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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

221 hedge funds and large institutions have $1.15B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 142 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

390% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 29

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more capital invested

Capital invested by funds: $1.02B → $1.15B (+$134M)

12% more funds holding

Funds holding: 197 → 221 (+24)

9.54% less ownership

Funds ownership: 86.57% → 77.02% (-9.5%)

Holders
221
Holders Change
+24
Holders Change %
+12.18%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
142
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$56M
2
HBT
Hills Bank & Trust
Iowa
+$20.1M
3
LPL Financial
LPL Financial
California
+$17.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.8M
5
SFG
Sterling Financial Group
California
+$12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$79.2M
2
ACA
Aptus Capital Advisors
Alabama
-$8.54M
3
LPT
Legacy Private Trust
Wisconsin
-$6.39M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.77M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$9.35M -$1.56M -77,588 -14%
CPC
27
Cookson Peirce & Co
Pennsylvania
$9.35M +$760K +37,818 +9%
IF
28
Ironwood Financial
Arizona
$8.15M -$1.02M -50,722 -11%
VIM
29
Vista Investment Management
Pennsylvania
$7.33M +$939K +46,707 +15%
IAS
30
IMA Advisory Services
Colorado
$6.86M +$438K +21,816 +7%
PWA
31
Provenance Wealth Advisors
Florida
$6.77M +$338K +16,803 +5%
Ameriprise
32
Ameriprise
Minnesota
$6.59M +$762K +37,930 +13%
HIP
33
HUB Investment Partners
Texas
$6.51M +$530K +26,364 +9%
PAG
34
Private Advisor Group
New Jersey
$6.43M +$1.52M +75,571 +31%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$6.13M +$231K +11,489 +4%
GB
36
Goepper Burkhardt
South Carolina
$5.94M +$614K +30,550 +11%
EH
37
Equitable Holdings
New York
$5.78M +$1.26M +62,692 +28%
MWM
38
Marietta Wealth Management
Georgia
$5.73M +$441K +21,939 +8%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$5.65M +$1.16M +57,735 +26%
LWA
40
Ledgewood Wealth Advisors
New Hampshire
$5.55M +$151K +7,536 +3%
SRC
41
Shufro Rose & Co
New York
$5.41M +$5.42M +269,793 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$5.25M +$813K +40,437 +18%
RSC
43
Red Spruce Capital
Pennsylvania
$5.18M +$420K +20,874 +9%
LC
44
Legacy CG
Texas
$5.11M +$229K +11,382 +5%
VDI
45
Vaughan David Investments
Illinois
$4.88M +$1.57M +78,157 +47%
WWM
46
WJ Wealth Management
Arizona
$4.87M +$4.88M +242,725 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$4.52M +$469K +23,326 +12%
CIC
48
Carnegie Investment Counsel
Ohio
$4.49M +$785K +39,076 +21%
NA
49
NewEdge Advisors
Louisiana
$4.45M +$4.24M +210,781 +1,910%
CAM
50
Clark Asset Management
New Hampshire
$4.41M +$999K +49,687 +29%
1
2
3 4 5

BSCS Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q1 2024, worth a combined $1.15B — up 13% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BSCS positions and 6 closed out — a net gain of 25 holders — while 142 added to existing stakes and 29 trimmed.

The largest buyer was Lido Advisors, adding an estimated $56M. The largest seller was Morgan Stanley, cutting an estimated $79.2M.

  • 221 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q1 2024, up from 197 in Q4 2023.
  • Funds reported $1.15B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 31 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q1 2024 and 6 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q1 2024 was Lido Advisors, an estimated $56M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $79.2M sold.

Based on aggregated 13F filings for Q1 2024.