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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

114 hedge funds and large institutions have $472M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

276% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 17

62% more capital invested

Capital invested by funds: $291M → $472M (+$181M)

25% more funds holding

Funds holding: 91 → 114 (+23)

6.36% more ownership

Funds ownership: 71.78% → 78.14% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
114
Holders Change
+23
Holders Change %
+25.27%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
64
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$61.3M
2
AWM
Avior Wealth Management
Nebraska
+$16.8M
3
Jane Street
Jane Street
New York
+$8.56M
4
Wells Fargo
Wells Fargo
California
+$6.71M
5
ACA
Aptus Capital Advisors
Alabama
+$5.55M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$1.62M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.48M
3
SIC
Sigma Investment Counselors
Michigan
-$995K
4
AAS
Avantax Advisory Services
Texas
-$569K
5
LPT
Legacy Private Trust
Wisconsin
-$294K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$3.09M -$3.72K -209 -0.1%
RC
27
Rovin Capital
Arizona
$2.99M -$10K -562 -0.3%
MGIA
28
Matthew Goff Investment Advisor
Texas
$2.84M +$1.17M +65,931 +76%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.77M +$1.89M +105,948 +243%
AA
30
Addison Advisors
Vermont
$2.69M +$281K +15,805 +12%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.67M -$1.48M -83,116 -37%
NCM
32
Novare Capital Management
North Carolina
$2.35M -$271K -15,207 -11%
ECM
33
Exchange Capital Management
Michigan
$2.26M +$308K +17,323 +17%
EWM
34
Empirical Wealth Management
Washington
$2.15M +$49.3K +2,772 +2%
SAM
35
Secure Asset Management
Michigan
$2.14M +$2.06M +115,552 New
IF
36
Ironwood Financial
Arizona
$1.88M +$1.44M +80,849 +399%
KAS
37
Kestra Advisory Services
Texas
$1.87M +$1.61M +90,533 +900%
CAM
38
Clark Asset Management
New Hampshire
$1.84M +$886K +49,805 +101%
Stifel Financial
39
Stifel Financial
Missouri
$1.6M +$95.4K +5,359 +7%
GCM
40
G2 Capital Management
Ohio
$1.45M +$1.39M +78,019 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.43M +$667K +37,497 +94%
CIC
42
Carnegie Investment Counsel
Ohio
$1.42M +$170K +9,553 +14%
Ameriprise
43
Ameriprise
Minnesota
$1.34M +$354K +19,915 +38%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.33M +$277K +15,565 +28%
FAG
45
Financial Advisory Group
Texas
$1.24M +$52.7K +2,959 +5%
SAM
46
Sawgrass Asset Management
Florida
$1.2M +$203K +11,418 +21%
BCFS
47
Butensky & Cohen Financial Security
Florida
$1.08M -$28.3K -1,588 -3%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.05M +$39.6K +2,228 +4%
HGA
49
Hobbs Group Advisors
South Carolina
$927K +$889K +49,980 New
MA
50
MONECO Advisors
Connecticut
$886K +$471K +26,441 +124%
1
2
3 4 5

BSCT Hedge Fund Activity: Q4 2023 in Review

114 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q4 2023, worth a combined $472M — up 62% from $291M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BSCT positions and 4 closed out — a net gain of 24 holders — while 64 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.3M. The largest seller was HighTower Advisors, cutting an estimated $1.62M.

  • 114 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q4 2023, up from 91 in Q3 2023.
  • Funds reported $472M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q4 2023, up 62% quarter-over-quarter.
  • 28 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q4 2023 and 4 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $61.3M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q4 2023 was HighTower Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2023.