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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

70 hedge funds and large institutions have $222M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

47% more capital invested

Capital invested by funds: $151M → $222M (+$70.6M)

9% more funds holding

Funds holding: 64 → 70 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.74% less ownership

Funds ownership: 77.81% → 73.08% (-4.7%)

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
38
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$30.3M
2
Jane Street
Jane Street
New York
+$13M
3
CG
Colony Group
Massachusetts
+$3.81M
4
Bank of America
Bank of America
North Carolina
+$2.73M
5
EB
Eastern Bank
Massachusetts
+$2.72M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.06M
2
OMC
Old Mission Capital
Illinois
-$657K
3
Citadel Advisors
Citadel Advisors
Florida
-$403K
4
ACA
Aptus Capital Advisors
Alabama
-$264K
5
MFWM
Motley Fool Wealth Management
Virginia
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Addison Advisors
Vermont
$1.32M +$686K +37,937 +111%
BCFS
27
Butensky & Cohen Financial Security
Florida
$1.1M -$3.74K -207 -0.3%
Ameriprise
28
Ameriprise
Minnesota
$998K +$29.7K +1,643 +3%
Osaic Holdings
29
Osaic Holdings
Arizona
$899K +$253K +14,017 +40%
4FG
30
4Thought Financial Group
New York
$824K +$87.7K +4,851 +12%
OLA
31
Oliver Luxxe Assets
New Jersey
$821K +$9.82K +543 +1%
HWM
32
Horizons Wealth Management
North Carolina
$802K +$309K +17,068 +64%
CAM
33
Clark Asset Management
New Hampshire
$771K +$8.98K +497 +1%
SAM
34
Sawgrass Asset Management
Florida
$664K +$6.98K +386 +1%
FAG
35
Financial Advisory Group
Texas
$641K +$132K +7,305 +26%
OMC
36
Old Mission Capital
Illinois
$611K -$657K -36,330 -52%
RJA
37
Raymond James & Associates
Florida
$608K +$600K +33,209 New
EI
38
Ellevest Inc
New York
$434K -$40.6K -2,248 -9%
LPT
39
Legacy Private Trust
Wisconsin
$417K +$151K +8,372 +58%
SPWM
40
Straight Path Wealth Management
Michigan
$381K +$137K +7,580 +57%
UBS Group
41
UBS Group
Switzerland
$374K +$47K +2,602 +15%
RMDI
42
R.M. Davis Inc
Maine
$348K +$94.2K +5,212 +38%
GB
43
Goepper Burkhardt
South Carolina
$329K +$325K +18,000 New
TF
44
TLWM Financial
Texas
$278K +$275K +15,213 New
CA
45
Cetera Advisors
Colorado
$261K +$258K +14,260 New
FHA
46
First Horizon Advisors
Tennessee
$245K +$242K +13,400 New
KBFS
47
Kohmann Bosshard Financial Services
Ohio
$230K – – –
RFN
48
Redwood Financial Network
Ohio
$200K +$1.52K +84 +0.8%
CIA
49
Capital Investment Advisors
Georgia
$192K -$5.91K -327 -3%
CA
50
Calton & Associates
Florida
$191K +$189K +10,450 New
1
2
3

BSCT Hedge Fund Activity: Q1 2023 in Review

70 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q1 2023, worth a combined $222M — up 47% from $151M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSCT positions and 4 closed out — a net gain of 8 holders — while 38 added to existing stakes and 12 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $30.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.06M sold.

  • 70 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q1 2023, up from 64 in Q4 2022.
  • Funds reported $222M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q1 2023, up 47% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q1 2023 and 4 closed out, a net change of +8 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q1 2023 was Wilbanks Smith & Thomas Asset Management, an estimated $30.3M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q1 2023 was Susquehanna International Group, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2023.