We are live on ! Find out more
BSCS icon

Invesco BulletShares 2028 Corporate Bond ETF
BSCS

197 hedge funds and large institutions have $1.02B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 99 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,933% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 3

281% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 26

82% more capital invested

Capital invested by funds: $558M → $1.02B (+$458M)

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

40% more funds holding

Funds holding: 141 → 197 (+56)

10.58% more ownership

Funds ownership: 75.98% → 86.57% (+11%)

Holders
197
Holders Change
+56
Holders Change %
+39.72%
% of All Funds
2.87%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
61
Increased
99
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$126M
2
Lido Advisors
Lido Advisors
California
+$33.7M
3
BCM
Brookstone Capital Management
Illinois
+$31.1M
4
TA
TruWealth Advisors
Louisiana
+$20.6M
5
HBT
Hills Bank & Trust
Iowa
+$17.2M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$7.78M
2
Jane Street
Jane Street
New York
-$3.09M
3
Ameriprise
Ameriprise
Minnesota
-$882K
4
SCA
Stonebridge Capital Advisors
Minnesota
-$852K
5
AWM
Avior Wealth Management
Nebraska
-$495K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
126
HB Wealth Management
Georgia
$469K +$454K +23,132 New
SIC
127
Sigma Investment Counselors
Michigan
$466K +$238K +12,122 +112%
Creative Planning
128
Creative Planning
Kansas
$453K +$438K +22,341 New
SCA
129
Snowden Capital Advisors
New York
$443K – – –
FCAS
130
First Command Advisory Services
Texas
$424K +$196K +9,995 +92%
NFG
131
Nations Financial Group
Iowa
$424K +$44.1K +2,249 +12%
OPA
132
Old Port Advisors
Maine
$424K +$410K +20,884 New
WWM
133
Western Wealth Management
Colorado
$423K +$88.3K +4,500 +28%
KOC
134
Koss-Olinger Consulting
Florida
$420K – – –
DWA
135
Divergent Wealth Advisors
Utah
$403K +$390K +19,881 New
SFC
136
Strategic Financial Concepts
Texas
$382K +$57.5K +2,933 +18%
OIM
137
Oder Investment Management
California
$370K +$358K +18,227 New
SM
138
Sensible Money
Arizona
$366K +$8.01K +408 +2%
RWA
139
Redhawk Wealth Advisors
Minnesota
$340K +$329K +16,788 New
DFG
140
Delta Financial Group
New Jersey
$336K +$325K +16,588 New
FTUS
141
Flow Traders U.S.
New York
$329K +$318K +16,219 New
OMC
142
Old Mission Capital
Illinois
$326K +$315K +16,054 New
CFCI
143
Comprehensive Financial Consultants Institutional
Indiana
$323K -$5.55K -283 -2%
AWA
144
Arkadios Wealth Advisors
Georgia
$313K +$303K +15,445 New
RSWM
145
Robertson Stephens Wealth Management
California
$310K – – –
SFG
146
Sterling Financial Group
California
$295K – – –
LIM
147
Leavell Investment Management
Alabama
$295K +$285K +14,525 New
NFSG
148
Newbridge Financial Services Group
Florida
$293K – – –
CIBC World Market
149
CIBC World Market
Ontario, Canada
$293K +$283K +14,430 New
AA
150
Ancora Advisors
Ohio
$290K -$16.2K -828 -5%
4 5
6
7 8

BSCS Hedge Fund Activity: Q4 2023 in Review

197 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2023, worth a combined $1.02B — up 82% from $558M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BSCS positions and 3 closed out — a net gain of 58 holders — while 99 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $126M. The largest seller was HighTower Advisors, cutting an estimated $7.78M.

  • 197 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2023, up from 141 in Q3 2023.
  • Funds reported $1.02B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2023, up 82% quarter-over-quarter.
  • 61 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2023 and 3 closed out, a net change of +58 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $126M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2023 was HighTower Advisors, an estimated $7.78M sold.

Based on aggregated 13F filings for Q4 2023.