Invesco BulletShares 2028 Corporate Bond ETF
BSCS
105 hedge funds and large institutions have $314M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 5 closing their positions.
560% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 5
132% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 19
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
36% more funds holding
Funds holding: 77 → 105 (+28)
31% more capital invested
Capital invested by funds: $240M → $314M (+$74M)
3.39% less ownership
Funds ownership: 75.89% → 72.5% (-3.4%)
Top Buyers
| 1 |
TF
TLWM Financial
San Antonio,
Texas
|
+$14.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$13.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.39M |
| 4 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
+$8.02M |
| 5 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
+$4.75M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
101
Vigilant Capital Management
Portland,
Maine
| $13K | -$2.04K | -105 | -14% |
|
|
LFA
102
Level Financial Advisors
East Amherst,
New York
| $9K | +$8.63K | +444 | New |
|
|
CB
103
Community Bank
Dewitt,
New York
| $8.92K | +$8.85K | +455 | New |
|
|
KFI
104
Key Financial Inc
West Chester,
Pennsylvania
| $8.09K | – | – | – |
|
|
CTC
105
Central Trust Company
Jefferson City,
Missouri
| $785 | +$778 | +40 | New |
|
106
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.77M | -92,553 | Closed |
|
|
OMC
107
Old Mission Capital
Chicago,
Illinois
| – | -$1.67M | -87,475 | Closed |
|
|
HGERS
108
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$55K | -2,883 | Closed |
|
|
AIM
109
Anchor Investment Management
Columbia,
South Carolina
| – | -$30.6K | -1,600 | Closed |
|
|
AIP
110
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$19K | -975 | Closed |
|
BSCS Hedge Fund Activity: Q4 2022 in Review
105 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2022, worth a combined $314M — up 31% from $240M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BSCS positions and 5 closed out — a net gain of 28 holders — while 44 added to existing stakes and 19 trimmed.
The largest buyer was TLWM Financial, opening a new position worth an estimated $14.4M. The largest seller was Jane Street, cutting an estimated $7.64M.
- 105 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2022, up from 77 in Q3 2022.
- Funds reported $314M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2022, up 31% quarter-over-quarter.
- 33 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2022 and 5 closed out, a net change of +28 holders.
- The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2022 was TLWM Financial, an estimated $14.4M added.
- The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2022 was Jane Street, an estimated $7.64M sold.
Based on aggregated 13F filings for Q4 2022.