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Invesco BulletShares 2028 Corporate Bond ETF

120 hedge funds and large institutions have $415M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

195% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 21

32% more capital invested

Capital invested by funds: $314M → $415M (+$101M)

14% more funds holding

Funds holding: 105120 (+15)

2.92% more ownership

Funds ownership: 72.5%75.41% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
120
Holders Change
+15
Holders Change %
+14.29%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
62
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
76
Kohmann Bosshard Financial Services
Ohio
$320K
NFSG
77
Newbridge Financial Services Group
Florida
$318K
RSWM
78
Robertson Stephens Wealth Management
California
$307K
IBOK
79
Independence Bank of Kentucky
Kentucky
$282K
SWP
80
Summit Wealth Partners
Florida
$281K -$39.7K -1,995 -12%
AA
81
Ancora Advisors
Ohio
$279K +$10.6K +535 +4%
AWS
82
Atria Wealth Solutions
New York
$269K +$267K +13,419 New
KC
83
Kades & Cheifetz
Pennsylvania
$261K +$259K +13,020 New
SM
84
Sensible Money
Arizona
$250K -$12.4K -624 -5%
SPIA
85
Steward Partners Investment Advisory
New York
$246K +$23.3K +1,174 +11%
BWM
86
BCS Wealth Management
Tennessee
$242K +$240K +12,047 New
FCB
87
First Command Bank
Texas
$217K +$6.32K +318 +3%
FCFS
88
First Command Financial Services
Texas
$217K +$6.32K +318 +3%
AUB
89
Atlantic Union Bankshares
Virginia
$217K +$215K +10,791 New
FAM
90
Flaharty Asset Management
Florida
$216K
CIAS
91
Capital Investment Advisory Services
North Carolina
$213K -$25.4K -1,279 -11%
CA
92
Cetera Advisors
Colorado
$203K -$33.7K -1,696 -14%
AWM
93
Avior Wealth Management
Nebraska
$193K +$191K +9,592 New
AIP
94
Ameritas Investment Partners
Nebraska
$164K -$19.6K -987 -11%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$150K +$15.3K +767 +11%
GI
96
GS Investments
Minnesota
$87.8K
BFEC
97
Benjamin F. Edwards & Company
Missouri
$75K
NA
98
NewEdge Advisors
Louisiana
$56.2K -$59.1K -2,974 -52%
GWM
99
Geneos Wealth Management
Colorado
$51K
CT
100
Colonial Trust
South Carolina
$39.7K

BSCS Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q1 2023, worth a combined $415M — up 32% from $314M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BSCS positions and 3 closed out — a net gain of 18 holders — while 62 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $28.5M. The largest seller was Motley Fool Wealth Management, cutting an estimated $5.25M.

  • 120 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q1 2023, up from 105 in Q4 2022.
  • Funds reported $415M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q1 2023, up 32% quarter-over-quarter.
  • 21 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q1 2023 and 3 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q1 2023 was Jane Street, an estimated $28.5M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q1 2023 was Motley Fool Wealth Management, an estimated $5.25M sold.

Based on aggregated 13F filings for Q1 2023.