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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

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: 3 → 4 (+1)

16% more capital invested

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

6% more funds holding

Funds holding: 133 → 141 (+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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$23.2M
2
ACM
Advisors Capital Management
New Jersey
+$8.23M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.27M
4
Stifel Financial
Stifel Financial
Missouri
+$6.21M
5
IAS
IMA Advisory Services
Colorado
+$5.35M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$11.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.83M
3
Jane Street
Jane Street
New York
-$2.22M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.71M
5
CP
Camelot Portfolios
Ohio
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
126
Benjamin F. Edwards & Company
Missouri
$73K – – –
GJIA
127
Glass Jacobson Investment Advisors
Maryland
$62.3K +$648 +33 +1%
SIC
128
SJS Investment Consulting
Ohio
$61.8K – – –
NA
129
NewEdge Advisors
Louisiana
$53.2K -$1.41K -72 -3%
AF
130
Advisornet Financial
Minnesota
$47K +$19.6K +1,000 +70%
HGERS
131
Householder Group Estate & Retirement Specialist
Arizona
$38.2K +$38.7K +1,972 New
SWA
132
Sutton Wealth Advisors
Florida
$36.9K – – –
HI
133
Harbour Investments
Wisconsin
$36.9K +$393 +20 +1%
ST
134
Smithfield Trust
Pennsylvania
$28K – – –
US Bancorp
135
US Bancorp
Minnesota
$21.9K +$22.2K +1,131 New
WBC
136
West Branch Capital
Massachusetts
$20.1K +$216 +11 +1%
AIM
137
Anchor Investment Management
South Carolina
$13.6K – – –
KFI
138
Key Financial Inc
Pennsylvania
$8.19K – – –
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
GRP
140
Global Retirement Partners
California
$5.03K +$5.12K +261 New
PTC
141
Private Trust Company
Ohio
$1.34K -$20.9K -1,066 -94%
MTIC
142
Missouri Trust & Investment Company
Missouri
$465 -$6.04K -308 -93%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
– -$3.83M -194,027 Closed
NCG
144
Newport Capital Group
New Jersey
– -$210K -10,654 Closed
CB
145
Community Bank
New York
– -$8.39K -425 Closed
Fidelity Investments
146
Fidelity Investments
Massachusetts
– -$20 -1 Closed
2 3 4 5
6

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.