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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

29 hedge funds and large institutions have $54.7M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 2

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

224% more capital invested

Capital invested by funds: $16.9M → $54.7M (+$37.8M)

25.32% more ownership

Funds ownership: 58.25% → 83.57% (+25%)

21% more funds holding

Funds holding: 24 → 29 (+5)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
18
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFWM
Motley Fool Wealth Management
Virginia
+$16.8M
2
CPC
Cookson Peirce & Co
Pennsylvania
+$5.86M
3
Invesco
Invesco
Georgia
+$4.73M
4
CG
Colony Group
Massachusetts
+$3.58M
5
Jane Street
Jane Street
New York
+$2.07M

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
-$1.73M
2
SPIA
Steward Partners Investment Advisory
New York
-$83.7K
3
ASN
Advisory Services Network
Georgia
-$66K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$17M +$16.8M +777,770 New
CPC
2
Cookson Peirce & Co
Pennsylvania
$5.92M +$5.86M +271,763 New
GCP
3
Gill Capital Partners
Colorado
$5.18M +$1.22M +56,377 +31%
Invesco
4
Invesco
Georgia
$4.78M +$4.73M +219,279 New
CG
5
Colony Group
Massachusetts
$4.53M +$3.58M +165,958 +395%
Jane Street
6
Jane Street
New York
$2.84M +$2.07M +95,864 +280%
AIM
7
Anchor Investment Management
South Carolina
$2.57M +$192K +8,890 +8%
ADL
8
Asset Dedication LLC
California
$2.4M +$1.03M +47,878 +77%
ECM
9
Exchange Capital Management
Michigan
$1.59M +$759K +35,193 +93%
Bank of America
10
Bank of America
North Carolina
$965K +$585K +27,140 +159%
AC
11
Apella Capital
Connecticut
$945K +$77.3K +3,586 +9%
EB
12
Eastern Bank
Massachusetts
$793K +$568K +26,356 +263%
BCFS
13
Butensky & Cohen Financial Security
Florida
$752K +$218K +10,120 +42%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$748K +$118K +5,470 +19%
HA
15
Harfst & Associates
Wyoming
$555K – – –
EI
16
Ellevest Inc
New York
$548K +$31.2K +1,449 +6%
Wolverine Trading
17
Wolverine Trading
Illinois
$455K -$1.73M -80,186 -79%
LPL Financial
18
LPL Financial
California
$431K +$96.3K +4,465 +29%
AA
19
Addison Advisors
Vermont
$336K +$332K +15,406 New
Wells Fargo
20
Wells Fargo
California
$316K +$285K +13,203 +1,040%
OLA
21
Oliver Luxxe Assets
New Jersey
$305K +$307K +14,225 New
RJA
22
Raymond James & Associates
Florida
$300K +$52.8K +2,450 +22%
UBS Group
23
UBS Group
Switzerland
$123K – – –
SBL
24
Sargent Bickham Lagudis
Colorado
$83K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$77K +$32.3K +1,500 +73%
1
2

BSCT Hedge Fund Activity: Q4 2020 in Review

29 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q4 2020, worth a combined $54.7M — up 224% from $16.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSCT positions and 1 closed out — a net gain of 5 holders — while 18 added to existing stakes and 2 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $16.8M. The largest seller was Wolverine Trading, cutting an estimated $1.73M.

  • 29 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q4 2020, up from 24 in Q3 2020.
  • Funds reported $54.7M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q4 2020, up 224% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q4 2020 and 1 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q4 2020 was Motley Fool Wealth Management, an estimated $16.8M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q4 2020 was Wolverine Trading, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2020.