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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

221 hedge funds and large institutions have $1.15B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 142 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

390% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 29

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more capital invested

Capital invested by funds: $1.02B → $1.15B (+$134M)

12% more funds holding

Funds holding: 197 → 221 (+24)

9.54% less ownership

Funds ownership: 86.57% → 77.02% (-9.5%)

Holders
221
Holders Change
+24
Holders Change %
+12.18%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
142
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$56M
2
HBT
Hills Bank & Trust
Iowa
+$20.1M
3
LPL Financial
LPL Financial
California
+$17.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.8M
5
SFG
Sterling Financial Group
California
+$12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$79.2M
2
ACA
Aptus Capital Advisors
Alabama
-$8.54M
3
LPT
Legacy Private Trust
Wisconsin
-$6.39M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.77M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
201
Anchor Investment Management
South Carolina
$51.4K +$48.9K +2,432 +1,871%
PS
202
Principal Securities
Iowa
$43K +$32.7K +1,626 +316%
HGERS
203
Householder Group Estate & Retirement Specialist
Arizona
$40.4K +$442 +22 +1%
HI
204
Harbour Investments
Wisconsin
$39.1K +$422 +21 +1%
AWA
205
Alaska Wealth Advisors
Alaska
$37.9K +$37.9K +1,887 New
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$35.4K +$35.5K +1,765 New
EBA
207
Eagle Bay Advisors
New York
$30.1K +$30.1K +1,500 New
ST
208
Smithfield Trust
Pennsylvania
$22K – – –
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.6K +$21.7K +1,078 New
WBC
210
West Branch Capital
Massachusetts
$21.2K +$141 +7 +0.7%
AP
211
Aspect Partners
Virginia
$19.6K – – –
CB
212
Community Bank
New York
$15.1K – – –
Jones Financial Companies
213
Jones Financial Companies
Missouri
$11.4K +$11.4K +569 New
MG
214
Mather Group
Illinois
$9.04K +$8.96K +446 New
DPW
215
DiNuzzo Private Wealth
Pennsylvania
$8.69K – – –
FPB
216
First PREMIER Bank
South Dakota
$6K +$6.13K +305 New
GRP
217
Global Retirement Partners
California
$5.24K – – –
FGAM
218
Financial Gravity Asset Management
Texas
$4.38K +$4.38K +218 New
JP Morgan Chase
219
JP Morgan Chase
New York
$2.99K +$2.99K +149 New
Fidelity Investments
220
Fidelity Investments
Massachusetts
$1.26K +$1.27K +63 New
CFGS
221
Concourse Financial Group Securities
Alabama
$662 – – –
MTIC
222
Missouri Trust & Investment Company
Missouri
$482 – – –
KOC
223
Koss-Olinger Consulting
Florida
– -$420K -20,714 Closed
RWA
224
Redhawk Wealth Advisors
Minnesota
– -$340K -16,788 Closed
FTUS
225
Flow Traders U.S.
New York
– -$329K -16,219 Closed
6 7 8
9
10

BSCS Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q1 2024, worth a combined $1.15B — up 13% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BSCS positions and 6 closed out — a net gain of 25 holders — while 142 added to existing stakes and 29 trimmed.

The largest buyer was Lido Advisors, adding an estimated $56M. The largest seller was Morgan Stanley, cutting an estimated $79.2M.

  • 221 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q1 2024, up from 197 in Q4 2023.
  • Funds reported $1.15B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 31 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q1 2024 and 6 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q1 2024 was Lido Advisors, an estimated $56M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $79.2M sold.

Based on aggregated 13F filings for Q1 2024.