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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

261 hedge funds and large institutions have $1.49B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 36

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.29B → $1.49B (+$201M)

9% more funds holding

Funds holding: 239 → 261 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

0.82% less ownership

Funds ownership: 76.99% → 76.18% (-0.82%)

Holders
261
Holders Change
+22
Holders Change %
+9.21%
% of All Funds
3.75%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
152
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$33.5M
2
Wells Fargo
Wells Fargo
California
+$26M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$11.3M
4
ACA
Aptus Capital Advisors
Alabama
+$8.16M
5
Invesco
Invesco
Georgia
+$7.09M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$16.9M
2
SFC
Strategic Financial Concepts
Texas
-$7.25M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.96M
5
EH
Equitable Holdings
New York
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$5.76M +$763K +37,473 +15%
NA
52
NewEdge Advisors
Louisiana
$5.32M +$455K +22,357 +9%
SRC
53
Shufro Rose & Co
New York
$5.19M – – –
CIC
54
Carnegie Investment Counsel
Ohio
$4.96M +$274K +13,452 +6%
BWM
55
BCS Wealth Management
Tennessee
$4.92M +$1.5M +73,589 +44%
CCP
56
Carmel Capital Partners
California
$4.9M +$584K +28,686 +14%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$4.57M +$2.72M +133,800 +152%
MCB
58
Morton Community Bank
Illinois
$4.41M +$272K +13,340 +7%
CCB
59
Country Club Bank
Missouri
$4.35M +$51.9K +2,550 +1%
EH
60
Equitable Holdings
New York
$4.31M -$1.89M -92,841 -31%
HWM
61
Howard Wealth Management
Connecticut
$4.3M +$4.25M +208,980 New
CIA
62
Concurrent Investment Advisors
Florida
$4.17M +$221K +10,876 +6%
AA
63
Addison Advisors
Vermont
$3.87M +$568K +27,895 +17%
SIC
64
SFE Investment Counsel
California
$3.86M +$79.5K +3,906 +2%
SFC
65
SYM Financial Corp
Indiana
$3.8M +$3.77M +185,000 New
R
66
Rebalance
California
$3.8M +$503K +24,686 +15%
NA
67
Nottingham Advisors
New York
$3.42M +$569K +27,939 +20%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$3.38M +$597K +29,334 +22%
OLA
69
Oliver Luxxe Assets
New Jersey
$3.37M +$54.5K +2,677 +2%
HWM
70
Horizons Wealth Management
North Carolina
$3.35M -$3.85K -189 -0.1%
CTA
71
Colonial Trust Advisors
South Carolina
$3.34M +$810K +39,799 +32%
NPP
72
New Potomac Partners
Maryland
$3.33M +$609K +29,900 +23%
PMG
73
ProVise Management Group
Florida
$3.28M +$493K +24,220 +18%
ECM
74
Exchange Capital Management
Michigan
$3.25M +$77.2K +3,793 +2%
SA
75
Sanctuary Advisors
Indiana
$3.21M +$2.05M +100,505 +171%
1 2
3
4 5

BSCS Hedge Fund Activity: Q3 2024 in Review

261 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q3 2024, worth a combined $1.49B — up 16% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BSCS positions and 15 closed out — a net gain of 26 holders — while 152 added to existing stakes and 36 trimmed.

The largest buyer was LPL Financial, adding an estimated $33.5M. The largest seller was Tradewinds Capital Management, cutting an estimated $16.9M.

  • 261 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q3 2024, up from 239 in Q2 2024.
  • Funds reported $1.49B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 41 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q3 2024 and 15 closed out, a net change of +26 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q3 2024 was LPL Financial, an estimated $33.5M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q3 2024 was Tradewinds Capital Management, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2024.