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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
WWA
176
Wingate Wealth Advisors
Massachusetts
$829K +$836K +41,205 New
HT
177
Heritage Trust
Oklahoma
$821K +$827K +40,760 New
LWMM
178
Legacy Wealth Management (Mississippi)
Mississippi
$801K +$16.3K +805 +2%
IWP
179
Insight Wealth Partners
Texas
$768K +$108K +5,316 +16%
Franklin Resources
180
Franklin Resources
California
$764K
KOC
181
Koss-Olinger Consulting
Florida
$760K +$530K +26,153 +225%
FAM
182
Flaharty Asset Management
Florida
$736K
4FG
183
4Thought Financial Group
New York
$733K -$73.5K -3,625 -9%
OPTFSNA
184
Old Point Trust & Financial Services N A
Virginia
$712K +$717K +35,352 New
CIA
185
Capital Investment Advisors
Georgia
$706K +$53.5K +2,637 +8%
FCAS
186
First Command Advisory Services
Texas
$686K -$90.8K -4,474 -12%
TVM
187
True Vision MN
Minnesota
$685K +$691K +34,046 New
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$631K +$297K +14,646 +88%
CWS
189
Cypress Wealth Services
California
$630K -$10.4K -512 -2%
JWM
190
JPL Wealth Management
Colorado
$629K +$634K +31,249 New
Brown Advisory
191
Brown Advisory
Maryland
$629K -$102K -5,014 -14%
AWS
192
Atria Wealth Solutions
New York
$617K +$48.7K +2,403 +9%
OIM
193
Oder Investment Management
California
$617K +$17.7K +875 +3%
KWM
194
Kingsview Wealth Management
Oregon
$600K +$63.9K +3,152 +12%
FIA
195
Foundations Investment Advisors
Arizona
$587K -$13K -639 -2%
GF
196
Goodman Financial
Texas
$585K +$589K +29,052 New
WMWM
197
Wilkins Miller Wealth Management
Alabama
$582K +$586K +28,893 New
WWM
198
Western Wealth Management
Colorado
$578K +$17.2K +850 +3%
HWM
199
HB Wealth Management
Georgia
$572K +$18.3K +900 +3%
MPW
200
Monterey Private Wealth
California
$562K +$58.4K +2,878 +11%

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.