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Invesco BulletShares 2028 Corporate Bond ETF (BSCS) Institutional Ownership

Invesco BulletShares 2028 Corporate Bond ETF logo
$20.05 0.00 (0.00%)
As of 01/14/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS)

Number of
Institutional Buyers
(last 12 months)
193
Total
Institutional Inflows
(last 12 months)
$413.61M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$24.23M
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BSCS Institutional Buying and Selling by Quarter

Invesco BulletShares 2028 Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/14/2025Rovin Capital UT ADV149,509$3.01M1.1%-1.7%0.135%
1/14/2025Apella Capital LLC42,485$855K0.0%+1.7%0.038%
1/14/2025S.E.E.D. Planning Group LLC124,370$2.50M0.8%N/A0.112%
1/14/2025Laurel Wealth Advisors LLC52,938$1.07M0.2%+239.8%0.048%
1/14/2025Park Avenue Securities LLC55,964$1.13M0.0%N/A0.050%
1/14/2025Tlwm1,322,575$26.62M5.2%+8.6%1.192%
1/13/2025 BCS Wealth Management285,609$5.75M1.4%+19.2%0.257%
1/13/2025 AdvisorNet Financial Inc4,991$100K0.0%+24.0%0.004%
1/13/2025 Parisi Gray Wealth Management112,927$2.27M0.7%+8.2%0.102%
1/13/2025 Eastern Bank1,515,129$30.50M0.6%-1.7%1.365%
1/13/2025 Capital Investment Advisors LLC35,050$706K0.0%+8.1%0.032%
1/13/2025 Brookstone Capital Management1,481,609$29.83M0.4%-1.2%1.335%
1/10/2025 ORG Partners LLC1,688$34K0.0%N/A0.002%
1/8/2025 Legacy Private Trust Co.62,357$1.26M0.1%-22.8%0.056%
1/7/2025 Horizons Wealth Management172,745$3.48M2.7%+6.1%0.157%
1/6/2025 Oliver Luxxe Assets LLC160,765$3.24M0.6%-2.0%0.146%
1/6/2025 Legacy Wealth Management LLC MS39,805$801K0.3%+2.1%0.036%
1/3/2025 GAMMA Investing LLC22,370$450K0.0%+164.4%0.023%
1/2/2025 Old Port Advisors116,848$2.35M0.7%+41.4%0.118%
12/26/2024JPMorgan Chase & Co.144,583$2.97M0.0%N/A0.146%
12/12/2024 Legacy Wealth Management LLC MS39,000$802K0.3%N/A0.039%
11/25/2024Sanctuary Advisors LLC159,396$3.21M0.0%+170.7%0.161%
11/18/2024Hobbs Group Advisors LLC50,603$1.04M0.4%+1.1%0.051%
11/18/2024Arete Wealth Advisors LLC27,230$560K0.0%+3.6%0.027%
11/15/2024MML Investors Services LLC392,404$8.07M0.0%+33.7%0.395%
11/15/2024Orion Portfolio Solutions LLC111,500$2.29M0.1%+2.5%0.112%
11/15/2024EP Wealth Advisors LLC5,155$106K0.0%N/A0.005%
11/15/2024Jane Street Group LLC54,355$1.12M0.0%N/A0.055%
11/15/2024Stifel Financial Corp539,442$11.09M0.0%+7.7%0.543%
11/15/2024SYM FINANCIAL Corp185,000$3.80M0.5%N/A0.186%
11/15/2024Motley Fool Wealth Management LLC1,078,207$22.17M1.1%-4.2%1.086%
11/15/2024Integrated Wealth Concepts LLC150,050$3.09M0.0%-3.9%0.151%
11/15/2024HighTower Advisors LLC155,400$3.19M0.0%+1.6%0.156%
11/15/2024Benjamin Edwards Inc.10,345$213K0.0%N/A0.010%
11/14/2024Morton Community Bank214,480$4.41M1.2%+6.6%0.216%
11/14/2024Flow Traders U.S. LLC134,849$2.77M0.1%N/A0.136%
11/14/2024Captrust Financial Advisors222,108$4.57M0.0%+151.5%0.224%
11/14/2024Atlantic Union Bankshares Corp18,249$375K0.0%+8.6%0.018%
11/13/2024Freedom Investment Management Inc.20,897$430K0.0%N/A0.021%
11/13/2024Cynosure Group LLC41,794$859K0.1%N/A0.042%
11/13/2024FMR LLC1,841$38K0.0%-30.9%0.002%
11/13/2024Private Trust Co. NA7,648$157K0.0%+79.2%0.008%
11/13/2024Davis R M Inc.307,764$6.33M0.1%+51.3%0.310%
11/12/2024Larson Financial Group LLC13,005$267K0.0%+92.7%0.013%
11/12/2024Allen Capital Group LLC15,494$319K0.0%+40.4%0.016%
11/9/2024LPL Financial LLC4,595,249$94.48M0.0%+55.7%4.628%
11/8/2024Prospera Private Wealth LLC1,846$38K0.0%N/A0.002%
