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Invesco BulletShares 2028 Corporate Bond ETF

305 hedge funds and large institutions have $1.74B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 170 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 14

278% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 45

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

17% more capital invested

Capital invested by funds: $1.49B → $1.74B (+$252M)

17% more funds holding

Funds holding: 261305 (+44)

2.25% more ownership

Funds ownership: 76.18%78.43% (+2.3%)

Holders
305
Holders Change
+44
Holders Change %
+16.86%
% of All Funds
4.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
63
Increased
170
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AR
151
Apeiron RIA
Texas
$1.09M +$7.18K +354 +0.7%
RWA
152
River Wealth Advisors
Pennsylvania
$1.09M +$1.09M +53,975 New
AWM
153
Avior Wealth Management
Nebraska
$1.08M +$653K +32,212 +151%
RIS
154
Richmond Investment Services
Wisconsin
$1.07M +$1.08M +53,345 New
LWANC
155
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.07M +$758K +37,360 +240%
WFC
156
Western Financial Corp
California
$1.05M +$101K +4,969 +11%
HA
157
Hanover Advisors
South Carolina
$1.03M +$118K +5,808 +13%
SFC
158
Strategic Financial Concepts
Texas
$1.03M +$630K +31,044 +153%
HGA
159
Hobbs Group Advisors
South Carolina
$1.02M -$588 -29 -0.1%
LIM
160
Leavell Investment Management
Alabama
$1.02M +$7.99K +394 +0.8%
CAL
161
Capital Analysts LLC
Pennsylvania
$999K +$8.66K +427 +0.9%
JWCA
162
J.W. Cole Advisors
Florida
$958K +$522K +25,726 +118%
IBOK
163
Independence Bank of Kentucky
Kentucky
$949K -$10.1K -496 -1%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$920K +$927K +45,709 New
RC
165
Roundview Capital
New Jersey
$919K +$926K +45,661 New
VPF
166
Vantage Point Financial
Illinois
$918K +$926K +45,628 New
FIM
167
Freedom Investment Management
Connecticut
$914K +$497K +24,490 +117%
KFI
168
Key Financial Inc
Pennsylvania
$889K +$333K +16,435 +59%
KC
169
Kades & Cheifetz
Pennsylvania
$882K +$3.47K +171 +0.4%
HI
170
Harbour Investments
Wisconsin
$871K +$566K +27,901 +182%
SPC
171
Sigma Planning Corp
Michigan
$870K +$367K +18,075 +72%
AC
172
Apella Capital
Connecticut
$855K +$14.2K +702 +2%
FCCM
173
First City Capital Management
Georgia
$847K
CG
174
Cynosure Group
Utah
$841K
RAM
175
Redmond Asset Management
Virginia
$841K +$847K +41,768 New

BSCS Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2024, worth a combined $1.74B — up 17% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BSCS positions and 14 closed out — a net gain of 49 holders — while 170 added to existing stakes and 45 trimmed.

The largest buyer was Fusion Family Wealth, opening a new position worth an estimated $31.6M. The largest seller was Motley Fool Wealth Management, cutting an estimated $7.33M.

  • 305 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2024, up from 261 in Q3 2024.
  • Funds reported $1.74B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 63 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2024 and 14 closed out, a net change of +49 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2024 was Fusion Family Wealth, an estimated $31.6M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2024 was Motley Fool Wealth Management, an estimated $7.33M sold.

Based on aggregated 13F filings for Q4 2024.