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Invesco BulletShares 2028 Corporate Bond ETF

305 hedge funds and large institutions have $1.74B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 170 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 14

278% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 45

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

17% more capital invested

Capital invested by funds: $1.49B → $1.74B (+$252M)

17% more funds holding

Funds holding: 261305 (+44)

2.25% more ownership

Funds ownership: 76.18%78.43% (+2.3%)

Holders
305
Holders Change
+44
Holders Change %
+16.86%
% of All Funds
4.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
63
Increased
170
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGI
26
GPM Growth Investors
Michigan
$12.1M +$4.58M +225,741 +60%
MA
27
MONECO Advisors
Connecticut
$12.1M +$4.29M +211,444 +55%
Stifel Financial
28
Stifel Financial
Missouri
$12M +$1.16M +56,976 +11%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$11.7M +$1.45M +71,532 +14%
IAS
30
IMA Advisory Services
Colorado
$11.7M +$651K +32,113 +6%
CAM
31
Clark Asset Management
New Hampshire
$11.1M +$2.99M +147,201 +37%
TCM
32
Tradewinds Capital Management
Washington
$11M +$11.1M +547,514 +216,409%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$10.9M -$203K -10,024 -2%
ADL
34
Asset Dedication LLC
California
$10.9M -$1.2M -59,051 -10%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$10M +$1.9M +93,506 +23%
CPC
36
Cookson Peirce & Co
Pennsylvania
$10M +$425K +20,968 +4%
IF
37
Ironwood Financial
Arizona
$9.95M +$63.7K +3,141 +0.6%
ACM
38
Advisors Capital Management
New Jersey
$9.8M +$31.4K +1,549 +0.3%
MML Investors Services
39
MML Investors Services
Massachusetts
$9.69M +$1.8M +88,957 +23%
RMDI
40
R.M. Davis Inc
Maine
$9.21M +$3.04M +149,661 +49%
KMC
41
Kirr Marbach & Co
Indiana
$9.14M +$8.56M +422,219 +1,316%
NA
42
NewEdge Advisors
Louisiana
$9.09M +$3.92M +193,081 +75%
GB
43
Goepper Burkhardt
South Carolina
$9.09M +$1.71M +84,520 +23%
VIM
44
Vista Investment Management
Pennsylvania
$8.27M -$161K -7,944 -2%
Ameriprise
45
Ameriprise
Minnesota
$8.14M +$661K +32,592 +9%
AFWM
46
AMJ Financial Wealth Management
Virginia
$7.58M +$96.8K +4,774 +1%
HCM
47
Hengehold Capital Management
Ohio
$7.5M +$7.56M +372,816 New
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$7.47M +$303K +14,920 +4%
RSC
49
Red Spruce Capital
Pennsylvania
$7.47M +$1.58M +78,021 +27%
LWA
50
Ledgewood Wealth Advisors
New Hampshire
$7.06M +$102K +5,016 +1%

BSCS Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2024, worth a combined $1.74B — up 17% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BSCS positions and 14 closed out — a net gain of 49 holders — while 170 added to existing stakes and 45 trimmed.

The largest buyer was Fusion Family Wealth, opening a new position worth an estimated $31.6M. The largest seller was Motley Fool Wealth Management, cutting an estimated $7.33M.

  • 305 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2024, up from 261 in Q3 2024.
  • Funds reported $1.74B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 63 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2024 and 14 closed out, a net change of +49 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2024 was Fusion Family Wealth, an estimated $31.6M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2024 was Motley Fool Wealth Management, an estimated $7.33M sold.

Based on aggregated 13F filings for Q4 2024.