BSCS icon

Invesco BulletShares 2028 Corporate Bond ETF

259 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 40 funds opening new positions, 151 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+21
Holders Change %
+8.82%
% 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
40
Increased
151
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
151
Brown Advisory
Maryland
$745K +$745K +36,238 New
IWP
152
Insight Wealth Partners
Texas
$675K
CIA
153
Capital Investment Advisors
Georgia
$666K -$17.4K -846 -3%
KMC
154
Kirr Marbach & Co
Indiana
$659K -$21.3K -1,037 -3%
CWS
155
Cypress Wealth Services
California
$654K +$267K +12,987 +69%
AFG
156
Argent Financial Group
Louisiana
$649K +$649K +31,572 New
FIA
157
Foundations Investment Advisors
Arizona
$613K +$230K +11,181 +60%
OIM
158
Oder Investment Management
California
$612K +$133K +6,488 +28%
AWS
159
Atria Wealth Solutions
New York
$581K -$64.7K -3,146 -10%
WWM
160
Western Wealth Management
Colorado
$573K +$41.1K +2,000 +8%
KFI
161
Key Financial Inc
Pennsylvania
$570K +$280K +13,600 +96%
HWM
162
HB Wealth Management
Georgia
$566K +$69.1K +3,360 +14%
AWA
163
Arete Wealth Advisors
Illinois
$560K +$19.5K +948 +4%
KWM
164
Kingsview Wealth Management
Oregon
$548K +$1.42K +69 +0.3%
SPC
165
Sigma Planning Corp
Michigan
$517K +$517K +25,161 New
SM
166
Sensible Money
Arizona
$516K +$77.6K +3,776 +18%
MPW
167
Monterey Private Wealth
California
$515K +$515K +25,053 New
DFG
168
Delta Financial Group
New Jersey
$492K +$3.74K +182 +0.8%
P
169
&Partners
Tennessee
$490K +$5.45K +265 +1%
MFP
170
Meridian Financial Partners
Virginia
$476K +$476K +23,170 New
NFG
171
Nations Financial Group
Iowa
$462K +$452 +22 +0.1%
AWA
172
Arkadios Wealth Advisors
Georgia
$456K +$4.75K +231 +1%
JWCA
173
J.W. Cole Advisors
Florida
$449K +$449K +21,844 New
Creative Planning
174
Creative Planning
Kansas
$447K -$103K -4,991 -19%
SWA
175
Sax Wealth Advisors
New Jersey
$445K +$159K +7,755 +56%