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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
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 +$111K +5,500 +45%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$343K +$338K +16,800 +5,600%
CIBC World Market
158
CIBC World Market
Ontario, Canada
$339K +$49.6K +2,470 +17%
CWS
159
Cypress Wealth Services
California
$332K +$332K +16,525 New
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$326K -$1.41M -69,979 -81%
AWA
161
Arkadios Wealth Advisors
Georgia
$310K -$322 -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 +$80.2K +3,991 +37%
KC
165
Kades & Cheifetz
Pennsylvania
$291K +$15.1K +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 +$864 +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 +$252K +12,529 +4,149%
IFG
173
Independent Financial Group
California
$256K +$35K +1,742 +16%
GCA
174
Genesee Capital Advisors
New York
$254K +$254K +12,650 New
FIA
175
Foundations Investment Advisors
Arizona
$247K +$248K +12,328 New
5 6
7
8 9

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.