Invesco BulletShares 2028 Corporate Bond ETF
BSCS
305 hedge funds and large institutions have $1.74B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 169 increasing their positions, 45 reducing their positions, and 14 closing their positions.
350% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 14
276% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 45
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
17% more funds holding
Funds holding: 261 → 305 (+44)
17% more capital invested
Capital invested by funds: $1.49B → $1.74B (+$249M)
2.11% more ownership
Funds ownership: 76.18% → 78.28% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$31.6M |
| 2 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
+$28.8M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$26.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$16.6M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$7.33M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$6.6M |
| 3 |
PWA
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
-$5.88M |
| 4 |
LPL Financial
San Diego,
California
|
-$5.35M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.25M |
BSCS Hedge Fund Activity: Q4 2024 in Review
305 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) for Q4 2024, worth a combined $1.74B — up 17% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new BSCS positions and 14 closed out — a net gain of 49 holders — while 169 added to existing stakes and 45 trimmed.
The largest buyer was Fusion Family Wealth, opening a new position worth an estimated $31.6M. The largest seller was Motley Fool Wealth Management, cutting an estimated $7.33M.
- 305 institutional investors held Invesco BulletShares 2028 Corporate Bond ETF (BSCS) as of Q4 2024, up from 261 in Q3 2024.
- Funds reported $1.74B of Invesco BulletShares 2028 Corporate Bond ETF stock for Q4 2024, up 17% quarter-over-quarter.
- 63 funds opened new Invesco BulletShares 2028 Corporate Bond ETF positions in Q4 2024 and 14 closed out, a net change of +49 holders.
- The largest Invesco BulletShares 2028 Corporate Bond ETF buyer in Q4 2024 was Fusion Family Wealth, an estimated $31.6M added.
- The largest Invesco BulletShares 2028 Corporate Bond ETF seller in Q4 2024 was Motley Fool Wealth Management, an estimated $7.33M sold.
Based on aggregated 13F filings for Q4 2024.