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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

Overview Fund Activity

238 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, 141 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+18
Holders Change %
+8.18%
% of All Funds
3.46%
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
141
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$46.5M
2
RJA
2
Raymond James & Associates
Florida
$34.6M
3
TCM
3
Tradewinds Capital Management
Washington
$16.6M
4
Lido Advisors
4
Lido Advisors
California
$103M
5
LPL Financial
5
LPL Financial
California
$58.9M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
Jane Street
2
Jane Street
New York
$0
3
PA
3
Procyon Advisors
Connecticut
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.36M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
176
United Capital Financial Advisors
Texas
$325K +$325K +16,290 New
Mariner
177
Mariner
Kansas
$314K +$314K +15,751 New
AWM
178
Avior Wealth Management
Nebraska
$314K +$82.4K +4,132 +36%
CB
179
Chris Bulman
California
$311K +$311K +15,591 New
AA
180
Ancora Advisors
Ohio
$311K +$25K +1,254 +9%
BFG
181
Beacon Financial Group
Texas
$309K +$309K +15,500 New
RSWM
182
Robertson Stephens Wealth Management
California
$305K – – –
NFSG
183
Newbridge Financial Services Group
Florida
$286K – – –
KFI
184
Key Financial Inc
Pennsylvania
$282K +$141K +7,061 +100%
SWP
185
Summit Wealth Partners
Florida
$278K +$958 +48 +0.3%
SWA
186
Sax Wealth Advisors
New Jersey
$277K +$277K +13,876 New
KP
187
Keel Point
Alabama
$274K +$306 +15 +0.1%
YWM
188
Yoder Wealth Management
California
$268K – – –
DCM
189
Davis Capital Management
Florida
$262K -$13.1K -657 -5%
GCA
190
Genesee Capital Advisors
New York
$252K – – –
TCA
191
Transcend Capital Advisors
New Jersey
$246K – – –
SFS
192
Solitude Financial Services
Virginia
$243K – – –
ASN
193
Advisory Services Network
Georgia
$243K -$13.4K -672 -5%
KOC
194
Koss-Olinger Consulting
Florida
$232K +$232K +11,616 New
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$225K -$115K -5,800 -34%
ACG
196
Allen Capital Group
Nebraska
$220K +$220K +11,033 New
CIAS
197
Capital Investment Advisory Services
North Carolina
$206K +$559 +28 +0.3%
BFEC
198
Benjamin F. Edwards & Company
Missouri
$204K +$38.3K +1,922 +23%
NF
199
Nikulski Financial
Iowa
$202K +$202K +10,150 New
WA
200
Wambolt & Associates
Colorado
$202K +$202K +10,156 New
6 7
8
9 10