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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

261 hedge funds and large institutions have $1.49B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 36

173% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $1.29B → $1.49B (+$201M)

9% more funds holding

Funds holding: 239 → 261 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

0.82% less ownership

Funds ownership: 76.99% → 76.18% (-0.82%)

Holders
261
Holders Change
+22
Holders Change %
+9.21%
% of All Funds
3.75%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
41
Increased
152
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$33.5M
2
Wells Fargo
Wells Fargo
California
+$26M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$11.3M
4
ACA
Aptus Capital Advisors
Alabama
+$8.16M
5
Invesco
Invesco
Georgia
+$7.09M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$16.9M
2
SFC
Strategic Financial Concepts
Texas
-$7.25M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.96M
5
EH
Equitable Holdings
New York
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
151
Brown Advisory
Maryland
$745K +$738K +36,238 New
IWP
152
Insight Wealth Partners
Texas
$675K – – –
CIA
153
Capital Investment Advisors
Georgia
$666K -$17.2K -846 -3%
KMC
154
Kirr Marbach & Co
Indiana
$659K -$21.1K -1,037 -3%
CWS
155
Cypress Wealth Services
California
$654K +$264K +12,987 +69%
AFG
156
Argent Financial Group
Louisiana
$649K +$643K +31,572 New
FIA
157
Foundations Investment Advisors
Arizona
$613K +$228K +11,181 +60%
OIM
158
Oder Investment Management
California
$612K +$132K +6,488 +28%
AWS
159
Atria Wealth Solutions
New York
$581K -$64K -3,146 -10%
WWM
160
Western Wealth Management
Colorado
$573K +$40.7K +2,000 +8%
KFI
161
Key Financial Inc
Pennsylvania
$570K +$277K +13,600 +96%
HWM
162
HB Wealth Management
Georgia
$566K +$68.4K +3,360 +14%
AWA
163
Arete Wealth Advisors
Illinois
$560K +$19.3K +948 +4%
KWM
164
Kingsview Wealth Management
Oregon
$548K +$1.41K +69 +0.3%
SPC
165
Sigma Planning Corp
Michigan
$517K +$512K +25,161 New
SM
166
Sensible Money
Arizona
$516K +$76.9K +3,776 +18%
MPW
167
Monterey Private Wealth
California
$515K +$510K +25,053 New
DFG
168
Delta Financial Group
New Jersey
$492K +$3.71K +182 +0.8%
P
169
&Partners
Tennessee
$490K +$5.39K +265 +1%
MFP
170
Meridian Financial Partners
Virginia
$476K +$472K +23,170 New
NFG
171
Nations Financial Group
Iowa
$462K +$448 +22 +0.1%
AWA
172
Arkadios Wealth Advisors
Georgia
$456K +$4.7K +231 +1%
JWCA
173
J.W. Cole Advisors
Florida
$449K +$445K +21,844 New
Creative Planning
174
Creative Planning
Kansas
$447K -$102K -4,991 -19%
SWA
175
Sax Wealth Advisors
New Jersey
$445K +$158K +7,755 +56%
5 6
7
8 9

BSCS Hedge Fund Activity: Q3 2024 in Review

261 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q3 2024, worth a combined $1.49B — up 16% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BSCS positions and 15 closed out — a net gain of 26 holders — while 152 added to existing stakes and 36 trimmed.

The largest buyer was LPL Financial, adding an estimated $33.5M. The largest seller was Tradewinds Capital Management, cutting an estimated $16.9M.

  • 261 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q3 2024, up from 239 in Q2 2024.
  • Funds reported $1.49B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 41 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q3 2024 and 15 closed out, a net change of +26 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q3 2024 was LPL Financial, an estimated $33.5M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q3 2024 was Tradewinds Capital Management, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2024.