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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

64 hedge funds and large institutions have $151M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

33% more funds holding

Funds holding: 48 → 64 (+16)

25% more capital invested

Capital invested by funds: $121M → $151M (+$30.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.63% less ownership

Funds ownership: 80.44% → 77.81% (-2.6%)

Holders
64
Holders Change
+16
Holders Change %
+33.33%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
27
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.45M
2
MWM
Marietta Wealth Management
Georgia
+$4.74M
3
RC
Rovin Capital
Arizona
+$3.46M
4
AUB
Atlantic Union Bankshares
Virginia
+$2.97M
5
Morgan Stanley
Morgan Stanley
New York
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$5.25M
2
Jane Street
Jane Street
New York
-$1.91M
3
MFWM
Motley Fool Wealth Management
Virginia
-$756K
4
EB
Eastern Bank
Massachusetts
-$508K
5
GCP
Gill Capital Partners
Colorado
-$417K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCFS
26
Butensky & Cohen Financial Security
Florida
$1.07M +$18K +1,021 +2%
Ameriprise
27
Ameriprise
Minnesota
$940K +$932K +52,861 New
CG
28
Colony Group
Massachusetts
$823K +$251K +14,216 +44%
OLA
29
Oliver Luxxe Assets
New Jersey
$788K +$122K +6,923 +19%
CAM
30
Clark Asset Management
New Hampshire
$740K +$734K +41,632 New
4FG
31
4Thought Financial Group
New York
$714K +$9.38K +532 +1%
SAM
32
Sawgrass Asset Management
Florida
$638K +$136K +7,697 +27%
Osaic Holdings
33
Osaic Holdings
Arizona
$625K +$250K +14,150 +67%
AA
34
Addison Advisors
Vermont
$609K +$576K +32,670 +2,055%
FAG
35
Financial Advisory Group
Texas
$493K +$32.3K +1,829 +7%
HWM
36
Horizons Wealth Management
North Carolina
$477K +$472K +26,784 New
EI
37
Ellevest Inc
New York
$462K +$3.33K +189 +0.7%
Citadel Advisors
38
Citadel Advisors
Florida
$403K +$91.2K +5,172 +30%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$383K +$381K +21,577 New
AC
40
Apella Capital
Connecticut
$375K -$34.2K -1,937 -8%
UBS Group
41
UBS Group
Switzerland
$318K -$148K -8,394 -32%
LPT
42
Legacy Private Trust
Wisconsin
$257K -$81K -4,595 -24%
RMDI
43
R.M. Davis Inc
Maine
$245K +$243K +13,805 New
SPWM
44
Straight Path Wealth Management
Michigan
$236K +$234K +13,270 New
KBFS
45
Kohmann Bosshard Financial Services
Ohio
$224K +$222K +12,583 New
RFN
46
Redwood Financial Network
Ohio
$192K +$1.38K +78 +0.7%
CIA
47
Capital Investment Advisors
Georgia
$192K -$2.66K -151 -1%
SPIA
48
Steward Partners Investment Advisory
New York
$172K +$110K +6,254 +184%
IBOK
49
Independence Bank of Kentucky
Kentucky
$155K +$142K +8,077 +1,258%
AIP
50
Ameritas Investment Partners
Nebraska
$135K -$179K -10,164 -57%
1
2
3

BSCT Hedge Fund Activity: Q4 2022 in Review

64 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q4 2022, worth a combined $151M — up 25% from $121M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSCT positions and 2 closed out — a net gain of 16 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.45M. The largest seller was Aptus Capital Advisors, cutting an estimated $5.25M.

  • 64 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q4 2022, up from 48 in Q3 2022.
  • Funds reported $151M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q4 2022 and 2 closed out, a net change of +16 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q4 2022 was Wells Fargo, an estimated $5.45M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q4 2022 was Aptus Capital Advisors, an estimated $5.25M sold.

Based on aggregated 13F filings for Q4 2022.