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.
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)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$19.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.71M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.99M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.5M |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$2.72M |
Top Sellers
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$3.24M |
| 2 |
Jane Street
New York
|
-$2.31M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$611K |
| 4 |
RC
Rovin Capital
Mesa,
Arizona
|
-$507K |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
-$191K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
76
Harbour Investments
Madison,
Wisconsin
| $24.1K | +$236 | +13 | +1% |
|
|
KFI
77
Key Financial Inc
West Chester,
Pennsylvania
| $19.3K | – | – | – |
|
|
CT
78
Colonial Trust
Spartanburg,
South Carolina
| $16.2K | +$16.4K | +900 | New |
|
|
CTA
79
Colonial Trust Advisors
Spartanburg,
South Carolina
| $12.6K | +$12.7K | +700 | New |
|
|
AA
80
Ancora Advisors
Cleveland,
Ohio
| $7.88K | – | – | – |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7.04K | – | – | – |
|
|
NA
82
NewEdge Advisors
New Orleans,
Louisiana
| $6.53K | +$6.62K | +364 | New |
|
|
OMC
83
Old Mission Capital
Chicago,
Illinois
| – | -$611K | -33,415 | Closed |
|
|
CA
84
Calton & Associates
Tampa,
Florida
| – | -$191K | -10,450 | Closed |
|
|
BWM
85
BCS Wealth Management
Johnson City,
Tennessee
| – | -$184K | -10,045 | Closed |
|
|
PTC
86
Private Trust Company
Cleveland,
Ohio
| – | -$22.6K | -1,233 | Closed |
|
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.