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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
SWP
101
Summit Wealth Partners
Florida
$272K -$4.21K -211 -2%
KWM
102
Kingsview Wealth Management
Oregon
$268K +$271K +13,561 New
KC
103
Kades & Cheifetz
Pennsylvania
$257K
SFG
104
Sterling Financial Group
California
$253K +$256K +12,812 New
AUB
105
Atlantic Union Bankshares
Virginia
$223K +$9.98K +500 +5%
SPIA
106
Steward Partners Investment Advisory
New York
$220K -$22K -1,102 -9%
FCB
107
First Command Bank
Texas
$213K -$319 -16 -0.1%
FCFS
108
First Command Financial Services
Texas
$213K -$319 -16 -0.1%
FAM
109
Flaharty Asset Management
Florida
$213K
NCG
110
Newport Capital Group
New Jersey
$210K +$213K +10,654 New
CIAS
111
Capital Investment Advisory Services
North Carolina
$210K +$459 +23 +0.2%
CAL
112
Capital Analysts LLC
Pennsylvania
$191K +$163K +8,173 +544%
AIP
113
Ameritas Investment Partners
Nebraska
$162K +$599 +30 +0.4%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$150K +$2.58K +129 +2%
FCAG
115
First Capital Advisors Group
New Jersey
$86.6K +$87.6K +4,388 New
GI
116
GS Investments
Minnesota
$86.4K
BFEC
117
Benjamin F. Edwards & Company
Missouri
$74K
SIC
118
SJS Investment Consulting
Ohio
$63K +$33.8K +1,693 +113%
GJIA
119
Glass Jacobson Investment Advisors
Maryland
$62.8K +$63.5K +3,182 New
GWM
120
Geneos Wealth Management
Colorado
$62.8K +$12.8K +639 +25%
NA
121
NewEdge Advisors
Louisiana
$55.6K +$359 +18 +0.6%
SWA
122
Sutton Wealth Advisors
Florida
$37.6K +$38K +1,905 New
HI
123
Harbour Investments
Wisconsin
$37.2K +$359 +18 +1%
AF
124
Advisornet Financial
Minnesota
$28.1K
ST
125
Smithfield Trust
Pennsylvania
$28K

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.