We are live on ! Find out more
BSCT icon

Invesco BulletShares 2029 Corporate Bond ETF

114 hedge funds and large institutions have $472M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

276% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 17

62% more capital invested

Capital invested by funds: $291M → $472M (+$181M)

25% more funds holding

Funds holding: 91114 (+23)

6.36% more ownership

Funds ownership: 71.78%78.14% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
114
Holders Change
+23
Holders Change %
+25.27%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
64
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$102M +$61.3M +3,442,556 +167%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$38.6M +$2.44M +136,901 +7%
EB
3
Eastern Bank
Massachusetts
$28.7M +$136K +7,655 +0.5%
Wells Fargo
4
Wells Fargo
California
$24M +$6.71M +377,277 +41%
ACA
5
Aptus Capital Advisors
Alabama
$18.9M +$5.55M +312,075 +44%
Jane Street
6
Jane Street
New York
$18.1M +$8.56M +481,050 +97%
AWM
7
Avior Wealth Management
Nebraska
$18.1M +$16.8M +944,242 +2,883%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$16.6M +$5.5M +308,974 +53%
MFWM
9
Motley Fool Wealth Management
Virginia
$14.2M +$272K +15,291 +2%
UBS Group
10
UBS Group
Switzerland
$12.5M +$4.43M +248,987 +59%
GCP
11
Gill Capital Partners
Colorado
$12M -$106K -5,930 -0.9%
LPL Financial
12
LPL Financial
California
$11.5M +$5.11M +287,197 +86%
Bank of America
13
Bank of America
North Carolina
$10.3M +$1.45M +81,398 +17%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$9.72M +$1.65M +92,510 +21%
AUB
15
Atlantic Union Bankshares
Virginia
$9.15M +$1.43M +80,305 +19%
CPC
16
Cookson Peirce & Co
Pennsylvania
$8.74M -$120K -6,745 -1%
Invesco
17
Invesco
Georgia
$8.38M +$2.04M +114,864 +34%
RJA
18
Raymond James & Associates
Florida
$6.78M +$4.02M +225,848 +162%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.69M +$2.45M +137,831 +62%
ADL
20
Asset Dedication LLC
California
$6.21M +$110K +6,177 +2%
MWM
21
Marietta Wealth Management
Georgia
$5.41M -$29.6K -1,665 -0.6%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$5.16M +$4.95M +278,243 New
HIP
23
HUB Investment Partners
Texas
$4.66M +$4.47M +251,266 New
GB
24
Goepper Burkhardt
South Carolina
$4.21M +$2.28M +128,200 +126%
HWM
25
Horizons Wealth Management
North Carolina
$3.87M +$2.52M +141,425 +210%

BSCT Hedge Fund Activity: Q4 2023 in Review

114 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q4 2023, worth a combined $472M — up 62% from $291M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BSCT positions and 4 closed out — a net gain of 24 holders — while 64 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.3M. The largest seller was HighTower Advisors, cutting an estimated $1.62M.

  • 114 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q4 2023, up from 91 in Q3 2023.
  • Funds reported $472M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q4 2023, up 62% quarter-over-quarter.
  • 28 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q4 2023 and 4 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $61.3M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q4 2023 was HighTower Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2023.