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Invesco BulletShares 2029 Corporate Bond ETF

21 hedge funds and large institutions have $11.9M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

51% more capital invested

Capital invested by funds: $7.88M → $11.9M (+$4.01M)

31% more funds holding

Funds holding: 1621 (+5)

7.6% more ownership

Funds ownership: 45.81%53.41% (+7.6%)

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
1
Gill Capital Partners
Colorado
$2.73M +$2.63M +128,471 New
AIM
2
Anchor Investment Management
South Carolina
$1.94M +$23.8K +1,163 +1%
Wolverine Trading
3
Wolverine Trading
Illinois
$1.8M -$202K -9,890 -10%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.52M +$1.46M +71,554 New
AC
5
Apella Capital
Connecticut
$763K +$191K +9,316 +35%
ECM
6
Exchange Capital Management
Michigan
$580K +$90.7K +4,434 +19%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$454K +$27.8K +1,357 +7%
EI
8
Ellevest Inc
New York
$421K +$62.5K +3,056 +18%
Jane Street
9
Jane Street
New York
$319K -$1.49M -72,715 -83%
Bank of America
10
Bank of America
North Carolina
$288K +$106K +5,193 +62%
LPL Financial
11
LPL Financial
California
$270K +$18.8K +921 +8%
BCFS
12
Butensky & Cohen Financial Security
Florida
$235K +$227K +11,074 New
RJA
13
Raymond James & Associates
Florida
$223K +$5.57K +272 +3%
SPIA
14
Steward Partners Investment Advisory
New York
$114K +$110K +5,355 New
SBL
15
Sargent Bickham Lagudis
Colorado
$81K +$77.9K +3,807 New
ADL
16
Asset Dedication LLC
California
$68K -$275K -13,427 -81%
UBS Group
17
UBS Group
Switzerland
$49K
Wells Fargo
18
Wells Fargo
California
$19K +$2.35K +115 +15%
CAN
19
Cetera Advisor Networks
California
$10K +$10.1K +495 New
Morgan Stanley
20
Morgan Stanley
New York
$6K +$5.63K +275 New
DCM
21
Davis Capital Management
Florida
$3K
ASN
22
Advisory Services Network
Georgia
-$39K -2,050 Closed
PMFA
23
Plante Moran Financial Advisors
Michigan
-$5K -268 Closed

BSCT Hedge Fund Activity: Q2 2020 in Review

21 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q2 2020, worth a combined $11.9M — up 51% from $7.88M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSCT positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Gill Capital Partners, opening a new position worth an estimated $2.63M. The largest seller was Jane Street, cutting an estimated $1.49M.

  • 21 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q2 2020, up from 16 in Q1 2020.
  • Funds reported $11.9M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q2 2020, up 51% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q2 2020 and 2 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q2 2020 was Gill Capital Partners, an estimated $2.63M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $1.49M sold.

Based on aggregated 13F filings for Q2 2020.