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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

197 hedge funds and large institutions have $1.02B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 99 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,933% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 3

281% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 26

82% more capital invested

Capital invested by funds: $558M → $1.02B (+$458M)

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

40% more funds holding

Funds holding: 141 → 197 (+56)

10.58% more ownership

Funds ownership: 75.98% → 86.57% (+11%)

Holders
197
Holders Change
+56
Holders Change %
+39.72%
% of All Funds
2.87%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
61
Increased
99
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$126M
2
Lido Advisors
Lido Advisors
California
+$33.7M
3
BCM
Brookstone Capital Management
Illinois
+$31.1M
4
TA
TruWealth Advisors
Louisiana
+$20.6M
5
HBT
Hills Bank & Trust
Iowa
+$17.2M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$7.78M
2
Jane Street
Jane Street
New York
-$3.09M
3
Ameriprise
Ameriprise
Minnesota
-$882K
4
SCA
Stonebridge Capital Advisors
Minnesota
-$852K
5
AWM
Avior Wealth Management
Nebraska
-$495K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
51
Clark Asset Management
New Hampshire
$3.45M +$1.05M +53,391 +46%
VDI
52
Vaughan David Investments
Illinois
$3.34M +$3.24M +164,899 New
CCP
53
Carmel Capital Partners
California
$3.24M +$970K +49,458 +45%
RC
54
Rovin Capital
Arizona
$3.17M +$60.1K +3,065 +2%
IWC
55
Integrated Wealth Concepts
Massachusetts
$3.03M -$277K -14,120 -9%
R
56
Rebalance
California
$3M +$2.9M +148,001 New
CP
57
Camelot Portfolios
Ohio
$2.75M +$655K +33,358 +33%
AA
58
Addison Advisors
Vermont
$2.68M +$312K +15,880 +14%
MGIA
59
Matthew Goff Investment Advisor
Texas
$2.6M +$741K +37,761 +42%
SIC
60
SFE Investment Counsel
California
$2.56M +$741K +37,755 +43%
MML Investors Services
61
MML Investors Services
Massachusetts
$2.5M +$1.03M +52,456 +74%
EWM
62
Empirical Wealth Management
Washington
$2.43M +$332K +16,911 +16%
NCM
63
Novare Capital Management
North Carolina
$2.37M -$215K -10,955 -9%
SFA
64
Souders Financial Advisors
Ohio
$2.36M +$122K +6,233 +6%
ECM
65
Exchange Capital Management
Michigan
$2.21M +$271K +13,814 +15%
OLA
66
Oliver Luxxe Assets
New Jersey
$2.19M +$195K +9,949 +10%
SAM
67
Secure Asset Management
Michigan
$2.16M +$27.1K +1,379 +1%
BCI
68
Brinker Capital Investments
Pennsylvania
$1.98M +$1.93M +98,171 New
OPS
69
Orion Portfolio Solutions
Nebraska
$1.98M +$1.93M +98,171 New
AIM
70
Aspen Investment Management
Michigan
$1.93M +$1.86M +94,990 New
CTA
71
Colonial Trust Advisors
South Carolina
$1.87M +$488K +24,863 +37%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$1.83M +$1.52M +77,494 +603%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.75M +$1.69M +86,240 New
RMDI
74
R.M. Davis Inc
Maine
$1.73M +$280K +14,295 +20%
MCB
75
Morton Community Bank
Illinois
$1.72M +$1.66M +84,760 New
1 2
3
4 5

BSCS Hedge Fund Activity: Q4 2023 in Review

197 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2023, worth a combined $1.02B — up 82% from $558M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BSCS positions and 3 closed out — a net gain of 58 holders — while 99 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $126M. The largest seller was HighTower Advisors, cutting an estimated $7.78M.

  • 197 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2023, up from 141 in Q3 2023.
  • Funds reported $1.02B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2023, up 82% quarter-over-quarter.
  • 61 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2023 and 3 closed out, a net change of +58 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $126M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2023 was HighTower Advisors, an estimated $7.78M sold.

Based on aggregated 13F filings for Q4 2023.