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Invesco BulletShares 2029 Corporate Bond ETF

81 hedge funds and large institutions have $263M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

18% more capital invested

Capital invested by funds: $222M → $263M (+$41M)

16% more funds holding

Funds holding: 7081 (+11)

0.91% more ownership

Funds ownership: 73.08%73.99% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
41
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.73M +$1.74M +95,772 New
ECM
27
Exchange Capital Management
Michigan
$1.66M -$35.8K -1,971 -2%
MGIA
28
Matthew Goff Investment Advisor
Texas
$1.56M -$15.8K -867 -1%
RJA
29
Raymond James & Associates
Florida
$1.53M +$944K +51,957 +156%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.46M +$585K +32,190 +65%
Stifel Financial
31
Stifel Financial
Missouri
$1.34M -$35.1K -1,933 -3%
BCFS
32
Butensky & Cohen Financial Security
Florida
$1.07M -$3.82K -210 -0.4%
Ameriprise
33
Ameriprise
Minnesota
$969K -$9.74K -536 -1%
HWM
34
Horizons Wealth Management
North Carolina
$964K +$180K +9,920 +23%
CAM
35
Clark Asset Management
New Hampshire
$812K +$57.1K +3,144 +7%
OLA
36
Oliver Luxxe Assets
New Jersey
$799K -$6.82K -375 -0.8%
SAM
37
Sawgrass Asset Management
Florida
$786K +$137K +7,521 +21%
FAG
38
Financial Advisory Group
Texas
$763K +$136K +7,508 +21%
AAS
39
Avantax Advisory Services
Texas
$751K +$761K +41,851 New
4FG
40
4Thought Financial Group
New York
$719K -$90.4K -4,971 -11%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$589K +$83.2K +4,579 +16%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$551K +$558K +30,700 New
GB
43
Goepper Burkhardt
South Carolina
$510K +$189K +10,400 +58%
RSC
44
Red Spruce Capital
Pennsylvania
$478K +$484K +26,616 New
SPWM
45
Straight Path Wealth Management
Michigan
$451K +$77.4K +4,259 +20%
ACM
46
Arlington Capital Management
Illinois
$444K +$450K +24,740 New
EI
47
Ellevest Inc
New York
$434K +$8.74K +481 +2%
LPT
48
Legacy Private Trust
Wisconsin
$399K -$9.98K -549 -2%
FHA
49
First Horizon Advisors
Tennessee
$341K +$102K +5,618 +42%
AWM
50
Avior Wealth Management
Nebraska
$341K +$246K +13,541 +249%

BSCT Hedge Fund Activity: Q2 2023 in Review

81 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q2 2023, worth a combined $263M — up 18% from $222M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSCT positions and 4 closed out — a net gain of 12 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.1M. The largest seller was Aptus Capital Advisors, cutting an estimated $3.24M.

  • 81 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q2 2023, up from 70 in Q1 2023.
  • Funds reported $263M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q2 2023, up 18% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q2 2023 and 4 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $19.1M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q2 2023 was Aptus Capital Advisors, an estimated $3.24M sold.

Based on aggregated 13F filings for Q2 2023.