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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
CTA
76
Colonial Trust Advisors
South Carolina
$351K +$311K +17,450 +1,203%
CA
77
Cetera Advisors
Colorado
$336K +$72.6K +4,081 +29%
TF
78
TLWM Financial
Texas
$318K – – –
HWM
79
HB Wealth Management
Georgia
$316K +$303K +17,048 New
SFG
80
Sterling Financial Group
California
$299K – – –
RFN
81
Redwood Financial Network
Ohio
$297K +$50.3K +2,825 +21%
CAN
82
Cetera Advisor Networks
California
$281K +$269K +15,141 New
SIC
83
Sigma Investment Counselors
Michigan
$278K -$995K -55,896 -79%
HNB
84
Huntington National Bank
Ohio
$271K – – –
CAL
85
Capital Analysts LLC
Pennsylvania
$263K +$252K +14,170 New
PAG
86
Private Advisor Group
New Jersey
$254K +$244K +13,697 New
FAM
87
Flaharty Asset Management
Florida
$252K +$242K +13,600 New
Truist Financial
88
Truist Financial
North Carolina
$248K +$238K +13,348 New
IWC
89
Integrated Wealth Concepts
Massachusetts
$213K +$204K +11,463 New
DWG
90
Darden Wealth Group
Michigan
$204K +$196K +11,000 New
Citadel Advisors
91
Citadel Advisors
Florida
$197K -$114K -6,379 -38%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$195K +$188K +10,541 New
OMC
93
Old Mission Capital
Illinois
$191K +$183K +10,290 New
BFEC
94
Benjamin F. Edwards & Company
Missouri
$161K +$81.1K +4,558 +110%
DCM
95
Davis Capital Management
Florida
$135K +$129K +7,272 New
FCAS
96
First Command Advisory Services
Texas
$127K -$3.74K -210 -3%
KFI
97
Key Financial Inc
Pennsylvania
$120K +$96K +5,393 +502%
GWM
98
Geneos Wealth Management
Colorado
$118K +$43.9K +2,468 +64%
AIP
99
Ameritas Investment Partners
Nebraska
$84.2K +$267 +15 +0.3%
NA
100
NewEdge Advisors
Louisiana
$82.8K +$73K +4,103 +1,127%
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.