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Invesco BulletShares 2028 Corporate Bond ETF

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: 811 (+3)

12% more capital invested

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

8% more funds holding

Funds holding: 221239 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AC
126
Apella Capital
Connecticut
$896K -$21.6K -1,086 -2%
IBOK
127
Independence Bank of Kentucky
Kentucky
$869K +$211K +10,583 +32%
EW
128
Evexia Wealth
Wisconsin
$830K +$824K +41,369 New
HSWS
129
Higgins & Schmidt Wealth Strategies
Colorado
$819K +$77.5K +3,890 +10%
CAL
130
Capital Analysts LLC
Pennsylvania
$809K +$327K +16,434 +68%
TCCM
131
Timber Creek Capital Management
Massachusetts
$796K -$18.5K -929 -2%
KC
132
Kades & Cheifetz
Pennsylvania
$795K +$504K +25,321 +174%
4FG
133
4Thought Financial Group
New York
$793K +$2.59K +130 +0.3%
LIM
134
Leavell Investment Management
Alabama
$778K +$75.2K +3,775 +11%
FCCM
135
First City Capital Management
Georgia
$762K +$155K +7,800 +26%
Franklin Resources
136
Franklin Resources
California
$757K
FCAS
137
First Command Advisory Services
Texas
$756K +$335K +16,813 +80%
HA
138
Hanover Advisors
South Carolina
$750K -$269K -13,522 -26%
FAM
139
Flaharty Asset Management
Florida
$730K -$305K -15,330 -30%
CIA
140
Capital Investment Advisors
Georgia
$664K -$69.3K -3,478 -9%
KMC
141
Kirr Marbach & Co
Indiana
$661K -$42.2K -2,120 -6%
IWP
142
Insight Wealth Partners
Texas
$655K -$4.88K -245 -0.7%
AFA
143
AA Financial Advisors
Ohio
$629K +$628K +31,549 New
AWS
144
Atria Wealth Solutions
New York
$627K +$27.5K +1,381 +5%
TW
145
TrinityPoint Wealth
Connecticut
$560K +$559K +28,068 New
CFS
146
CRA Financial Services
New Jersey
$549K +$548K +27,506 New
Creative Planning
147
Creative Planning
Kansas
$533K +$52.3K +2,626 +11%
KWM
148
Kingsview Wealth Management
Oregon
$531K +$235K +11,817 +80%
AWA
149
Arete Wealth Advisors
Illinois
$524K +$49.9K +2,505 +11%
WWM
150
Western Wealth Management
Colorado
$516K +$99.6K +5,000 +24%

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.