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Invesco BulletShares 2029 Corporate Bond ETF

48 hedge funds and large institutions have $121M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $104M → $121M (+$17.4M)

2% more funds holding

Funds holding: 4748 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.18% less ownership

Funds ownership: 80.62%80.44% (-0.18%)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
14
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$31.9M +$33.6M +1,841,480 New
EB
2
Eastern Bank
Massachusetts
$23.9M -$1.31M -71,845 -5%
MFWM
3
Motley Fool Wealth Management
Virginia
$13.1M -$546K -29,891 -4%
GCP
4
Gill Capital Partners
Colorado
$10.1M -$333K -18,214 -3%
CPC
5
Cookson Peirce & Co
Pennsylvania
$7.91M +$52.4K +2,870 +0.6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$6.64M -$51K -2,795 -0.7%
ADL
7
Asset Dedication LLC
California
$5.06M +$351K +19,217 +7%
Jane Street
8
Jane Street
New York
$4.14M -$7.23M -396,068 -62%
Bank of America
9
Bank of America
North Carolina
$1.72M -$464K -25,400 -20%
ECM
10
Exchange Capital Management
Michigan
$1.7M -$29.4K -1,613 -2%
Morgan Stanley
11
Morgan Stanley
New York
$1.51M +$581K +31,848 +58%
Invesco
12
Invesco
Georgia
$1.35M -$346K -18,970 -20%
BCFS
13
Butensky & Cohen Financial Security
Florida
$1.02M -$256 -14 -0%
Stifel Financial
14
Stifel Financial
Missouri
$1.01M +$42.9K +2,347 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$963K -$47.3K -2,589 -4%
Wells Fargo
16
Wells Fargo
California
$941K +$618K +33,823 +165%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$814K +$173K +9,457 +25%
4FG
18
4Thought Financial Group
New York
$687K -$5.92K -324 -0.8%
OLA
19
Oliver Luxxe Assets
New Jersey
$648K -$3.63K -199 -0.5%
CG
20
Colony Group
Massachusetts
$555K +$75.5K +4,137 +15%
SAM
21
Sawgrass Asset Management
Florida
$488K
UBS Group
22
UBS Group
Switzerland
$455K +$109K +5,963 +29%
FAG
23
Financial Advisory Group
Texas
$449K +$168K +9,200 +55%
EI
24
Ellevest Inc
New York
$447K -$15.7K -860 -3%
LPL Financial
25
LPL Financial
California
$443K +$160K +8,784 +52%

BSCT Hedge Fund Activity: Q3 2022 in Review

48 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q3 2022, worth a combined $121M — up 17% from $104M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BSCT positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $33.6M. The largest seller was Jane Street, cutting an estimated $7.23M.

  • 48 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q3 2022, up from 47 in Q2 2022.
  • Funds reported $121M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q3 2022, up 17% quarter-over-quarter.
  • 5 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q3 2022 and 4 closed out, a net change of +1 holder.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q3 2022 was Aptus Capital Advisors, an estimated $33.6M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q3 2022 was Jane Street, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2022.