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Invesco BulletShares 2028 Corporate Bond ETF

239 hedge funds and large institutions have $1.29B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 38

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

12% more capital invested

Capital invested by funds: $1.15B → $1.29B (+$139M)

8% more funds holding

Funds holding: 221239 (+18)

0.03% less ownership

Funds ownership: 77.02%76.99% (-0.03%)

Holders
239
Holders Change
+18
Holders Change %
+8.14%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
35
Increased
142
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Advisors Capital Management
New Jersey
$9.49M +$166K +8,361 +2%
Osaic Holdings
27
Osaic Holdings
Arizona
$9.36M -$2.62M -131,552 -22%
CPC
28
Cookson Peirce & Co
Pennsylvania
$9.34M +$46.8K +2,350 +0.5%
IF
29
Ironwood Financial
Arizona
$8.52M +$418K +20,972 +5%
VIM
30
Vista Investment Management
Pennsylvania
$8.08M +$788K +39,552 +11%
GGI
31
GPM Growth Investors
Michigan
$7.89M +$7.88M +395,515 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.61M +$2.38M +119,571 +46%
HIP
33
HUB Investment Partners
Texas
$7.31M +$838K +42,071 +13%
AFWM
34
AMJ Financial Wealth Management
Virginia
$7.2M +$7.18M +360,738 New
Ameriprise
35
Ameriprise
Minnesota
$7M +$476K +23,908 +7%
PWA
36
Provenance Wealth Advisors
Florida
$6.79M +$55.4K +2,782 +0.8%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$6.72M +$1.1M +55,442 +20%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$6.66M +$570K +28,611 +9%
PAG
39
Private Advisor Group
New Jersey
$6.28M -$109K -5,449 -2%
LWA
40
Ledgewood Wealth Advisors
New Hampshire
$6.21M +$701K +35,198 +13%
GB
41
Goepper Burkhardt
South Carolina
$6.13M +$172K +8,625 +3%
EH
42
Equitable Holdings
New York
$6.03M +$283K +14,203 +5%
MML Investors Services
43
MML Investors Services
Massachusetts
$5.85M +$1.59M +79,806 +37%
MWM
44
Marietta Wealth Management
Georgia
$5.74M +$38.5K +1,933 +0.7%
CAM
45
Clark Asset Management
New Hampshire
$5.72M +$1.33M +67,036 +30%
VDI
46
Vaughan David Investments
Illinois
$5.62M +$774K +38,850 +16%
RSC
47
Red Spruce Capital
Pennsylvania
$5.48M +$331K +16,631 +6%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$5.22M +$722K +36,239 +16%
SRC
49
Shufro Rose & Co
New York
$5.19M -$189K -9,509 -4%
WWM
50
WJ Wealth Management
Arizona
$4.85M +$9.58K +481 +0.2%

BSCS Hedge Fund Activity: Q2 2024 in Review

239 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q2 2024, worth a combined $1.29B — up 12% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCS positions and 14 closed out — a net gain of 21 holders — while 142 added to existing stakes and 38 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.4M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $10.6M sold.

  • 239 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q2 2024, up from 221 in Q1 2024.
  • Funds reported $1.29B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q2 2024 and 14 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.4M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q2 2024 was Janney Montgomery Scott, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2024.