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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

221 hedge funds and large institutions have $1.15B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 142 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

390% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 29

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more capital invested

Capital invested by funds: $1.02B → $1.15B (+$134M)

12% more funds holding

Funds holding: 197 → 221 (+24)

9.54% less ownership

Funds ownership: 86.57% → 77.02% (-9.5%)

Holders
221
Holders Change
+24
Holders Change %
+12.18%
% of All Funds
3.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
142
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$56M
2
HBT
Hills Bank & Trust
Iowa
+$20.1M
3
LPL Financial
LPL Financial
California
+$17.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.8M
5
SFG
Sterling Financial Group
California
+$12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$79.2M
2
ACA
Aptus Capital Advisors
Alabama
-$8.54M
3
LPT
Legacy Private Trust
Wisconsin
-$6.39M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.77M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$128M -$79.2M -3,939,752 -38%
Lido Advisors
2
Lido Advisors
California
$92.1M +$56M +2,786,002 +155%
Wells Fargo
3
Wells Fargo
California
$56M +$9.55M +475,107 +21%
TA
4
TruWealth Advisors
Louisiana
$51.1M +$1.33M +66,359 +3%
LPL Financial
5
LPL Financial
California
$49.1M +$17.9M +892,431 +57%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$43.9M +$12.8M +636,531 +41%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$43.9M +$6.05M +300,881 +16%
HBT
8
Hills Bank & Trust
Iowa
$37.7M +$20.1M +1,002,601 +115%
Bank of America
9
Bank of America
North Carolina
$34.8M +$6.55M +325,724 +23%
UBS Group
10
UBS Group
Switzerland
$34.3M +$8.18M +407,272 +31%
BCM
11
Brookstone Capital Management
Illinois
$31.2M -$608K -30,250 -2%
EB
12
Eastern Bank
Massachusetts
$30.7M +$2.25M +111,779 +8%
TF
13
TLWM Financial
Texas
$23.2M +$1.55M +77,154 +7%
MFWM
14
Motley Fool Wealth Management
Virginia
$22.2M +$885K +44,038 +4%
Invesco
15
Invesco
Georgia
$20.9M +$4.78M +237,839 +30%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$18.9M +$7.4M +368,325 +64%
RJA
17
Raymond James & Associates
Florida
$17.7M +$3.64M +181,196 +26%
ACA
18
Aptus Capital Advisors
Alabama
$13.9M -$8.54M -425,135 -38%
SFG
19
Sterling Financial Group
California
$12.3M +$12M +596,661 +4,100%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.1M -$1.88M -93,619 -13%
Legacy Financial Group (Iowa)
21
Legacy Financial Group (Iowa)
Iowa
$11.2M +$11M +546,625 +4,154%
ADL
22
Asset Dedication LLC
California
$10.8M +$2.74M +136,463 +34%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$10.6M +$1.44M +71,793 +16%
Stifel Financial
24
Stifel Financial
Missouri
$9.4M +$406K +20,215 +5%
ACM
25
Advisors Capital Management
New Jersey
$9.38M +$397K +19,771 +4%
1
2 3 4 5

BSCS Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q1 2024, worth a combined $1.15B — up 13% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BSCS positions and 6 closed out — a net gain of 25 holders — while 142 added to existing stakes and 29 trimmed.

The largest buyer was Lido Advisors, adding an estimated $56M. The largest seller was Morgan Stanley, cutting an estimated $79.2M.

  • 221 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q1 2024, up from 197 in Q4 2023.
  • Funds reported $1.15B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 31 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q1 2024 and 6 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q1 2024 was Lido Advisors, an estimated $56M added.
  • The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $79.2M sold.

Based on aggregated 13F filings for Q1 2024.