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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

72 hedge funds and large institutions have $177M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

24% more funds holding

Funds holding: 58 → 72 (+14)

5% more capital invested

Capital invested by funds: $168M → $177M (+$8.89M)

1.32% more ownership

Funds ownership: 74.22% → 75.54% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
72
Holders Change
+14
Holders Change %
+24.14%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
23
Reduced
22
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$4.13M
2
LPT
Legacy Private Trust
Wisconsin
+$2.92M
3
CPC
Cookson Peirce & Co
Pennsylvania
+$2.78M
4
SCA
Stonebridge Capital Advisors
Minnesota
+$2.68M
5
Morgan Stanley
Morgan Stanley
New York
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.5M
2
BAM
Bruderman Asset Management
New York
-$2.56M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.93M
4
ISB
Iowa State Bank
Iowa
-$685K
5
CG
Colony Group
Massachusetts
-$671K
Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
51
Mendel Money Management
Illinois
$240K – – –
FCB
52
First Command Bank
Texas
$236K – – –
FCFS
53
First Command Financial Services
Texas
$230K -$4.76K -209 -2%
SI
54
Stephens Inc
Arkansas
$223K +$224K +9,844 New
SWM
55
Segment Wealth Management
Texas
$222K -$159K -7,000 -42%
RJT
56
Raymond James Trust
Florida
$214K +$214K +9,397 New
SPIA
57
Steward Partners Investment Advisory
New York
$194K +$12.7K +556 +7%
CIAS
58
Capital Investment Advisory Services
North Carolina
$138K +$251 +11 +0.2%
SBL
59
Sargent Bickham Lagudis
Colorado
$129K – – –
IBOK
60
Independence Bank of Kentucky
Kentucky
$117K – – –
GI
61
GS Investments
Minnesota
$99K – – –
GWM
62
Geneos Wealth Management
Colorado
$64K -$5.79K -254 -8%
BCPWM
63
Bradley & Co Private Wealth Management
Florida
$57K +$56.7K +2,491 New
ST
64
Smithfield Trust
Pennsylvania
$41K +$11K +482 +40%
AIM
65
Anchor Investment Management
South Carolina
$40.7K +$39.8K +1,746 +3,563%
SIC
66
SJS Investment Consulting
Ohio
$34K +$34.1K +1,497 New
HI
67
Harbour Investments
Wisconsin
$27K -$24.5K -1,077 -48%
AF
68
Advisornet Financial
Minnesota
$14K +$13.7K +600 New
KFI
69
Key Financial Inc
Pennsylvania
$10K – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$4K – – –
EA
71
Evolution Advisers
Virginia
$3K +$3.03K +133 New
VCM
72
Vigilant Capital Management
Maine
$2K +$2.39K +105 New
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
– -$252K -11,004 Closed
1 2
3

BSCS Hedge Fund Activity: Q4 2021 in Review

72 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2021, worth a combined $177M — up 5.3% from $168M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSCS positions and 1 closed out — a net gain of 14 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $4.13M. The largest seller was Royal Bank of Canada, cutting an estimated $5.5M.

  • 72 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2021, up from 58 in Q3 2021.
  • Funds reported $177M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2021, up 5.3% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2021 and 1 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2021 was Ameriprise, an estimated $4.13M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $5.5M sold.

Based on aggregated 13F filings for Q4 2021.