +10,768 +7%
IWC
37
Integrated Wealth Concepts
Massachusetts
$3.17M -$73.9K -3,765 -2%
CIC
38
Carnegie Investment Counsel
Ohio
$3.06M -$257K -13,101 -8%
RC
39
Rovin Capital
Arizona
$2.96M -$4K -204 -0.1%
EH
40
Equitable Holdings
New York
$2.61M +$2.37M +120,566 +840%
RSC
41
Red Spruce Capital
Pennsylvania
$2.55M +$1.18M +60,261 +84%
NCM
42
Novare Capital Management
North Carolina
$2.47M -$70K -3,567 -3%
CAM
43
Clark Asset Management
New Hampshire
$2.26M +$749K +38,171 +49%
AA
44
Addison Advisors
Vermont
$2.25M +$505K +25,741 +28%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.15M +$698K +35,539 +47%
SFA
46
Souders Financial Advisors
Ohio
$2.14M +$92.2K +4,697 +4%
CCP
47
Carmel Capital Partners
California
$2.14M +$443K +22,546 +26%
SAM
48
Secure Asset Management
Michigan
$2.03M -$56.4K -2,875 -3%
EWM
49
Empirical Wealth Management
Washington
$1.99M +$19.6K +1,001 +1%
CP
50
Camelot Portfolios
Ohio
$1.98M -$746K -38,028 -27%
1
2
3 4 5

BSCS Hedge Fund Activity: Q3 2023 in Review

141 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q3 2023, worth a combined $558M — up 16% from $482M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSCS positions and 4 closed out — a net gain of 12 holders — while 83 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.2M. The largest seller was Aptus Capital Advisors, cutting an estimated $11.4M.

  • 141 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q3 2023, up from 133 in Q2 2023.
  • Funds reported $558M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q3 2023, up 16% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q3 2023 and 4 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q3 2023 was Morgan Stanley, an estimated $23.2M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2023.