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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
GWANC
76
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.75M +$2.76M +136,123 +272%
NA
77
Nottingham Advisors
New York
$3.64M +$284K +14,022 +8%
IWC
78
Integrated Wealth Concepts
Massachusetts
$3.49M +$478K +23,549 +16%
HWM
79
Horizons Wealth Management
North Carolina
$3.48M +$202K +9,944 +6%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$3.43M +$1.38M +67,953 +66%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$3.4M +$512K +25,219 +18%
IWC
82
Infinity Wealth Counsel
Ohio
$3.39M +$3.42M +168,588 New
HighTower Advisors
83
HighTower Advisors
Illinois
$3.32M +$198K +9,745 +6%
PF
84
Phoenix Financial
Israel
$3.15M +$699K +34,474 +28%
SFA
85
Souders Financial Advisors
Ohio
$3.07M +$344K +16,937 +12%
EWM
86
Empirical Wealth Management
Washington
$3.07M +$60.3K +2,971 +2%
RC
87
Rovin Capital
Arizona
$3.01M -$51.2K -2,522 -2%
SAM
88
Secure Asset Management
Michigan
$2.89M +$456K +22,476 +19%
AAS
89
Avantax Advisory Services
Texas
$2.79M +$256K +12,645 +10%
ECM
90
Exchange Capital Management
Michigan
$2.76M -$422K -20,798 -13%
NCM
91
Novare Capital Management
North Carolina
$2.68M +$68.9K +3,396 +3%
LC
92
Legacy CG
Texas
$2.59M -$68.7K -3,386 -3%
CT
93
Colonial Trust
South Carolina
$2.56M +$272K +13,431 +12%
SEEDPG
94
S.E.E.D. Planning Group
New York
$2.5M +$2.52M +124,370 New
FF
95
Farnam Financial
Arizona
$2.5M +$271K +13,345 +12%
Truist Financial
96
Truist Financial
North Carolina
$2.48M +$34.4K +1,694 +1%
GWM
97
Geneos Wealth Management
Colorado
$2.42M +$157K +7,725 +7%
AIM
98
Aspen Investment Management
Michigan
$2.4M +$448K +22,080 +23%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$2.36M +$2.38M +117,210 New
BCI
100
Brinker Capital Investments
Pennsylvania
$2.36M +$114K +5,643 +5%

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.