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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
ACP
201
Aveo Capital Partners
Colorado
$309K +$306K +15,030 New
NFSG
202
Newbridge Financial Services Group
Florida
$295K – – –
SWP
203
Summit Wealth Partners
Florida
$288K +$998 +49 +0.4%
WA
204
Waverly Advisors
Alabama
$285K +$282K +13,852 New
MIH
205
Meitav Investment House
Israel
$280K +$277K +13,617 New
YWM
206
Yoder Wealth Management
California
$277K – – –
KP
207
Keel Point
Alabama
$276K +$143 +7 +0.1%
LFG
208
Larson Financial Group
Missouri
$267K +$127K +6,255 +93%
DCM
209
Davis Capital Management
Florida
$263K -$6.92K -340 -3%
PS
210
Principal Securities
Iowa
$261K +$205K +10,051 +378%
GCA
211
Genesee Capital Advisors
New York
$260K – – –
TCA
212
Transcend Capital Advisors
New Jersey
$253K – – –
ASN
213
Advisory Services Network
Georgia
$243K – – –
KOC
214
Koss-Olinger Consulting
Florida
$239K – – –
NWAG
215
Net Worth Advisory Group
Utah
$238K +$236K +11,571 New
KPWS
216
Kestra Private Wealth Services
Texas
$233K +$231K +11,348 New
LA
217
Latitude Advisors
Florida
$228K +$226K +11,093 New
FFIC
218
First Fiduciary Investment Counsel
Ohio
$228K +$226K +11,080 New
OIA
219
OneDigital Investment Advisors
Kansas
$223K +$221K +10,833 New
BFG
220
Berger Financial Group
Minnesota
$221K +$219K +10,756 New
BEI
221
Benjamin Edwards Inc
Missouri
$213K +$211K +10,345 New
AIFAIM
222
American Institute for Advanced Investment Management
Arizona
$212K +$210K +10,300 New
SS
223
Sound Stewardship
Kansas
$207K +$205K +10,053 New
FFG
224
Foundry Financial Group
New Hampshire
$205K +$203K +9,995 New
CIAS
225
Capital Investment Advisory Services
North Carolina
$205K -$7.55K -371 -4%
7 8
9
10 11

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.