Invesco BulletShares 2028 Corporate Bond ETF
BSCS
58 hedge funds and large institutions have $168M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 9 reducing their positions, and 5 closing their positions.
256% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 9
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 57 → 58 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.32% less ownership
Funds ownership: 80.54% → 74.22% (-6.3%)
28% less capital invested
Capital invested by funds: $234M → $168M (-$65.8M)
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$7.74M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$7.02M |
| 3 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
+$2.94M |
| 4 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$1.67M |
| 5 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$1.29M |
Top Sellers
| 1 |
SRC
Shufro Rose & Co
New York
|
-$87.4M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$2.58M |
| 3 |
LCC
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
-$639K |
| 4 |
LPL Financial
San Diego,
California
|
-$323K |
| 5 |
Jane Street
New York
|
-$285K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IBOK
51
Independence Bank of Kentucky
Owensboro,
Kentucky
| $119K | +$10.1K | +435 | +9% |
|
|
GI
52
GS Investments
Minneapolis,
Minnesota
| $100K | +$1.74K | +75 | +2% |
|
|
GWM
53
Geneos Wealth Management
Englewood,
Colorado
| $70K | +$71.3K | +3,075 | New |
|
|
HI
54
Harbour Investments
Madison,
Wisconsin
| $52K | +$278 | +12 | +0.5% |
|
|
ST
55
Smithfield Trust
Pittsburgh,
Pennsylvania
| $29K | – | – | – |
|
|
KFI
56
Key Financial Inc
West Chester,
Pennsylvania
| $10K | – | – | – |
|
57
Fidelity Investments
Boston,
Massachusetts
| $4K | – | – | – |
|
|
AIM
58
Anchor Investment Management
Columbia,
South Carolina
| $1.12K | – | – | – |
|
|
SRC
59
Shufro Rose & Co
New York
| – | -$87.4M | -3,783,727 | Closed |
|
|
LCC
60
Lincoln Capital Corp
East Greenwich,
Rhode Island
| – | -$639K | -27,693 | Closed |
|
|
HFA
61
HC Financial Advisors
Lafayette,
California
| – | -$13K | -573 | Closed |
|
|
AWA
62
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$5K | -237 | Closed |
|
|
DAC
63
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$1K | -33 | Closed |
|
BSCS Hedge Fund Activity: Q3 2021 in Review
58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q3 2021, worth a combined $168M — down 28% from $234M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BSCS positions and 5 closed out — a net gain of 1 holder — while 32 added to existing stakes and 9 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $7.74M. The largest seller was Shufro Rose & Co, exiting entirely with an estimated $87.4M sold.
- 58 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q3 2021, up from 57 in Q2 2021.
- Funds reported $168M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q3 2021, down 28% quarter-over-quarter.
- 6 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q3 2021 and 5 closed out, a net change of +1 holder.
- The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q3 2021 was Citadel Advisors, an estimated $7.74M added.
- The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q3 2021 was Shufro Rose & Co, an estimated $87.4M sold.
Based on aggregated 13F filings for Q3 2021.