11/8/2024Avior Wealth Management LLC21,312$438K0.0%+35.5%0.021%
11/8/2024 First City Capital Management Inc.42,100$866K0.4%+10.2%0.042%
11/8/2024Prospera Financial Services Inc83,614$1.72M0.0%+28.3%0.084%
11/7/2024TrinityPoint Wealth LLC77,125$1.59M0.2%+174.8%0.078%
11/6/2024Sawgrass Asset Management LLC70,420$1.45M0.2%-1.9%0.071%
11/6/2024Straight Path Wealth Management104,278$2.14M0.9%+9.2%0.105%
11/6/2024OneDigital Investment Advisors LLC10,833$223K0.0%N/A0.011%
11/6/2024OLD Second National Bank of Aurora2,450$50K0.0%N/A0.002%
11/5/2024Souders Financial Advisors135,650$2.79M0.4%+5.6%0.137%
11/5/2024Aptus Capital Advisors LLC1,326,492$27.27M0.4%+43.3%1.336%
11/5/2024Harbour Investments Inc.15,363$316K0.0%+627.1%0.015%
11/4/2024Addison Advisors LLC188,238$3.87M1.1%+17.4%0.190%
11/4/2024G2 Capital Management LLC OH76,141$1.57M0.5%+1.2%0.077%
11/4/2024Sigma Planning Corp25,161$517K0.0%N/A0.025%
11/1/2024Atria Investments Inc62,858$1.29M0.0%+29.7%0.063%
11/1/2024Carmel Capital Partners LLC238,244$4.90M1.9%+13.7%0.240%
11/1/2024First Fiduciary Investment Counsel Inc.11,080$228K0.0%N/A0.011%
11/1/2024Leavell Investment Management Inc.50,170$1.03M0.1%+28.6%0.051%
11/1/2024Comprehensive Financial Consultants Institutional Inc.20,168$415K0.2%+2.5%0.020%
10/31/2024Concurrent Investment Advisors LLC202,606$4.17M0.1%+5.7%0.207%
10/30/2024Legacy CG LLC131,961$2.71M0.9%-6.7%0.135%
10/29/2024Latitude Advisors LLC11,093$228K0.1%N/A0.011%
10/29/2024Janney Montgomery Scott LLC553,762$11.39M0.0%N/A0.567%
10/29/2024Key Financial Inc27,740$570K0.1%+96.2%0.028%
10/28/2024Gladstone Institutional Advisory LLC108,929$2.24M0.1%+0.6%0.112%
10/28/2024Hills Bank & Trust Co2,223,070$45.71M3.5%+2.8%2.277%
10/28/2024Stephens Inc. AR84,274$1.73M0.0%+77.0%0.086%
10/28/2024Meitav Investment House Ltd.13,617$280K0.0%N/A0.014%
10/25/2024Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,265$26K0.0%N/A0.001%
10/25/2024MONECO Advisors LLC387,957$7.98M1.0%+102.7%0.399%
10/25/2024SFE Investment Counsel187,504$3.86M0.8%+2.1%0.193%
10/24/2024 Old Port Advisors82,624$1.70M0.5%+16.2%0.085%
10/24/2024Sound Stewardship LLC10,053$207K0.1%N/A0.010%
10/24/2024J.W. Cole Advisors Inc.21,844$449K0.0%N/A0.022%
10/24/2024 Wealth Enhancement Advisory Services LLC143,663$2.95M0.0%+36.9%0.148%
10/23/2024Country Club Bank210,959$4.35M0.3%+1.2%0.217%
10/23/2024Sigma Investment Counselors Inc.21,007$432K0.0%+15.0%0.022%
10/23/2024American Institute for Advanced Investment Management LLP10,300$212K0.1%N/A0.011%
10/23/2024Hennion & Walsh Asset Management Inc.56,662$1.17M0.1%+173.2%0.058%
10/22/2024Foundry Financial Group Inc.9,995$205K0.1%N/A0.010%
10/22/2024Altus Wealth Group LLC112,935$2.32M1.0%-14.5%0.116%
10/22/2024Rebalance LLC184,687$3.80M0.3%+15.4%0.190%
10/22/2024Sterling Financial Group Inc.627,578$12.90M5.5%+1.4%0.645%
10/22/2024Marietta Wealth Management LLC291,845$6M0.9%+1.5%0.300%
10/22/2024Segment Wealth Management LLC56,268$1.16M0.1%-2.2%0.058%
10/22/2024Private Advisor Group LLC336,166$6.91M0.0%+6.7%0.345%
10/22/2024 Eastern Bank1,541,101$31.69M0.6%-0.4%1.583%
10/21/2024Foundations Investment Advisors LLC29,803$613K0.0%+60.0%0.031%
10/18/2024AA Financial Advisors LLC68,937$1.42M0.4%+118.5%0.071%
10/18/2024Raymond James & Associates2,022,594$41.59M0.0%+16.7%2.084%
10/18/2024 Capital Investment Advisors LLC32,413$666K0.0%-2.5%0.033%
10/18/2024Meridian Financial Partners LLC23,170$476K0.2%N/A0.024%
10/18/2024Net Worth Advisory Group11,571$238K0.1%N/A0.012%
(Data available from 1/1/2016 forward)

