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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
HI
101
Harbour Investments
Wisconsin
$37.5K +$338 +17 +0.9%
HGERS
102
Householder Group Estate & Retirement Specialist
Arizona
$37K +$36.9K +1,856 New
SIC
103
SJS Investment Consulting
Ohio
$30K
CAL
104
Capital Analysts LLC
Pennsylvania
$30K
ST
105
Smithfield Trust
Pennsylvania
$29K -$716 -36 -2%
AF
106
Advisornet Financial
Minnesota
$28.6K +$12.4K +625 +78%
JP Morgan Chase
107
JP Morgan Chase
New York
$27.5K +$27.3K +1,371 New
GRP
108
Global Retirement Partners
California
$24.7K +$24.3K +1,224 New
PTC
109
Private Trust Company
Ohio
$22.8K
WBC
110
West Branch Capital
Massachusetts
$20.4K +$179 +9 +0.9%
VCM
111
Vigilant Capital Management
Maine
$18K +$4.97K +250 +38%
CTA
112
Colonial Trust Advisors
South Carolina
$15.1K +$14.9K +750 New
AIM
113
Anchor Investment Management
South Carolina
$14K +$13.9K +700 New
CB
114
Community Bank
New York
$8.53K -$597 -30 -7%
KFI
115
Key Financial Inc
Pennsylvania
$8.49K
AAS
116
Ameritas Advisory Services
Nebraska
$8.27K +$8.19K +412 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$6K -$13.9K -700 -70%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$2.53K +$2.51K +126 New
ASN
119
Advisory Services Network
Georgia
$743 +$736 +37 New
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$668 +$156K +7,859 +31%
NCG
121
Newport Capital Group
New Jersey
-$209K -10,654 Closed
LFA
122
Level Financial Advisors
New York
-$9K -444 Closed
CTC
123
Central Trust Company
Missouri
-$785 -40 Closed

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.