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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

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: 70 → 81 (+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: 1 → 1 (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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$19.1M
2
Wells Fargo
Wells Fargo
California
+$5.71M
3
UBS Group
UBS Group
Switzerland
+$3.99M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.5M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$2.72M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$3.24M
2
Jane Street
Jane Street
New York
-$2.31M
3
OMC
Old Mission Capital
Illinois
-$611K
4
RC
Rovin Capital
Arizona
-$507K
5
CA
Calton & Associates
Florida
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
51
R.M. Davis Inc
Maine
$337K -$3.82K -210 -1%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$320K +$324K +17,815 New
SI
53
Stephens Inc
Arkansas
$286K +$290K +15,950 New
TF
54
TLWM Financial
Texas
$273K – – –
SFG
55
Sterling Financial Group
California
$255K +$258K +14,184 New
CA
56
Cetera Advisors
Colorado
$252K -$3.73K -205 -1%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$238K +$241K +13,261 New
CIA
58
Capital Investment Advisors
Georgia
$227K +$38.7K +2,127 +20%
KBFS
59
Kohmann Bosshard Financial Services
Ohio
$226K – – –
AC
60
Apella Capital
Connecticut
$220K +$223K +12,272 New
RFN
61
Redwood Financial Network
Ohio
$213K +$17.5K +964 +9%
MA
62
MONECO Advisors
Connecticut
$205K +$207K +11,397 New
HNB
63
Huntington National Bank
Ohio
$180K – – –
KAS
64
Kestra Advisory Services
Texas
$180K +$182K +10,013 New
IBOK
65
Independence Bank of Kentucky
Kentucky
$168K +$11.6K +636 +7%
FCB
66
First Command Bank
Texas
$123K +$1.62K +89 +1%
FCFS
67
First Command Financial Services
Texas
$123K +$1.62K +89 +1%
AIP
68
Ameritas Investment Partners
Nebraska
$106K -$21.9K -1,204 -17%
VCM
69
Vigilant Capital Management
Maine
$103K -$19.6K -1,077 -16%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$74K – – –
GWM
71
Geneos Wealth Management
Colorado
$62.9K +$8.96K +493 +16%
SIC
72
SJS Investment Consulting
Ohio
$62.8K +$27K +1,487 +74%
CAL
73
Capital Analysts LLC
Pennsylvania
$37K – – –
ST
74
Smithfield Trust
Pennsylvania
$28K – – –
SCA
75
Stonebridge Capital Advisors
Minnesota
$25.6K +$25.9K +1,425 New
1 2
3
4

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.