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Invesco BulletShares 2029 Corporate Bond ETF

34 hedge funds and large institutions have $82M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

50% more capital invested

Capital invested by funds: $54.7M → $82M (+$27.4M)

17% more funds holding

Funds holding: 2934 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.47% less ownership

Funds ownership: 83.57%80.1% (-3.5%)

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EB
1
Eastern Bank
Massachusetts
$17.5M +$17.2M +809,596 +2,225%
MFWM
2
Motley Fool Wealth Management
Virginia
$16.6M +$517K +24,367 +3%
GCP
3
Gill Capital Partners
Colorado
$7.42M +$2.56M +120,756 +51%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.8M +$6.97M +328,894 New
CPC
5
Cookson Peirce & Co
Pennsylvania
$6.06M +$450K +21,208 +8%
Jane Street
6
Jane Street
New York
$5.5M +$2.87M +135,559 +104%
CG
7
Colony Group
Massachusetts
$4.43M +$134K +6,318 +3%
Invesco
8
Invesco
Georgia
$2.64M -$1.95M -91,730 -42%
ECM
9
Exchange Capital Management
Michigan
$2.38M +$897K +42,291 +58%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.87M +$1.92M +90,556 New
ADL
11
Asset Dedication LLC
California
$1.39M -$910K -42,921 -39%
Wolverine Trading
12
Wolverine Trading
Illinois
$1.35M +$945K +44,537 +213%
Bank of America
13
Bank of America
North Carolina
$1.21M +$297K +14,006 +32%
BCFS
14
Butensky & Cohen Financial Security
Florida
$838K +$128K +6,019 +17%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$824K +$118K +5,549 +16%
AC
16
Apella Capital
Connecticut
$727K -$175K -8,234 -19%
4FG
17
4Thought Financial Group
New York
$666K +$683K +32,210 New
EI
18
Ellevest Inc
New York
$595K +$76.9K +3,624 +14%
HA
19
Harfst & Associates
Wyoming
$499K -$29.2K -1,375 -5%
LPL Financial
20
LPL Financial
California
$470K +$63K +2,969 +15%
Wells Fargo
21
Wells Fargo
California
$411K +$114K +5,377 +37%
Osaic Holdings
22
Osaic Holdings
Arizona
$385K +$319K +15,050 +424%
RJA
23
Raymond James & Associates
Florida
$336K +$52.2K +2,461 +18%
BCPWM
24
Bradley & Co Private Wealth Management
Florida
$333K +$341K +16,096 New
OLA
25
Oliver Luxxe Assets
New Jersey
$294K

BSCT Hedge Fund Activity: Q1 2021 in Review

34 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q1 2021, worth a combined $82M — up 50% from $54.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSCT positions and 1 closed out — a net gain of 6 holders — while 21 added to existing stakes and 4 trimmed.

The largest buyer was Eastern Bank, adding an estimated $17.2M. The largest seller was Anchor Investment Management, exiting entirely with an estimated $2.57M sold.

  • 34 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q1 2021, up from 29 in Q4 2020.
  • Funds reported $82M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q1 2021, up 50% quarter-over-quarter.
  • 7 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q1 2021 and 1 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q1 2021 was Eastern Bank, an estimated $17.2M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q1 2021 was Anchor Investment Management, an estimated $2.57M sold.

Based on aggregated 13F filings for Q1 2021.