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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

141 hedge funds and large institutions have $558M invested in Invesco BulletShares 2028 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 83 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

186% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more capital invested

Capital invested by funds: $482M → $558M (+$76.7M)

6% more funds holding

Funds holding: 133 → 141 (+8)

0.43% more ownership

Funds ownership: 75.55% → 75.98% (+0.43%)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
83
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$23.2M
2
ACM
Advisors Capital Management
New Jersey
+$8.23M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.27M
4
Stifel Financial
Stifel Financial
Missouri
+$6.21M
5
IAS
IMA Advisory Services
Colorado
+$5.35M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$11.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.83M
3
Jane Street
Jane Street
New York
-$2.22M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.71M
5
CP
Camelot Portfolios
Ohio
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$76M +$23.2M +1,180,982 +43%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$34M +$2.11M +107,577 +7%
Wells Fargo
3
Wells Fargo
California
$29.9M +$3.64M +185,261 +14%
TA
4
TruWealth Advisors
Louisiana
$27.6M +$1.75M +89,149 +7%
EB
5
Eastern Bank
Massachusetts
$27.5M +$127K +6,452 +0.5%
MFWM
6
Motley Fool Wealth Management
Virginia
$20.1M +$738K +37,587 +4%
TF
7
TLWM Financial
Texas
$19.8M +$1.45M +74,089 +8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$16.9M +$6.27M +319,229 +58%
Bank of America
9
Bank of America
North Carolina
$15.4M +$926K +47,159 +6%
LPL Financial
10
LPL Financial
California
$14M +$3.8M +193,434 +36%
HighTower Advisors
11
HighTower Advisors
Illinois
$13.9M -$1.71M -87,169 -11%
Jane Street
12
Jane Street
New York
$13.6M -$2.22M -113,290 -14%
Osaic Holdings
13
Osaic Holdings
Arizona
$12.7M +$5.04M +256,615 +64%
ACA
14
Aptus Capital Advisors
Alabama
$12.5M -$11.4M -583,288 -48%
UBS Group
15
UBS Group
Switzerland
$12.1M +$3.17M +161,746 +35%
LPT
16
Legacy Private Trust
Wisconsin
$9.08M +$680K +34,641 +8%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$8.69M +$3.42M +174,494 +64%
CPC
18
Cookson Peirce & Co
Pennsylvania
$8.4M -$258K -13,132 -3%
IF
19
Ironwood Financial
Arizona
$8.24M +$4.86M +247,456 +139%
ACM
20
Advisors Capital Management
New Jersey
$8.12M +$8.23M +419,079 New
Stifel Financial
21
Stifel Financial
Missouri
$7.96M +$6.21M +316,450 +334%
ADL
22
Asset Dedication LLC
California
$7M +$17.9K +913 +0.3%
Invesco
23
Invesco
Georgia
$6.87M +$3.63M +185,101 +109%
Ameriprise
24
Ameriprise
Minnesota
$6.47M +$1.87M +95,048 +40%
HIP
25
HUB Investment Partners
Texas
$5.79M +$112K +5,710 +2%
1
2 3 4 5

BSCS Hedge Fund Activity: Q3 2023 in Review

141 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q3 2023, worth a combined $558M — up 16% from $482M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSCS positions and 4 closed out — a net gain of 12 holders — while 83 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.2M. The largest seller was Aptus Capital Advisors, cutting an estimated $11.4M.

  • 141 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q3 2023, up from 133 in Q2 2023.
  • Funds reported $558M of Invesco BulletShares 2028 Corporate Bond ETF stock for Q3 2023, up 16% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q3 2023 and 4 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q3 2023 was Morgan Stanley, an estimated $23.2M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2023.