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Invesco BulletShares 2029 Corporate Bond ETF

81 hedge funds and large institutions have $263M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

18% more capital invested

Capital invested by funds: $222M → $263M (+$41M)

16% more funds holding

Funds holding: 7081 (+11)

0.91% more ownership

Funds ownership: 73.08%73.99% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
41
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$32.8M +$2.72M +149,568 +9%
EB
2
Eastern Bank
Massachusetts
$27.4M +$521K +28,636 +2%
Morgan Stanley
3
Morgan Stanley
New York
$25.4M +$19.1M +1,049,777 +288%
ACA
4
Aptus Capital Advisors
Alabama
$24.2M -$3.24M -177,998 -12%
MFWM
5
Motley Fool Wealth Management
Virginia
$13M +$338K +18,585 +3%
Jane Street
6
Jane Street
New York
$12.9M -$2.31M -127,232 -15%
Wells Fargo
7
Wells Fargo
California
$12.8M +$5.71M +314,234 +78%
GCP
8
Gill Capital Partners
Colorado
$10.4M +$4K +220 +0%
CPC
9
Cookson Peirce & Co
Pennsylvania
$8.86M +$173K +9,541 +2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$7.03M +$31.8K +1,752 +0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.83M +$3.5M +192,274 +102%
AUB
12
Atlantic Union Bankshares
Virginia
$6.67M +$1.16M +63,571 +21%
Bank of America
13
Bank of America
North Carolina
$5.86M +$498K +27,392 +9%
ADL
14
Asset Dedication LLC
California
$5.81M +$135K +7,406 +2%
MWM
15
Marietta Wealth Management
Georgia
$5.35M +$217K +11,938 +4%
CG
16
Colony Group
Massachusetts
$4.68M +$67.1K +3,690 +1%
UBS Group
17
UBS Group
Switzerland
$4.3M +$3.99M +219,265 +1,072%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.98M +$721K +39,675 +22%
LPL Financial
19
LPL Financial
California
$3.64M +$632K +34,770 +21%
Invesco
20
Invesco
Georgia
$3.36M +$1.27M +69,711 +59%
RC
21
Rovin Capital
Arizona
$2.92M -$507K -27,878 -15%
SPIA
22
Steward Partners Investment Advisory
New York
$2.55M +$2.44M +134,238 +1,678%
NCM
23
Novare Capital Management
North Carolina
$2.53M +$136K +7,495 +6%
EWM
24
Empirical Wealth Management
Washington
$2.02M -$34.4K -1,890 -2%
AA
25
Addison Advisors
Vermont
$1.78M +$494K +27,153 +38%

BSCT Hedge Fund Activity: Q2 2023 in Review

81 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q2 2023, worth a combined $263M — up 18% from $222M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSCT positions and 4 closed out — a net gain of 12 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.1M. The largest seller was Aptus Capital Advisors, cutting an estimated $3.24M.

  • 81 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q2 2023, up from 70 in Q1 2023.
  • Funds reported $263M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q2 2023, up 18% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q2 2023 and 4 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $19.1M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q2 2023 was Aptus Capital Advisors, an estimated $3.24M sold.

Based on aggregated 13F filings for Q2 2023.