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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

239 hedge funds and large institutions have $1.29B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 38

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

12% more capital invested

Capital invested by funds: $1.15B → $1.29B (+$139M)

8% more funds holding

Funds holding: 221 → 239 (+18)

0.03% less ownership

Funds ownership: 77.02% → 76.99% (-0.03%)

Holders
239
Holders Change
+18
Holders Change %
+8.14%
% of All Funds
3.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
35
Increased
142
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$46.4M
2
RJA
Raymond James & Associates
Florida
+$16.9M
3
TCM
Tradewinds Capital Management
Washington
+$16.6M
4
Lido Advisors
Lido Advisors
California
+$11.1M
5
LPL Financial
LPL Financial
California
+$10M

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$10.6M
2
Jane Street
Jane Street
New York
-$9.35M
3
PA
Procyon Advisors
Connecticut
-$3.18M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.62M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
101
Ellevest Inc
New York
$1.66M +$128K +6,447 +8%
GCM
102
G2 Capital Management
Ohio
$1.5M +$17.5K +878 +1%
SAM
103
Sawgrass Asset Management
Florida
$1.43M – – –
PF
104
Phoenix Financial
Israel
$1.43M -$79.5K -3,994 -5%
OPA
105
Old Port Advisors
Maine
$1.42M +$477K +23,966 +51%
SWP
106
Stratos Wealth Partners
Ohio
$1.41M +$230K +11,554 +20%
MOS
107
MGO One Seven
Ohio
$1.34M +$422K +21,195 +46%
PFS
108
Prospera Financial Services
Texas
$1.3M +$15.2K +765 +1%
RFN
109
Redwood Financial Network
Ohio
$1.2M +$94.9K +4,767 +9%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$1.19M +$24.3K +1,220 +2%
BBW
111
Blue Barn Wealth
Utah
$1.18M +$75.1K +3,773 +7%
SA
112
Sanctuary Advisors
Indiana
$1.16M +$1.17M +58,891 New
SWM
113
Segment Wealth Management
Texas
$1.15M – – –
BCFS
114
Butensky & Cohen Financial Security
Florida
$1.11M +$54.4K +2,733 +5%
IA
115
IFP Advisors
Florida
$1.1M -$2.47K -124 -0.2%
HNB
116
Huntington National Bank
Ohio
$1.04M – – –
SWM
117
Silverlake Wealth Management
Vermont
$1.03M +$141K +7,100 +16%
AR
118
Apeiron RIA
Texas
$1.02M +$8.84K +444 +0.9%
HGA
119
Hobbs Group Advisors
South Carolina
$998K +$997K +50,047 New
AI
120
Atria Investments
North Carolina
$967K +$965K +48,451 New
KBFS
121
Kohmann Bosshard Financial Services
Ohio
$966K +$23.8K +1,195 +3%
SI
122
Stephens Inc
Arkansas
$950K +$123K +6,155 +15%
WFC
123
Western Financial Corp
California
$934K +$40.3K +2,023 +5%
Comerica Bank
124
Comerica Bank
Texas
$911K +$72.2K +3,627 +9%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$901K +$888K +44,580 +7,835%
3 4
5
6 7

BSCS Hedge Fund Activity: Q2 2024 in Review

239 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q2 2024, worth a combined $1.29B — up 12% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCS positions and 14 closed out — a net gain of 21 holders — while 142 added to existing stakes and 38 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.4M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $10.6M sold.

  • 239 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q2 2024, up from 221 in Q1 2024.
  • Funds reported $1.29B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q2 2024 and 14 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.4M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q2 2024 was Janney Montgomery Scott, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2024.