Invesco BulletShares 2028 Corporate Bond ETF
BSCS
197 hedge funds and large institutions have $1.02B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 99 increasing their positions, 26 reducing their positions, and 3 closing their positions.
1,933% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 3
281% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 26
82% more capital invested
Capital invested by funds: $558M → $1.02B (+$458M)
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
40% more funds holding
Funds holding: 141 → 197 (+56)
10.58% more ownership
Funds ownership: 75.98% → 86.57% (+11%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$126M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$33.7M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$31.1M |
| 4 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
+$20.6M |
| 5 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$17.2M |
Top Sellers
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$7.78M |
| 2 |
Jane Street
New York
|
-$3.09M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$882K |
| 4 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
-$852K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$495K |
BSCS Hedge Fund Activity: Q4 2023 in Review
197 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2023, worth a combined $1.02B — up 82% from $558M a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new BSCS positions and 3 closed out — a net gain of 58 holders — while 99 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $126M. The largest seller was HighTower Advisors, cutting an estimated $7.78M.
- 197 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2023, up from 141 in Q3 2023.
- Funds reported $1.02B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2023, up 82% quarter-over-quarter.
- 61 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2023 and 3 closed out, a net change of +58 holders.
- The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $126M added.
- The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2023 was HighTower Advisors, an estimated $7.78M sold.
Based on aggregated 13F filings for Q4 2023.