BSCS icon

Invesco BulletShares 2028 Corporate Bond ETF
BSCS

Overview Fund Activity

220 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, 141 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+24
Holders Change %
+12.24%
% of All Funds
3.19%
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
141
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
$92.1M
2
HBT
Hills Bank & Trust
Iowa
$37.7M
3
LPL Financial
LPL Financial
California
$49.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$43.9M
5
SFG
Sterling Financial Group
California
$12.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$128M
2
ACA
Aptus Capital Advisors
Alabama
$13.9M
3
LPT
Legacy Private Trust
Wisconsin
$3.69M
4
HighTower Advisors
HighTower Advisors
Illinois
$2.63M
5
Osaic Holdings
Osaic Holdings
Arizona
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
151
Oder Investment Management
California
$391K +$25.1K +1,250 +7%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$383K +$152K +7,557 +66%
SM
153
Sensible Money
Arizona
$379K +$17K +845 +5%
DFG
154
Delta Financial Group
New Jersey
$379K +$45.7K +2,274 +14%
HT
155
Heritage Trust
Oklahoma
$358K +$101K +5,050 +40%
AUB
156
Atlantic Union Bankshares
Virginia
$357K +$110K +5,500 +45%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$343K +$337K +16,800 +5,600%
CIBC World Market
158
CIBC World Market
Ontario, Canada
$339K +$49.5K +2,470 +17%
CWS
159
Cypress Wealth Services
California
$332K +$332K +16,525 New
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$326K -$1.4M -69,979 -81%
AWA
161
Arkadios Wealth Advisors
Georgia
$310K -$321 -16 -0.1%
RSWM
162
Robertson Stephens Wealth Management
California
$307K – – –
CA
163
Cetera Advisors
Colorado
$306K +$42.3K +2,107 +16%
KWM
164
Kingsview Wealth Management
Oregon
$297K +$80.1K +3,991 +37%
KC
165
Kades & Cheifetz
Pennsylvania
$291K +$15K +749 +5%
NFSG
166
Newbridge Financial Services Group
Florida
$288K -$2.91K -145 -1%
AA
167
Ancora Advisors
Ohio
$287K – – –
SWP
168
Summit Wealth Partners
Florida
$279K +$863 +43 +0.3%
DCM
169
Davis Capital Management
Florida
$276K +$12.2K +609 +5%
YWM
170
Yoder Wealth Management
California
$270K – – –
KP
171
Keel Point
Alabama
$269K +$201 +10 +0.1%
ASN
172
Advisory Services Network
Georgia
$258K +$251K +12,529 +4,149%
GCA
173
Genesee Capital Advisors
New York
$254K +$254K +12,650 New
FIA
174
Foundations Investment Advisors
Arizona
$247K +$247K +12,328 New
TCA
175
Transcend Capital Advisors
New Jersey
$247K +$20.1K +1,000 +9%
5 6
7
8 9