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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
BWM
51
BCS Wealth Management
Tennessee
$184K +$182K +10,045 New
IBOK
52
Independence Bank of Kentucky
Kentucky
$160K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$146K -$30.1K -1,663 -17%
AIP
54
Ameritas Investment Partners
Nebraska
$130K -$9.15K -506 -7%
VCM
55
Vigilant Capital Management
Maine
$125K +$25K +1,382 +25%
FCB
56
First Command Bank
Texas
$124K +$6.34K +351 +5%
FCFS
57
First Command Financial Services
Texas
$124K +$6.34K +351 +5%
AWM
58
Avior Wealth Management
Nebraska
$99.6K +$98.4K +5,446 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$76K – – –
GWM
60
Geneos Wealth Management
Colorado
$55.1K – – –
CAL
61
Capital Analysts LLC
Pennsylvania
$38K – – –
SIC
62
SJS Investment Consulting
Ohio
$36.8K – – –
ST
63
Smithfield Trust
Pennsylvania
$29K -$1.18K -65 -4%
HI
64
Harbour Investments
Wisconsin
$24.3K +$199 +11 +0.8%
PTC
65
Private Trust Company
Ohio
$22.6K – – –
KFI
66
Key Financial Inc
Pennsylvania
$19.7K – – –
AA
67
Ancora Advisors
Ohio
$8.03K +$7.94K +439 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$7.17K +$7.09K +392 New
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$1K +$994 +55 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$517 +$121K +6,693 +31%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$2.06M -115,944 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– -$403K -22,652 Closed
NA
73
NewEdge Advisors
Louisiana
– -$24.4K -1,375 Closed
LFA
74
Level Financial Advisors
New York
– -$8K -464 Closed
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.