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Invesco BulletShares 2028 High Yield Corporate Bond ETF

54 hedge funds and large institutions have $95.3M invested in Invesco BulletShares 2028 High Yield Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

33% more capital invested

Capital invested by funds: $71.5M → $95.3M (+$23.8M)

15% more funds holding

Funds holding: 4754 (+7)

8.32% less ownership

Funds ownership: 64.72%56.4% (-8.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
31
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$829K +$316K +14,638 +62%
Bank of America
27
Bank of America
North Carolina
$808K +$210K +9,725 +35%
BCM
28
Brookstone Capital Management
Illinois
$687K -$100K -4,648 -13%
EWM
29
Empirical Wealth Management
Washington
$631K +$25.8K +1,197 +4%
KDA
30
Kraft Davis & Associates
Missouri
$602K +$34.7K +1,606 +6%
SWM
31
Segment Wealth Management
Texas
$593K +$317K +14,700 +116%
RC
32
Rovin Capital
Arizona
$549K +$263K +12,177 +92%
Comerica Bank
33
Comerica Bank
Texas
$534K +$532K +24,632 New
LWA
34
Ledgewood Wealth Advisors
New Hampshire
$500K +$115K +5,329 +30%
Stifel Financial
35
Stifel Financial
Missouri
$473K +$176K +8,176 +60%
FTUS
36
Flow Traders U.S.
New York
$468K -$1.22M -56,650 -72%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$454K +$121K +5,623 +37%
PAG
38
Private Advisory Group
Washington
$454K +$452K +20,947 New
4FG
39
4Thought Financial Group
New York
$404K -$7.58K -351 -2%
ACM
40
AlphaStar Capital Management
North Carolina
$403K +$24.5K +1,134 +6%
AWA
41
Arete Wealth Advisors
Illinois
$263K +$262K +12,149 New
Goldman Sachs
42
Goldman Sachs
New York
$259K +$258K +11,958 New
SRC
43
Shufro Rose & Co
New York
$217K +$216K +10,000 New
PAG
44
Private Advisor Group
New Jersey
$214K -$35.4K -1,641 -14%
CAL
45
Capital Analysts LLC
Pennsylvania
$138K -$5.74K -266 -4%
HWM
46
Horizons Wealth Management
North Carolina
$47.9K
BFEC
47
Benjamin F. Edwards & Company
Missouri
$39K +$5.96K +276 +18%
AA
48
Ancora Advisors
Ohio
$34.1K +$34K +1,576 New
AF
49
Allworth Financial
California
$25.9K
GI
50
Gradient Investments
Minnesota
$18.4K +$3.93K +182 +27%

BSJS Hedge Fund Activity: Q1 2024 in Review

54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) for Q1 2024, worth a combined $95.3M — up 33% from $71.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BSJS positions and 3 closed out — a net gain of 8 holders — while 31 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $4.91M. The largest seller was Flow Traders U.S., cutting an estimated $1.22M.

  • 54 institutional investors held Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) as of Q1 2024, up from 47 in Q4 2023.
  • Funds reported $95.3M of Invesco BulletShares 2028 High Yield Corporate Bond ETF stock for Q1 2024, up 33% quarter-over-quarter.
  • 11 funds opened new Invesco BulletShares 2028 High Yield Corporate Bond ETF positions in Q1 2024 and 3 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2028 High Yield Corporate Bond ETF buyer in Q1 2024 was Jane Street, an estimated $4.91M added.
  • The largest Invesco BulletShares 2028 High Yield Corporate Bond ETF seller in Q1 2024 was Flow Traders U.S., an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2024.