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Invesco BulletShares 2028 Corporate Bond ETF

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: 34 (+1)

16% more capital invested

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

6% more funds holding

Funds holding: 133141 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
101
Cetera Advisor Networks
California
$339K +$344K +17,517 New
FAM
102
Flaharty Asset Management
Florida
$328K +$120K +6,130 +57%
WWM
103
Western Wealth Management
Colorado
$317K +$321K +16,350 New
FFN
104
Focus Financial Network
Minnesota
$317K +$29K +1,480 +10%
CFCI
105
Comprehensive Financial Consultants Institutional
Indiana
$314K -$9.17K -467 -3%
SFC
106
Strategic Financial Concepts
Texas
$308K +$312K +15,901 New
RSWM
107
Robertson Stephens Wealth Management
California
$296K
AA
108
Ancora Advisors
Ohio
$293K +$24.5K +1,250 +9%
SFG
109
Sterling Financial Group
California
$282K +$34.2K +1,740 +14%
NFSG
110
Newbridge Financial Services Group
Florida
$280K -$29.4K -1,500 -9%
SWP
111
Summit Wealth Partners
Florida
$268K +$805 +41 +0.3%
KWM
112
Kingsview Wealth Management
Oregon
$264K +$1.37K +70 +0.5%
KC
113
Kades & Cheifetz
Pennsylvania
$254K +$1.77K +90 +0.7%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$249K +$103K +5,241 +69%
AUB
115
Atlantic Union Bankshares
Virginia
$219K
FCAS
116
First Command Advisory Services
Texas
$211K +$214K +10,918 New
SIC
117
Sigma Investment Counselors
Michigan
$210K +$213K +10,858 New
CIAS
118
Capital Investment Advisory Services
North Carolina
$199K -$7.38K -376 -4%
JWCA
119
J.W. Cole Advisors
Florida
$198K +$201K +10,225 New
SPIA
120
Steward Partners Investment Advisory
New York
$196K -$20.3K -1,033 -9%
Legacy Financial Group (Iowa)
121
Legacy Financial Group (Iowa)
Iowa
$143K +$145K +7,397 New
RW
122
RVW Wealth
California
$143K +$145K +7,385 New
AIP
123
Ameritas Investment Partners
Nebraska
$136K -$23.9K -1,220 -15%
CAL
124
Capital Analysts LLC
Pennsylvania
$104K -$84.5K -4,303 -44%
GI
125
GS Investments
Minnesota
$84.7K

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.