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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

239 hedge funds and large institutions have $1.29B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 38

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

12% more capital invested

Capital invested by funds: $1.15B → $1.29B (+$139M)

8% more funds holding

Funds holding: 221 → 239 (+18)

0.03% less ownership

Funds ownership: 77.02% → 76.99% (-0.03%)

Holders
239
Holders Change
+18
Holders Change %
+8.14%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
35
Increased
142
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$46.4M
2
RJA
Raymond James & Associates
Florida
+$16.9M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
Lido Advisors
Lido Advisors
California
+$11.1M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$10.6M
2
Jane Street
Jane Street
New York
-$9.35M
3
PA
Procyon Advisors
Connecticut
-$3.18M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.62M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$4.84M +$3.37M +169,399 +231%
NA
52
NewEdge Advisors
Louisiana
$4.71M +$288K +14,485 +7%
CIC
53
Carnegie Investment Counsel
Ohio
$4.54M +$83.5K +4,193 +2%
CCP
54
Carmel Capital Partners
California
$4.18M +$435K +21,837 +12%
CCB
55
Country Club Bank
Missouri
$4.16M +$11.7K +587 +0.3%
RMDI
56
R.M. Davis Inc
Maine
$4.06M +$1.11M +55,699 +38%
MCB
57
Morton Community Bank
Illinois
$4.01M +$370K +18,605 +10%
CIA
58
Concurrent Investment Advisors
Florida
$3.83M +$152K +7,650 +4%
MA
59
MONECO Advisors
Connecticut
$3.82M +$1.63M +81,882 +75%
SIC
60
SFE Investment Counsel
California
$3.66M +$569K +28,568 +18%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$3.66M +$3.33M +167,087 +1,028%
BWM
62
BCS Wealth Management
Tennessee
$3.31M +$911K +45,737 +38%
HWM
63
Horizons Wealth Management
North Carolina
$3.29M -$653K -32,781 -17%
OLA
64
Oliver Luxxe Assets
New Jersey
$3.22M -$238K -11,959 -7%
AA
65
Addison Advisors
Vermont
$3.2M +$261K +13,113 +9%
R
66
Rebalance
California
$3.19M – – –
IWC
67
Integrated Wealth Concepts
Massachusetts
$3.11M -$56.6K -2,845 -2%
ECM
68
Exchange Capital Management
Michigan
$3.08M +$278K +13,970 +10%
HighTower Advisors
69
HighTower Advisors
Illinois
$3.05M +$440K +22,115 +17%
RC
70
Rovin Capital
Arizona
$3.04M -$164K -8,220 -5%
EWM
71
Empirical Wealth Management
Washington
$2.85M +$448K +22,517 +19%
LC
72
Legacy CG
Texas
$2.82M -$2.26M -113,426 -45%
NA
73
Nottingham Advisors
New York
$2.77M +$495K +24,853 +22%
PMG
74
ProVise Management Group
Florida
$2.7M +$1.38M +69,150 +105%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$2.69M +$430K +21,619 +19%
1 2
3
4 5

BSCS Hedge Fund Activity: Q2 2024 in Review

239 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q2 2024, worth a combined $1.29B — up 12% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCS positions and 14 closed out — a net gain of 21 holders — while 142 added to existing stakes and 38 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.4M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $10.6M sold.

  • 239 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q2 2024, up from 221 in Q1 2024.
  • Funds reported $1.29B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q2 2024 and 14 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.4M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q2 2024 was Janney Montgomery Scott, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2024.