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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
HWM
151
HB Wealth Management
Georgia
$482K +$3.15K +158 +0.7%
CFS
152
Coordinated Financial Services
Colorado
$480K +$82.5K +4,144 +21%
SIAS
153
Summit Investment Advisory Services
Minnesota
$478K +$478K +23,982 New
DFG
154
Delta Financial Group
New Jersey
$474K +$97.7K +4,909 +26%
P
155
&Partners
Tennessee
$471K +$470K +23,590 New
HT
156
Heritage Trust
Oklahoma
$470K +$114K +5,750 +32%
OIM
157
Oder Investment Management
California
$464K +$75.5K +3,794 +19%
SCA
158
Snowden Capital Advisors
New York
$458K +$11.3K +568 +3%
NFG
159
Nations Financial Group
Iowa
$448K +$20.6K +1,033 +5%
AWA
160
Arkadios Wealth Advisors
Georgia
$438K +$130K +6,527 +42%
SM
161
Sensible Money
Arizona
$425K +$48.1K +2,414 +13%
MW
162
Members Wealth
Pennsylvania
$419K +$408K +20,511 New
HWAM
163
Hennion & Walsh Asset Management
New Jersey
$414K +$413K +20,741 New
Cerity Partners
164
Cerity Partners
New York
$410K +$409K +20,544 New
DWA
165
Divergent Wealth Advisors
Utah
$397K
NRI
166
NFP Retirement Inc
California
$397K
CFCI
167
Comprehensive Financial Consultants Institutional
Indiana
$392K
WAOI
168
Wealth Advisors of Iowa
Iowa
$389K +$386K +19,383 New
SFC
169
Strategic Financial Concepts
Texas
$377K +$6.99M +351,273 +1,407%
CWS
170
Cypress Wealth Services
California
$375K +$45.3K +2,277 +14%
FIA
171
Foundations Investment Advisors
Arizona
$372K +$125K +6,294 +51%
SIC
172
Sigma Investment Counselors
Michigan
$364K -$63.1K -3,170 -15%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$347K +$9.96K +500 +3%
APA
174
Astoria Portfolio Advisors
New York
$341K +$97K +4,869 +40%
AUB
175
Atlantic Union Bankshares
Virginia
$335K -$19.8K -992 -6%

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.