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Invesco BulletShares 2032 Corporate Bond ETF
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63 hedge funds and large institutions have $309M invested in Invesco BulletShares 2032 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 2

500% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 5

101% more capital invested

Capital invested by funds: $154M → $309M (+$155M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

47% more funds holding

Funds holding: 43 → 63 (+20)

26.61% more ownership

Funds ownership: 88.98% → 115.59% (+27%)

Holders
63
Holders Change
+20
Holders Change %
+46.51%
% of All Funds
0.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
30
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
Wells Fargo
Wells Fargo
California
+$15.6M
3
MFWM
Motley Fool Wealth Management
Virginia
+$12.8M
4
VBFG
Vishria Bird Financial Group
Tennessee
+$12.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.75M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$9.84M
2
Jane Street
Jane Street
New York
-$3.69M
3
CCP
Carmel Capital Partners
California
-$2.46M
4
CPC
Cookson Peirce & Co
Pennsylvania
-$84.6K
5
RW
RVW Wealth
California
-$10.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
26
TLWM Financial
Texas
$1.05M +$993K +50,796 New
EH
27
Equitable Holdings
New York
$985K +$931K +47,587 New
HL
28
HeadInvest LLC
Maine
$982K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$949K +$257K +13,157 +40%
EI
30
Ellevest Inc
New York
$787K +$236K +12,054 +46%
EB
31
Eastern Bank
Massachusetts
$779K +$470K +24,009 +176%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$761K +$50.7K +2,595 +8%
BCFS
33
Butensky & Cohen Financial Security
Florida
$757K +$65.6K +3,355 +10%
CAM
34
Clark Asset Management
New Hampshire
$748K +$434K +22,214 +160%
MML Investors Services
35
MML Investors Services
Massachusetts
$691K +$44.3K +2,264 +7%
SAM
36
Sawgrass Asset Management
Florida
$661K +$296K +15,131 +90%
ADL
37
Asset Dedication LLC
California
$622K +$418K +21,383 +237%
MA
38
MONECO Advisors
Connecticut
$444K +$180K +9,198 +75%
SFC
39
Strategic Financial Concepts
Texas
$384K +$55.1K +2,816 +18%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$371K +$350K +17,916 New
FA
41
Fountainhead AM
New Jersey
$343K – – –
CT
42
Colonial Trust
South Carolina
$310K +$293K +15,000 New
IBOK
43
Independence Bank of Kentucky
Kentucky
$303K +$15.5K +795 +6%
SFG
44
Sterling Financial Group
California
$282K – – –
KAS
45
Kestra Advisory Services
Texas
$281K +$265K +13,575 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$281K +$31.3K +1,600 +13%
CA
47
Cetera Advisors
Colorado
$269K +$254K +12,988 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$246K – – –
IWC
49
Integrated Wealth Concepts
Massachusetts
$214K +$202K +10,322 New
KBFS
50
Kohmann Bosshard Financial Services
Ohio
$211K – – –
1
2
3

BSCW Hedge Fund Activity: Q4 2023 in Review

63 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Corporate Bond ETF (BSCW) for Q4 2023, worth a combined $309M — up 101% from $154M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSCW positions and 2 closed out — a net gain of 20 holders — while 30 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $72.2M. The largest seller was Ameriprise, cutting an estimated $9.84M.

  • 63 institutional investors held Invesco BulletShares 2032 Corporate Bond ETF (BSCW) as of Q4 2023, up from 43 in Q3 2023.
  • Funds reported $309M of Invesco BulletShares 2032 Corporate Bond ETF stock for Q4 2023, up 101% quarter-over-quarter.
  • 22 funds opened new Invesco BulletShares 2032 Corporate Bond ETF positions in Q4 2023 and 2 closed out, a net change of +20 holders.
  • The largest Invesco BulletShares 2032 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $72.2M added.
  • The largest Invesco BulletShares 2032 Corporate Bond ETF seller in Q4 2023 was Ameriprise, an estimated $9.84M sold.

Based on aggregated 13F filings for Q4 2023.