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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$61.3M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$16.8M |
| 3 |
Jane Street
New York
|
+$8.56M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.71M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$5.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$1.62M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.48M |
| 3 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
-$995K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$569K |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$294K |
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.