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Invesco BulletShares 2028 Corporate Bond ETF

305 hedge funds and large institutions have $1.74B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 170 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 14

278% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 45

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

17% more capital invested

Capital invested by funds: $1.49B → $1.74B (+$252M)

17% more funds holding

Funds holding: 261305 (+44)

2.25% more ownership

Funds ownership: 76.18%78.43% (+2.3%)

Holders
305
Holders Change
+44
Holders Change %
+16.86%
% of All Funds
4.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
63
Increased
170
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
101
Orion Portfolio Solutions
Nebraska
$2.36M +$114K +5,643 +5%
OPA
102
Old Port Advisors
Maine
$2.35M +$694K +34,224 +41%
P
103
&Partners
Tennessee
$2.34M +$1.87M +92,190 +386%
GCP
104
Gill Capital Partners
Colorado
$2.33M +$147K +7,269 +7%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$2.32M -$991K -48,835 -30%
CIA
106
Concurrent Investment Advisors
Florida
$2.3M -$1.79M -88,279 -44%
SFG
107
SNS Financial Group
Minnesota
$2.3M +$2.31M +114,074 New
PFS
108
Prospera Financial Services
Texas
$2.3M +$618K +30,445 +36%
PGWM
109
Parisi Gray Wealth Management
New Jersey
$2.27M +$174K +8,583 +8%
GIA
110
Gladstone Institutional Advisory
Florida
$2.25M +$61.5K +3,034 +3%
AFA
111
AA Financial Advisors
Ohio
$2.25M +$870K +42,886 +62%
EW
112
Evexia Wealth
Wisconsin
$2.21M +$1.26M +62,003 +130%
Citadel Advisors
113
Citadel Advisors
Florida
$2.2M +$1.78M +87,690 +408%
LCM
114
Leisure Capital Management
California
$2.19M -$60K -2,959 -3%
HNB
115
Huntington National Bank
Ohio
$2.18M
AWG
116
Altus Wealth Group
Colorado
$2.16M -$113K -5,570 -5%
OFG
117
Opulen Financial Group
Virginia
$2.15M +$2.16M +106,661 New
EI
118
Ellevest Inc
New York
$2.09M +$110K +5,435 +6%
MGIA
119
Matthew Goff Investment Advisor
Texas
$2.05M -$443K -21,828 -18%
ACM
120
AlphaStar Capital Management
North Carolina
$2.02M +$36.8K +1,812 +2%
SI
121
Stephens Inc
Arkansas
$1.96M +$269K +13,238 +16%
HWAM
122
Hennion & Walsh Asset Management
New Jersey
$1.85M +$719K +35,471 +63%
TW
123
TrinityPoint Wealth
Connecticut
$1.85M +$298K +14,692 +19%
GWA
124
Genesis Wealth Advisors
Massachusetts
$1.81M +$1.82M +89,940 New
AF
125
Allworth Financial
California
$1.77M +$1.79M +88,129 New

BSCS Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2024, worth a combined $1.74B — up 17% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BSCS positions and 14 closed out — a net gain of 49 holders — while 170 added to existing stakes and 45 trimmed.

The largest buyer was Fusion Family Wealth, opening a new position worth an estimated $31.6M. The largest seller was Motley Fool Wealth Management, cutting an estimated $7.33M.

  • 305 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2024, up from 261 in Q3 2024.
  • Funds reported $1.74B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 63 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2024 and 14 closed out, a net change of +49 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2024 was Fusion Family Wealth, an estimated $31.6M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2024 was Motley Fool Wealth Management, an estimated $7.33M sold.

Based on aggregated 13F filings for Q4 2024.