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Invesco BulletShares 2029 Corporate Bond ETF

164 hedge funds and large institutions have $723M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

323% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 22

20% more funds holding

Funds holding: 137164 (+27)

18% more capital invested

Capital invested by funds: $612M → $723M (+$111M)

1.98% more ownership

Funds ownership: 71.63%73.61% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
35
Increased
93
Reduced
22
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
$77.6M +$14.6M +805,189 +23%
CA
2
Clearstead Advisors
Ohio
$46.6M +$46.5M +2,568,530 New
Wells Fargo
3
Wells Fargo
California
$34M -$2.02M -111,272 -6%
EB
4
Eastern Bank
Massachusetts
$30.6M +$397K +21,927 +1%
AWM
5
Avior Wealth Management
Nebraska
$29.7M +$8.6M +475,048 +41%
ACA
6
Aptus Capital Advisors
Alabama
$28.5M +$7.14M +393,985 +33%
RJA
7
Raymond James & Associates
Florida
$27.1M +$13.3M +731,566 +96%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$25.8M +$1.17M +64,450 +5%
LPL Financial
9
LPL Financial
California
$23.3M +$2.57M +141,691 +12%
Bank of America
10
Bank of America
North Carolina
$22.9M +$10.5M +579,366 +85%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$20.7M +$337K +18,595 +2%
UBS Group
12
UBS Group
Switzerland
$20.3M +$969K +53,500 +5%
Stifel Financial
13
Stifel Financial
Missouri
$17.9M +$15.1M +836,176 +554%
Invesco
14
Invesco
Georgia
$15.4M +$5.3M +292,567 +53%
MFWM
15
Motley Fool Wealth Management
Virginia
$14.8M +$267K +14,767 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13.8M -$1M -55,293 -7%
RIG
17
RiverFront Investment Group
Virginia
$13.4M +$1.21M +66,871 +10%
AUB
18
Atlantic Union Bankshares
Virginia
$12.8M +$1.99M +109,990 +18%
GCP
19
Gill Capital Partners
Colorado
$11.9M +$81.7K +4,509 +0.7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$10.7M -$632K -34,917 -6%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$9.62M +$328K +18,131 +4%
CPC
22
Cookson Peirce & Co
Pennsylvania
$9.33M +$36.2K +2,001 +0.4%
ADL
23
Asset Dedication LLC
California
$8.87M +$672K +37,085 +8%
VBFG
24
Vishria Bird Financial Group
Tennessee
$8.36M -$40.1K -2,213 -0.5%
HIP
25
HUB Investment Partners
Texas
$7.11M +$866K +47,836 +14%

BSCT Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q2 2024, worth a combined $723M — up 18% from $612M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCT positions and 4 closed out — a net gain of 31 holders — while 93 added to existing stakes and 22 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.5M. The largest seller was Jane Street, cutting an estimated $25.6M.

  • 164 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q2 2024, up from 137 in Q1 2024.
  • Funds reported $723M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q2 2024 and 4 closed out, a net change of +31 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.5M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2024.