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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
SWM
126
Silverlake Wealth Management
Vermont
$1.75M +$362K +17,842 +26%
CP
127
Cornerstone Planning
North Carolina
$1.75M +$1.76M +86,877 New
CFS
128
CRA Financial Services
New Jersey
$1.72M +$982K +48,415 +130%
SAM
129
Sawgrass Asset Management
Florida
$1.59M +$171K +8,421 +12%
BBW
130
Blue Barn Wealth
Utah
$1.56M +$340K +16,771 +28%
GCM
131
G2 Capital Management
Ohio
$1.55M +$17.7K +873 +1%
PWA
132
Provenance Wealth Advisors
Florida
$1.55M -$5.88M -289,829 -79%
Creative Planning
133
Creative Planning
Kansas
$1.51M +$1.08M +53,359 +245%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$1.48M +$328K +16,158 +28%
AI
135
Atria Investments
North Carolina
$1.47M +$210K +10,329 +16%
KBFS
136
Kohmann Bosshard Financial Services
Ohio
$1.47M +$397K +19,566 +37%
CP
137
Camelot Portfolios
Ohio
$1.44M -$16.9K -835 -1%
KAS
138
Kestra Advisory Services
Texas
$1.42M -$4.25M -209,672 -75%
RFN
139
Redwood Financial Network
Ohio
$1.38M +$87.2K +4,297 +7%
EWA
140
EP Wealth Advisors
California
$1.34M +$1.25M +61,477 +1,193%
SCA
141
Stonebridge Capital Advisors
Minnesota
$1.32M -$141K -6,975 -10%
LPT
142
Legacy Private Trust
Wisconsin
$1.26M -$374K -18,456 -23%
SWP
143
Stratos Wealth Partners
Ohio
$1.25M -$83.8K -4,130 -6%
AA
144
ArborFi Advisors
Michigan
$1.24M +$1.25M +61,707 New
SS
145
Sound Stewardship
Kansas
$1.18M +$985K +48,568 +483%
FLP
146
Financial Life Planners
Arizona
$1.17M +$1.18M +58,359 New
SWM
147
Segment Wealth Management
Texas
$1.17M +$35.8K +1,764 +3%
BCFS
148
Butensky & Cohen Financial Security
Florida
$1.14M +$18.7K +921 +2%
PAS
149
Park Avenue Securities
New York
$1.13M +$1.14M +55,964 New
IA
150
IFP Advisors
Florida
$1.12M +$12.7K +624 +1%

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.