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Invesco BulletShares 2028 Corporate Bond ETF

133 hedge funds and large institutions have $482M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 22

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more capital invested

Capital invested by funds: $415M → $482M (+$66.8M)

11% more funds holding

Funds holding: 120133 (+13)

0.14% more ownership

Funds ownership: 75.41%75.55% (+0.14%)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
73
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
76
Colonial Trust
South Carolina
$606K +$573K +28,706 +1,451%
MA
77
MONECO Advisors
Connecticut
$604K +$610K +30,567 New
Baird Financial Group
78
Baird Financial Group
Wisconsin
$554K +$560K +28,056 New
MML Investors Services
79
MML Investors Services
Massachusetts
$543K +$549K +27,485 New
HNB
80
Huntington National Bank
Ohio
$512K
EI
81
Ellevest Inc
New York
$438K +$8.69K +435 +2%
AWM
82
Avior Wealth Management
Nebraska
$434K +$247K +12,385 +129%
SCA
83
Snowden Capital Advisors
New York
$432K +$67.1K +3,361 +18%
KOC
84
Koss-Olinger Consulting
Florida
$394K +$399K +19,961 New
SI
85
Stephens Inc
Arkansas
$393K +$398K +19,918 New
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$370K +$374K +18,734 New
NFG
87
Nations Financial Group
Iowa
$368K +$19.9K +995 +6%
SM
88
Sensible Money
Arizona
$338K +$92.8K +4,650 +37%
CFCI
89
Comprehensive Financial Consultants Institutional
Indiana
$331K -$3.41K -171 -1%
GCP
90
Gill Capital Partners
Colorado
$322K +$325K +16,284 New
AWS
91
Atria Wealth Solutions
New York
$317K +$52.5K +2,631 +20%
NFSG
92
Newbridge Financial Services Group
Florida
$315K +$2.9K +145 +0.9%
AAS
93
Avantax Advisory Services
Texas
$315K +$319K +15,964 New
KBFS
94
Kohmann Bosshard Financial Services
Ohio
$315K
RSWM
95
Robertson Stephens Wealth Management
California
$302K
FFN
96
Focus Financial Network
Minnesota
$293K +$297K +14,864 New
IBOK
97
Independence Bank of Kentucky
Kentucky
$289K +$11.6K +582 +4%
PAG
98
Private Advisor Group
New Jersey
$288K +$291K +14,567 New
EH
99
Equitable Holdings
New York
$283K +$286K +14,347 New
AA
100
Ancora Advisors
Ohio
$274K

BSCS Hedge Fund Activity: Q2 2023 in Review

133 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q2 2023, worth a combined $482M — up 16% from $415M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BSCS positions and 7 closed out — a net gain of 14 holders — while 73 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23M. The largest seller was Jane Street, cutting an estimated $13.7M.

  • 133 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q2 2023, up from 120 in Q1 2023.
  • Funds reported $482M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 21 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q2 2023 and 7 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $23M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q2 2023 was Jane Street, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2023.