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Invesco BulletShares 2029 Corporate Bond ETF

48 hedge funds and large institutions have $121M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $104M → $121M (+$17.4M)

2% more funds holding

Funds holding: 4748 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 80.62%80.44% (-0.18%)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
14
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Apella Capital
Connecticut
$399K -$310 -17 -0.1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$373K -$944K -51,699 -71%
Osaic Holdings
28
Osaic Holdings
Arizona
$364K +$60.3K +3,300 +19%
LPT
29
Legacy Private Trust
Wisconsin
$330K -$54.8K -3,000 -14%
AIP
30
Ameritas Investment Partners
Nebraska
$307K +$77K +4,216 +31%
Citadel Advisors
31
Citadel Advisors
Florida
$303K -$216K -11,856 -40%
CIA
32
Capital Investment Advisors
Georgia
$190K -$58.3K -3,191 -23%
RFN
33
Redwood Financial Network
Ohio
$186K +$1.09K +60 +0.6%
BCPWM
34
Bradley & Co Private Wealth Management
Florida
$127K
FCB
35
First Command Bank
Texas
$111K
FCFS
36
First Command Financial Services
Texas
$111K
SBL
37
Sargent Bickham Lagudis
Colorado
$66K
VCM
38
Vigilant Capital Management
Maine
$64K +$6.61K +362 +11%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$61K +$64.3K +3,521 New
GWM
40
Geneos Wealth Management
Colorado
$59K
SPIA
41
Steward Partners Investment Advisory
New York
$59K
SIC
42
SJS Investment Consulting
Ohio
$35K +$36.7K +2,012 New
ST
43
Smithfield Trust
Pennsylvania
$29K
AA
44
Addison Advisors
Vermont
$28K +$29K +1,590 New
HI
45
Harbour Investments
Wisconsin
$24K
KFI
46
Key Financial Inc
Pennsylvania
$19K
AIP
47
Almanack Investment Partners
Pennsylvania
$18K +$19.3K +1,056 New
IBOK
48
Independence Bank of Kentucky
Kentucky
$11K
CA
49
Calton & Associates
Florida
-$199K -11,009 Closed
TF
50
TLWM Financial
Texas
-$196K -10,811 Closed

BSCT Hedge Fund Activity: Q3 2022 in Review

48 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q3 2022, worth a combined $121M — up 17% from $104M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSCT positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $33.6M. The largest seller was Jane Street, cutting an estimated $7.23M.

  • 48 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q3 2022, up from 47 in Q2 2022.
  • Funds reported $121M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q3 2022, up 17% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q3 2022 and 4 closed out, a net change of +1 holder.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q3 2022 was Aptus Capital Advisors, an estimated $33.6M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q3 2022 was Jane Street, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2022.