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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

Overview Fund Activity

303 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, 169 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+44
Holders Change %
+16.99%
% of All Funds
4.04%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
63
Increased
169
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFW
1
Fusion Family Wealth
New York
$31.4M
2
TA
2
TruWealth Advisors
Louisiana
$83.9M
3
MCM
3
MAI Capital Management
Ohio
$26.7M
4
Wells Fargo
4
Wells Fargo
California
$109M
5
IAA
5
Independent Advisor Alliance
North Carolina
$14.9M

Top Sellers

1
MFWM
1
Motley Fool Wealth Management
Virginia
$14.4M
2
WWM
2
WJ Wealth Management
Arizona
$0
3
PWA
3
Provenance Wealth Advisors
Florida
$1.55M
4
LPL Financial
4
LPL Financial
California
$87.2M
5
KAS
5
Kestra Advisory Services
Texas
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
176
Wingate Wealth Advisors
Massachusetts
$829K +$829K +41,205 New
HT
177
Heritage Trust
Oklahoma
$821K +$821K +40,760 New
LWMM
178
Legacy Wealth Management (Mississippi)
Mississippi
$801K +$16.2K +805 +2%
IWP
179
Insight Wealth Partners
Texas
$768K +$107K +5,316 +16%
Franklin Resources
180
Franklin Resources
California
$764K – – –
KOC
181
Koss-Olinger Consulting
Florida
$760K +$526K +26,153 +225%
FAM
182
Flaharty Asset Management
Florida
$736K – – –
4FG
183
4Thought Financial Group
New York
$733K -$73K -3,625 -9%
OPTFSNA
184
Old Point Trust & Financial Services N A
Virginia
$712K +$712K +35,352 New
CIA
185
Capital Investment Advisors
Georgia
$706K +$53.1K +2,637 +8%
FCAS
186
First Command Advisory Services
Texas
$686K -$90.1K -4,474 -12%
TVM
187
True Vision MN
Minnesota
$685K +$685K +34,046 New
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$631K +$295K +14,646 +88%
CWS
189
Cypress Wealth Services
California
$630K -$10.3K -512 -2%
JWM
190
JPL Wealth Management
Colorado
$629K +$629K +31,249 New
Brown Advisory
191
Brown Advisory
Maryland
$629K -$101K -5,014 -14%
AWS
192
Atria Wealth Solutions
New York
$617K +$48.4K +2,403 +9%
OIM
193
Oder Investment Management
California
$617K +$17.6K +875 +3%
KWM
194
Kingsview Wealth Management
Oregon
$600K +$63.5K +3,152 +12%
FIA
195
Foundations Investment Advisors
Arizona
$587K -$12.9K -639 -2%
GF
196
Goodman Financial
Texas
$585K +$585K +29,052 New
WMWM
197
Wilkins Miller Wealth Management
Alabama
$582K +$582K +28,893 New
WWM
198
Western Wealth Management
Colorado
$578K +$17.1K +850 +3%
HWM
199
HB Wealth Management
Georgia
$572K +$18.1K +900 +3%
MPW
200
Monterey Private Wealth
California
$562K +$57.9K +2,878 +11%
6 7
8
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