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Invesco BulletShares 2028 Corporate Bond ETF

239 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, 142 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 38

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

12% more capital invested

Capital invested by funds: $1.15B → $1.29B (+$139M)

8% more funds holding

Funds holding: 221239 (+18)

0.03% less ownership

Funds ownership: 77.02%76.99% (-0.03%)

Holders
239
Holders Change
+18
Holders Change %
+8.14%
% of All Funds
3.45%
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
142
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
Wambolt & Associates
Colorado
$202K +$202K +10,156 New
SPIA
202
Steward Partners Investment Advisory
New York
$142K -$1.99K -100 -1%
LFG
203
Larson Financial Group
Missouri
$135K +$134K +6,750 New
AIP
204
Ameritas Investment Partners
Nebraska
$105K -$3.48K -175 -3%
FWP
205
FAS Wealth Partners
Kansas
$101K +$1.18K +59 +1%
GI
206
GS Investments
Minnesota
$87.3K
PTC
207
Private Trust Company
Ohio
$85.1K -$1.57K -79 -2%
LWANC
208
Laurel Wealth Advisors (North Carolina)
North Carolina
$81.4K +$59.7K +3,000 +278%
AF
209
Advisornet Financial
Minnesota
$80.1K +$199 +10 +0.2%
KIG
210
Kessler Investment Group
Indiana
$77K -$3.64K -183 -5%
GI
211
GAMMA Investing
California
$76.8K +$76.7K +3,852 New
MAM
212
Marquette Asset Management
Minnesota
$76.6K +$777 +39 +1%
GI
213
Gradient Investments
Minnesota
$71K -$4.4K -221 -6%
AIM
214
Anchor Investment Management
South Carolina
$65.1K +$13.9K +700 +27%
AWA
215
Alaska Wealth Advisors
Alaska
$63.8K +$26.1K +1,311 +69%
SIC
216
SJS Investment Consulting
Ohio
$63.6K
VWWMG
217
Vermillion & White Wealth Management Group
Pennsylvania
$61.9K
US Bancorp
218
US Bancorp
Minnesota
$60.4K -$39.7K -1,996 -40%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$53.1K +$51.8K +2,601 +4,129%
PS
220
Principal Securities
Iowa
$53.1K +$10.4K +521 +24%
GRP
221
Global Retirement Partners
California
$50.4K +$45.1K +2,265 +868%
HGERS
222
Householder Group Estate & Retirement Specialist
Arizona
$46K +$6.51K +327 +16%
HI
223
Harbour Investments
Wisconsin
$42.1K +$3.33K +167 +9%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$35.4K +$179 +9 +0.5%
UWS
225
Unique Wealth Strategies
Illinois
$35.1K +$34.8K +1,750 New

BSCS Hedge Fund Activity: Q2 2024 in Review

239 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q2 2024, worth a combined $1.29B — up 12% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCS positions and 14 closed out — a net gain of 21 holders — while 142 added to existing stakes and 38 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.4M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $10.6M sold.

  • 239 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q2 2024, up from 221 in Q1 2024.
  • Funds reported $1.29B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q2 2024 and 14 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.4M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q2 2024 was Janney Montgomery Scott, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2024.