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Invesco BulletShares 2028 Corporate Bond ETF

305 hedge funds and large institutions have $1.74B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 170 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 14

278% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 45

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

17% more capital invested

Capital invested by funds: $1.49B → $1.74B (+$252M)

17% more funds holding

Funds holding: 261305 (+44)

2.25% more ownership

Funds ownership: 76.18%78.43% (+2.3%)

Holders
305
Holders Change
+44
Holders Change %
+16.86%
% of All Funds
4.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
63
Increased
170
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VDI
51
Vaughan David Investments
Illinois
$6.98M +$912K +44,964 +15%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$6.95M +$1.03M +50,958 +17%
SPWM
53
Straight Path Wealth Management
Michigan
$6.91M +$4.84M +238,814 +229%
PAG
54
Private Advisor Group
New Jersey
$6.79M +$24.4K +1,205 +0.4%
OLA
55
Oliver Luxxe Assets
New Jersey
$6.61M +$3.26M +160,765 +98%
HIP
56
HUB Investment Partners
Texas
$6.58M -$1.14M -56,339 -15%
MWM
57
Marietta Wealth Management
Georgia
$5.96M +$87.3K +4,305 +1%
BWM
58
BCS Wealth Management
Tennessee
$5.75M +$934K +46,064 +19%
CCP
59
Carmel Capital Partners
California
$5.08M +$284K +14,011 +6%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$5.03M +$567K +27,936 +13%
CIC
61
Carnegie Investment Counsel
Ohio
$5.01M +$162K +7,991 +3%
BFG
62
Berger Financial Group
Minnesota
$4.9M +$4.72M +232,483 +2,161%
MCB
63
Morton Community Bank
Illinois
$4.8M +$490K +24,155 +11%
SRC
64
Shufro Rose & Co
New York
$4.71M -$531K -26,158 -10%
EH
65
Equitable Holdings
New York
$4.66M +$442K +21,814 +10%
HWM
66
Howard Wealth Management
Connecticut
$4.65M +$450K +22,190 +11%
SA
67
Sanctuary Advisors
Indiana
$4.63M +$1.41M +69,570 +44%
Jane Street
68
Jane Street
New York
$4.62M +$3.56M +175,334 +323%
CCB
69
Country Club Bank
Missouri
$4.36M +$108K +5,321 +3%
TC
70
Trilogy Capital
California
$4.34M +$4.37M +215,354 New
SIC
71
SFE Investment Counsel
California
$4.23M +$457K +22,506 +12%
AA
72
Addison Advisors
Vermont
$4.12M +$338K +16,673 +9%
PMG
73
ProVise Management Group
Florida
$3.8M +$599K +29,555 +19%
MOS
74
MGO One Seven
Ohio
$3.8M +$1.94M +95,759 +103%
CTA
75
Colonial Trust Advisors
South Carolina
$3.77M +$501K +24,723 +15%

BSCS Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2024, worth a combined $1.74B — up 17% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BSCS positions and 14 closed out — a net gain of 49 holders — while 170 added to existing stakes and 45 trimmed.

The largest buyer was Fusion Family Wealth, opening a new position worth an estimated $31.6M. The largest seller was Motley Fool Wealth Management, cutting an estimated $7.33M.

  • 305 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2024, up from 261 in Q3 2024.
  • Funds reported $1.74B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 63 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2024 and 14 closed out, a net change of +49 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2024 was Fusion Family Wealth, an estimated $31.6M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2024 was Motley Fool Wealth Management, an estimated $7.33M sold.

Based on aggregated 13F filings for Q4 2024.