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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
Citadel Advisors
176
Citadel Advisors
Florida
$442K +$438K +21,491 New
AWM
177
Avior Wealth Management
Nebraska
$438K +$114K +5,579 +35%
SIC
178
Sigma Investment Counselors
Michigan
$432K +$55.9K +2,747 +15%
FIM
179
Freedom Investment Management
Connecticut
$430K +$425K +20,897 New
SCA
180
Snowden Capital Advisors
New York
$424K -$47.6K -2,338 -10%
SFC
181
Strategic Financial Concepts
Texas
$418K -$7.25M -355,927 -95%
CFCI
182
Comprehensive Financial Consultants Institutional
Indiana
$415K +$10.1K +495 +3%
BMM
183
Berkshire Money Management
Massachusetts
$414K +$410K +20,159 New
DWA
184
Divergent Wealth Advisors
Utah
$409K – – –
NRI
185
NFP Retirement Inc
California
$409K – – –
UCFA
186
United Capital Financial Advisors
Texas
$385K +$49.9K +2,450 +15%
Mariner
187
Mariner
Kansas
$379K +$54.5K +2,679 +17%
AUB
188
Atlantic Union Bankshares
Virginia
$375K +$29.5K +1,450 +9%
CIBC World Market
189
CIBC World Market
Ontario, Canada
$358K – – –
HF
190
HRT Financial
New York
$352K +$349K +17,164 New
APA
191
Astoria Portfolio Advisors
New York
$350K -$204 -10 -0.1%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$344K +$110K +5,419 +48%
IFG
193
Independent Financial Group
California
$330K +$62.2K +3,056 +24%
LWANC
194
Laurel Wealth Advisors (North Carolina)
North Carolina
$320K +$234K +11,500 +282%
AA
195
Ancora Advisors
Ohio
$320K – – –
BFG
196
Beacon Financial Group
Texas
$319K – – –
ACG
197
Allen Capital Group
Nebraska
$319K +$90.8K +4,461 +40%
HI
198
Harbour Investments
Wisconsin
$316K +$270K +13,250 +627%
CB
199
Chris Bulman
California
$315K -$5.58K -274 -2%
RSWM
200
Robertson Stephens Wealth Management
California
$314K – – –
6 7
8
9 10

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.