BSCS icon

Invesco BulletShares 2028 Corporate Bond ETF

196 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 60 funds opening new positions, 99 increasing their positions, 26 reducing their positions, and 3 closing their positions.

Holders
196
Holders Change
+55
Holders Change %
+39.01%
% of All Funds
2.87%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
60
Increased
99
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$209M 10,328,852 +6,406,435 +163%
TA
2
TruWealth Advisors
Louisiana
$50.2M 2,477,400 +1,051,001 +74%
Wells Fargo
3
Wells Fargo
California
$47M 2,317,200 +771,571 +50%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$38.3M 1,887,228 +133,536 +8%
Lido Advisors
5
Lido Advisors
California
$36.6M 1,802,986 +1,716,240 +1,978%
BCM
6
Brookstone Capital Management
Illinois
$32.1M 1,585,090 +1,585,090 New
LPL Financial
7
LPL Financial
California
$31.5M 1,555,695 +831,589 +115%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$31.5M 1,552,262 +681,208 +78%
EB
9
Eastern Bank
Massachusetts
$28.8M 1,419,015 -1,304 -0.1%
Bank of America
10
Bank of America
North Carolina
$28.6M 1,409,684 +616,272 +78%
UBS Group
11
UBS Group
Switzerland
$26.4M 1,304,148 +681,080 +109%
ACA
12
Aptus Capital Advisors
Alabama
$22.7M 1,118,711 +474,499 +74%
TF
13
TLWM Financial
Texas
$21.9M 1,079,252 +54,467 +5%
MFWM
14
Motley Fool Wealth Management
Virginia
$21.5M 1,060,673 +21,652 +2%
HBT
15
Hills Bank & Trust
Iowa
$17.7M 874,172 +874,172 New
Invesco
16
Invesco
Georgia
$16.3M 803,190 +448,278 +126%
RJA
17
Raymond James & Associates
Florida
$14.2M 700,080 +466,873 +200%
Osaic Holdings
18
Osaic Holdings
Arizona
$14.1M 694,272 +36,967 +6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.6M 571,065 +314,257 +122%
Jane Street
20
Jane Street
New York
$11M 543,567 -157,573 -22%
LPT
21
Legacy Private Trust
Wisconsin
$10.2M 501,776 +32,815 +7%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$9.29M 458,146 +9,342 +2%
IF
23
Ironwood Financial
Arizona
$9.26M 456,741 +31,032 +7%
Stifel Financial
24
Stifel Financial
Missouri
$9.09M 448,042 +36,862 +9%
ACM
25
Advisors Capital Management
New Jersey
$9.08M 447,483 +28,404 +7%