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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, 170 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 14

278% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 45

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

17% more capital invested

Capital invested by funds: $1.49B → $1.74B (+$252M)

17% more funds holding

Funds holding: 261 → 305 (+44)

2.25% more ownership

Funds ownership: 76.18% → 78.43% (+2.3%)

Holders
305
Holders Change
+44
Holders Change %
+16.86%
% of All Funds
4.02%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
63
Increased
170
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFW
Fusion Family Wealth
New York
+$31.6M
2
TA
TruWealth Advisors
Louisiana
+$28.8M
3
MCM
MAI Capital Management
Ohio
+$26.9M
4
Wells Fargo
Wells Fargo
California
+$16.6M
5
IAA
Independent Advisor Alliance
North Carolina
+$15M

Top Sellers

1
MFWM
Motley Fool Wealth Management
Virginia
-$7.33M
2
WWM
WJ Wealth Management
Arizona
-$6.6M
3
PWA
Provenance Wealth Advisors
Florida
-$5.88M
4
LPL Financial
LPL Financial
California
-$5.35M
5
KAS
Kestra Advisory Services
Texas
-$4.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$131M +$1.1M +54,322 +0.8%
Wells Fargo
2
Wells Fargo
California
$109M +$16.6M +820,513 +18%
Lido Advisors
3
Lido Advisors
California
$105M +$724K +35,712 +0.7%
Raymond James Financial
4
Raymond James Financial
Florida
$98.3M +$99M +4,881,726 New
LPL Financial
5
LPL Financial
California
$87.2M -$5.35M -263,518 -6%
TA
6
TruWealth Advisors
Louisiana
$83.9M +$28.8M +1,421,981 +52%
CA
7
Clearstead Advisors
Ohio
$51.1M +$2.1M +103,391 +4%
Bank of America
8
Bank of America
North Carolina
$49.5M +$7.06M +348,193 +16%
HBT
9
Hills Bank & Trust
Iowa
$45.3M +$526K +25,920 +1%
UBS Group
10
UBS Group
Switzerland
$44.2M +$8M +394,350 +22%
ACA
11
Aptus Capital Advisors
Alabama
$34.1M +$7.45M +367,364 +28%
Invesco
12
Invesco
Georgia
$33.2M -$1.3M -64,314 -4%
FFW
13
Fusion Family Wealth
New York
$31.4M +$31.6M +1,559,179 New
EB
14
Eastern Bank
Massachusetts
$30.5M -$527K -25,972 -2%
BCM
15
Brookstone Capital Management
Illinois
$29.8M -$379K -18,697 -1%
MCM
16
MAI Capital Management
Ohio
$26.7M +$26.9M +1,327,453 New
TF
17
TLWM Financial
Texas
$26.6M +$2.12M +104,605 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$20M +$1.01M +49,686 +5%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$17.7M +$7.11M +350,590 +67%
Legacy Financial Group (Iowa)
20
Legacy Financial Group (Iowa)
Iowa
$16.2M +$1.62M +79,972 +11%
SNWA
21
Siligmueller & Norvid Wealth Advisors
Illinois
$15.4M +$15.5M +764,283 New
IAA
22
Independent Advisor Alliance
North Carolina
$14.9M +$15M +741,404 New
SFG
23
Sterling Financial Group
California
$14.5M +$1.91M +94,271 +15%
MFWM
24
Motley Fool Wealth Management
Virginia
$14.4M -$7.33M -361,382 -34%
Osaic Holdings
25
Osaic Holdings
Arizona
$12.7M +$1.47M +72,521 +13%
1
2 3 4 5

BSCS Hedge Fund Activity: Q4 2024 in Review

305 of the 7,592 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 170 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.