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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

221 hedge funds and large institutions have $1.15B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 142 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

390% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 29

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more capital invested

Capital invested by funds: $1.02B → $1.15B (+$134M)

12% more funds holding

Funds holding: 197 → 221 (+24)

9.54% less ownership

Funds ownership: 86.57% → 77.02% (-9.5%)

Holders
221
Holders Change
+24
Holders Change %
+12.18%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
142
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$56M
2
HBT
Hills Bank & Trust
Iowa
+$20.1M
3
LPL Financial
LPL Financial
California
+$17.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.8M
5
SFG
Sterling Financial Group
California
+$12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$79.2M
2
ACA
Aptus Capital Advisors
Alabama
-$8.54M
3
LPT
Legacy Private Trust
Wisconsin
-$6.39M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.77M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
4FG
126
4Thought Financial Group
New York
$795K -$4.92K -245 -0.6%
Franklin Resources
127
Franklin Resources
California
$762K – – –
HSWS
128
Higgins & Schmidt Wealth Strategies
Colorado
$746K +$33.7K +1,677 +5%
CIA
129
Capital Investment Advisors
Georgia
$737K -$40.9K -2,033 -5%
KMC
130
Kirr Marbach & Co
Indiana
$707K -$83.1K -4,134 -11%
LIM
131
Leavell Investment Management
Alabama
$707K +$416K +20,710 +143%
IWP
132
Insight Wealth Partners
Texas
$664K -$27.3K -1,357 -4%
IBOK
133
Independence Bank of Kentucky
Kentucky
$661K +$184K +9,152 +38%
SPC
134
Sigma Planning Corp
Michigan
$653K +$654K +32,553 New
FCCM
135
First City Capital Management
Georgia
$610K +$611K +30,400 New
AWS
136
Atria Wealth Solutions
New York
$603K +$138K +6,871 +30%
SFC
137
Strategic Financial Concepts
Texas
$501K +$123K +6,132 +33%
CAL
138
Capital Analysts LLC
Pennsylvania
$484K -$3.17K -158 -0.7%
Creative Planning
139
Creative Planning
Kansas
$484K +$35.5K +1,767 +8%
HWM
140
HB Wealth Management
Georgia
$482K +$17.8K +885 +4%
AWA
141
Arete Wealth Advisors
Illinois
$477K +$478K +23,777 New
SCA
142
Snowden Capital Advisors
New York
$449K +$10.4K +520 +2%
SIC
143
Sigma Investment Counselors
Michigan
$430K -$31.1K -1,550 -7%
NFG
144
Nations Financial Group
Iowa
$430K +$10.4K +518 +2%
FCAS
145
First Command Advisory Services
Texas
$423K +$2.91K +145 +0.7%
WWM
146
Western Wealth Management
Colorado
$418K – – –
CFS
147
Coordinated Financial Services
Colorado
$400K +$400K +19,927 New
DWA
148
Divergent Wealth Advisors
Utah
$399K – – –
NRI
149
NFP Retirement Inc
California
$399K +$400K +19,881 New
CFCI
150
Comprehensive Financial Consultants Institutional
Indiana
$395K +$75.7K +3,767 +24%
4 5
6
7 8

BSCS Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q1 2024, worth a combined $1.15B — up 13% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BSCS positions and 6 closed out — a net gain of 25 holders — while 142 added to existing stakes and 29 trimmed.

The largest buyer was Lido Advisors, adding an estimated $56M. The largest seller was Morgan Stanley, cutting an estimated $79.2M.

  • 221 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q1 2024, up from 197 in Q4 2023.
  • Funds reported $1.15B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 31 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q1 2024 and 6 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q1 2024 was Lido Advisors, an estimated $56M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $79.2M sold.

Based on aggregated 13F filings for Q1 2024.