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Invesco BulletShares 2029 Corporate Bond ETF

91 hedge funds and large institutions have $291M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

271% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 14

12% more funds holding

Funds holding: 8191 (+10)

11% more capital invested

Capital invested by funds: $263M → $291M (+$27.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.2% less ownership

Funds ownership: 73.99%71.78% (-2.2%)

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
52
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.2M +$11.6M +651,532 +46%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$34.1M +$2.16M +121,088 +7%
EB
3
Eastern Bank
Massachusetts
$27M +$228K +12,814 +0.8%
Wells Fargo
4
Wells Fargo
California
$16M +$3.54M +198,329 +28%
MFWM
5
Motley Fool Wealth Management
Virginia
$13.1M +$464K +25,995 +4%
ACA
6
Aptus Capital Advisors
Alabama
$12.4M -$11.5M -643,508 -48%
GCP
7
Gill Capital Partners
Colorado
$11.4M +$1.26M +70,869 +12%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$10.3M +$3.46M +194,315 +50%
Jane Street
9
Jane Street
New York
$8.71M -$3.98M -223,066 -31%
CPC
10
Cookson Peirce & Co
Pennsylvania
$8.38M -$273K -15,312 -3%
Bank of America
11
Bank of America
North Carolina
$8.31M +$2.63M +147,595 +45%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.56M +$3.74M +209,855 +95%
UBS Group
13
UBS Group
Switzerland
$7.41M +$3.27M +183,374 +76%
AUB
14
Atlantic Union Bankshares
Virginia
$7.24M +$737K +41,306 +11%
Invesco
15
Invesco
Georgia
$5.9M +$2.67M +149,770 +80%
LPL Financial
16
LPL Financial
California
$5.82M +$2.31M +129,389 +64%
ADL
17
Asset Dedication LLC
California
$5.75M +$91.4K +5,128 +2%
MWM
18
Marietta Wealth Management
Georgia
$5.14M -$78.2K -4,385 -1%
CG
19
Colony Group
Massachusetts
$4.42M -$151K -8,485 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.98M +$2.59M +145,521 +179%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.91M -$2.81M -157,448 -41%
SPIA
22
Steward Partners Investment Advisory
New York
$2.92M +$436K +24,426 +17%
RC
23
Rovin Capital
Arizona
$2.84M -$15.5K -867 -0.5%
NCM
24
Novare Capital Management
North Carolina
$2.48M +$15.8K +884 +0.6%
RJA
25
Raymond James & Associates
Florida
$2.45M +$971K +54,472 +64%

BSCT Hedge Fund Activity: Q3 2023 in Review

91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q3 2023, worth a combined $291M — up 11% from $263M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BSCT positions and 2 closed out — a net gain of 13 holders — while 52 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.6M. The largest seller was Aptus Capital Advisors, cutting an estimated $11.5M.

  • 91 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q3 2023, up from 81 in Q2 2023.
  • Funds reported $291M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 15 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q3 2023 and 2 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q3 2023 was Morgan Stanley, an estimated $11.6M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2023.