BSCS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSCS shares?

During the previous two years, 225 institutional investors and hedge funds held shares of Invesco BulletShares 2028 Corporate Bond ETF. The most heavily invested institutionals were LPL Financial LLC ($94.48M), TruWealth Advisors LLC ($56.48M), Raymond James Financial Services Advisors Inc. ($48.45M), Wells Fargo & Company MN ($46.99M), Hills Bank & Trust Co ($45.71M), Raymond James & Associates ($41.59M), and Wilbanks Smith & Thomas Asset Management LLC ($38.27M).Learn more on BSCS's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2028 Corporate Bond ETF stock?

Of the 219 institutional investors that purchased Invesco BulletShares 2028 Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.76M), TruWealth Advisors LLC ($2.68M), Raymond James & Associates ($1.98M), Raymond James Financial Services Advisors Inc. ($1.95M), Brookstone Capital Management ($1.59M), Tlwm ($1.32M), and Hills Bank & Trust Co ($1.22M).

How much institutional buying is happening at Invesco BulletShares 2028 Corporate Bond ETF?

Institutional investors have bought a total of 34,471,038 shares in the last 24 months. This purchase volume represents approximately $691.20M in transactions.

Which Invesco BulletShares 2028 Corporate Bond ETF major shareholders have been selling company stock?

Of the 61 institutional investors that sold Invesco BulletShares 2028 Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aptus Capital Advisors LLC ($596.54K), Motley Fool Wealth Management LLC ($392.59K), Legacy Private Trust Co. ($367.31K), Legacy CG LLC ($122.83K), Raymond James Financial Services Advisors Inc. ($116.05K), Brookstone Capital Management ($103.48K), and Osaic Holdings Inc. ($93.62K).

How much institutional selling is happening at Invesco BulletShares 2028 Corporate Bond ETF?

Institutional investors have sold a total of 2,654,984 shares in the last 24 months. This volume of shares sold represents approximately $52.64M in transactions.



This page (NASDAQ:BSCS) was last updated on 1/15/2025 by MarketBeat.com Staff
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