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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

77 hedge funds and large institutions have $240M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $182M → $240M (+$57.3M)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

17% more funds holding

Funds holding: 66 → 77 (+11)

2.52% more ownership

Funds ownership: 73.36% → 75.89% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
25
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$27.6M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$23M
3
Jane Street
Jane Street
New York
+$8.66M
4
CIC
Carnegie Investment Counsel
Ohio
+$2.67M
5
CG
Colony Group
Massachusetts
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.74M
2
SI
Stephens Inc
Arkansas
-$2.17M
3
EB
Eastern Bank
Massachusetts
-$1.38M
4
CP
Camelot Portfolios
Ohio
-$1.16M
5
MFWM
Motley Fool Wealth Management
Virginia
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$286K +$300K +14,958 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$275K +$288K +14,362 New
CCP
53
Carmel Capital Partners
California
$248K +$260K +12,961 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$237K +$321 +16 +0.1%
CA
55
Cetera Advisors
Colorado
$230K +$241K +12,006 New
CIAS
56
Capital Investment Advisory Services
North Carolina
$227K +$117K +5,815 +96%
SWM
57
Segment Wealth Management
Texas
$223K -$46.9K -2,340 -17%
FAM
58
Flaharty Asset Management
Florida
$206K – – –
FCB
59
First Command Bank
Texas
$201K – – –
FCFS
60
First Command Financial Services
Texas
$201K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$137K +$143K +7,121 New
IBOK
62
Independence Bank of Kentucky
Kentucky
$128K – – –
GI
63
GS Investments
Minnesota
$84K – – –
BFEC
64
Benjamin F. Edwards & Company
Missouri
$61K +$64K +3,188 New
HWM
65
Horizons Wealth Management
North Carolina
$58K – – –
GWM
66
Geneos Wealth Management
Colorado
$56K – – –
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$55K +$57.8K +2,883 New
HI
68
Harbour Investments
Wisconsin
$36K – – –
AIM
69
Anchor Investment Management
South Carolina
$30.6K – – –
SIC
70
SJS Investment Consulting
Ohio
$29K +$30K +1,497 New
ST
71
Smithfield Trust
Pennsylvania
$27K – – –
AA
72
Addison Advisors
Vermont
$27K +$28.7K +1,430 New
AIP
73
Almanack Investment Partners
Pennsylvania
$19K +$19.6K +975 New
VCM
74
Vigilant Capital Management
Maine
$15K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$12K -$4.09K -204 -24%
1 2
3
4

BSCS Hedge Fund Activity: Q3 2022 in Review

77 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q3 2022, worth a combined $240M — up 31% from $182M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSCS positions and 4 closed out — a net gain of 11 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $27.6M. The largest seller was Wells Fargo, cutting an estimated $4.74M.

  • 77 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q3 2022, up from 66 in Q2 2022.
  • Funds reported $240M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q3 2022, up 31% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q3 2022 and 4 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q3 2022 was Aptus Capital Advisors, an estimated $27.6M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q3 2022 was Wells Fargo, an estimated $4.74M sold.

Based on aggregated 13F filings for Q3 2022.