We are live on ! Find out more
BSCT icon

Invesco BulletShares 2029 Corporate Bond ETF
BSCT

40 hedge funds and large institutions have $100M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

8% more funds holding

Funds holding: 37 → 40 (+3)

6% more capital invested

Capital invested by funds: $94.2M → $100M (+$5.87M)

1.38% more ownership

Funds ownership: 78.32% → 79.7% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
22
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPC
Cookson Peirce & Co
Pennsylvania
+$2.76M
2
GCP
Gill Capital Partners
Colorado
+$2M
3
Invesco
Invesco
Georgia
+$1.2M
4
EB
Eastern Bank
Massachusetts
+$1.19M
5
ADL
Asset Dedication LLC
California
+$909K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.42M
2
Jane Street
Jane Street
New York
-$1.13M
3
CG
Colony Group
Massachusetts
-$556K
4
LPL Financial
LPL Financial
California
-$437K
5
FAG
Financial Advisory Group
Texas
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1
Eastern Bank
Massachusetts
$23.6M +$1.19M +56,631 +5%
MFWM
2
Motley Fool Wealth Management
Virginia
$17.9M -$84.9K -4,047 -0.5%
GCP
3
Gill Capital Partners
Colorado
$11.6M +$2M +95,103 +21%
CPC
4
Cookson Peirce & Co
Pennsylvania
$9.7M +$2.76M +131,514 +40%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.78M +$396K +18,869 +5%
ADL
6
Asset Dedication LLC
California
$5.24M +$909K +43,333 +21%
Invesco
7
Invesco
Georgia
$5.17M +$1.2M +57,136 +30%
Bank of America
8
Bank of America
North Carolina
$2.33M +$789K +37,610 +51%
ECM
9
Exchange Capital Management
Michigan
$2.29M -$79.4K -3,786 -3%
CG
10
Colony Group
Massachusetts
$1.92M -$556K -26,489 -22%
Stifel Financial
11
Stifel Financial
Missouri
$1.21M +$71.9K +3,426 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.14M +$179K +8,535 +19%
BCFS
13
Butensky & Cohen Financial Security
Florida
$1.14M +$95K +4,525 +9%
Morgan Stanley
14
Morgan Stanley
New York
$976K +$90.1K +4,292 +10%
OLA
15
Oliver Luxxe Assets
New Jersey
$876K +$580K +27,623 +194%
4FG
16
4Thought Financial Group
New York
$821K +$13.8K +657 +2%
Jane Street
17
Jane Street
New York
$777K -$1.13M -53,859 -59%
Osaic Holdings
18
Osaic Holdings
Arizona
$658K +$43K +2,050 +7%
EI
19
Ellevest Inc
New York
$593K -$3.42K -163 -0.6%
AC
20
Apella Capital
Connecticut
$563K -$27.8K -1,323 -5%
BCPWM
21
Bradley & Co Private Wealth Management
Florida
$492K +$155K +7,405 +46%
Wells Fargo
22
Wells Fargo
California
$467K +$126K +6,003 +37%
CIA
23
Capital Investment Advisors
Georgia
$415K +$7.91K +377 +2%
RJA
24
Raymond James & Associates
Florida
$379K +$79.5K +3,787 +26%
Citadel Advisors
25
Citadel Advisors
Florida
$321K +$322K +15,327 New
1
2

BSCT Hedge Fund Activity: Q4 2021 in Review

40 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q4 2021, worth a combined $100M — up 6.2% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSCT positions and 3 closed out — a net gain of 3 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Cookson Peirce & Co, adding an estimated $2.76M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.42M sold.

  • 40 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q4 2021, up from 37 in Q3 2021.
  • Funds reported $100M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q4 2021, up 6.2% quarter-over-quarter.
  • 6 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q4 2021 and 3 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q4 2021 was Cookson Peirce & Co, an estimated $2.76M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q4 2021 was Susquehanna International Group, an estimated $2.42M sold.

Based on aggregated 13F filings for Q4 2021.