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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

141 hedge funds and large institutions have $558M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 83 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

186% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more capital invested

Capital invested by funds: $482M → $558M (+$76.7M)

6% more funds holding

Funds holding: 133 → 141 (+8)

0.43% more ownership

Funds ownership: 75.55% → 75.98% (+0.43%)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
83
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$23.2M
2
ACM
Advisors Capital Management
New Jersey
+$8.23M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.27M
4
Stifel Financial
Stifel Financial
Missouri
+$6.21M
5
IAS
IMA Advisory Services
Colorado
+$5.35M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$11.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.83M
3
Jane Street
Jane Street
New York
-$2.22M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.71M
5
CP
Camelot Portfolios
Ohio
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
76
Leisure Capital Management
California
$762K +$24.3K +1,239 +3%
KMC
77
Kirr Marbach & Co
Indiana
$759K -$981 -50 -0.1%
Franklin Resources
78
Franklin Resources
California
$735K – – –
CIA
79
Capital Investment Advisors
Georgia
$728K +$30.9K +1,576 +4%
Truist Financial
80
Truist Financial
North Carolina
$717K +$11.9K +608 +2%
4FG
81
4Thought Financial Group
New York
$713K +$6.04K +308 +0.8%
IWP
82
Insight Wealth Partners
Texas
$713K -$2.88K -147 -0.4%
AWM
83
Avior Wealth Management
Nebraska
$702K +$280K +14,254 +65%
CT
84
Colonial Trust
South Carolina
$691K +$98.1K +5,000 +16%
TCCM
85
Timber Creek Capital Management
Massachusetts
$685K -$20.6K -1,049 -3%
HNB
86
Huntington National Bank
Ohio
$652K – – –
Baird Financial Group
87
Baird Financial Group
Wisconsin
$636K +$93.7K +4,776 +17%
Comerica Bank
88
Comerica Bank
Texas
$611K +$619K +31,545 New
AAS
89
Avantax Advisory Services
Texas
$603K +$297K +15,153 +95%
AC
90
Apella Capital
Connecticut
$590K -$47.1K -2,399 -7%
EI
91
Ellevest Inc
New York
$551K +$123K +6,254 +28%
SI
92
Stephens Inc
Arkansas
$504K +$120K +6,110 +31%
IBOK
93
Independence Bank of Kentucky
Kentucky
$482K +$202K +10,266 +70%
KBFS
94
Kohmann Bosshard Financial Services
Ohio
$466K +$159K +8,093 +51%
SCA
95
Snowden Capital Advisors
New York
$423K – – –
KOC
96
Koss-Olinger Consulting
Florida
$401K +$14.8K +753 +4%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$365K +$1.84K +94 +0.5%
NFG
98
Nations Financial Group
Iowa
$361K – – –
AWS
99
Atria Wealth Solutions
New York
$343K +$32.4K +1,653 +10%
SM
100
Sensible Money
Arizona
$341K +$9.99K +509 +3%
2 3
4
5 6

BSCS Hedge Fund Activity: Q3 2023 in Review

141 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q3 2023, worth a combined $558M — up 16% from $482M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSCS positions and 4 closed out — a net gain of 12 holders — while 83 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.2M. The largest seller was Aptus Capital Advisors, cutting an estimated $11.4M.

  • 141 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q3 2023, up from 133 in Q2 2023.
  • Funds reported $558M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q3 2023, up 16% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q3 2023 and 4 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q3 2023 was Morgan Stanley, an estimated $23.2M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2023.