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Invesco BulletShares 2032 Corporate Bond ETF
BSCW

73 hedge funds and large institutions have $349M invested in Invesco BulletShares 2032 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 5

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16% more funds holding

Funds holding: 63 → 73 (+10)

13% more capital invested

Capital invested by funds: $309M → $349M (+$40.2M)

32.96% less ownership

Funds ownership: 115.59% → 82.64% (-33%)

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.05%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
45
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$26.8M
2
EB
Eastern Bank
Massachusetts
+$26.2M
3
SFG
Sterling Financial Group
California
+$10.3M
4
LPL Financial
LPL Financial
California
+$7.84M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.64M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$51.4M
2
Ameriprise
Ameriprise
Minnesota
-$5.02M
3
Jane Street
Jane Street
New York
-$4.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$2.16M – – –
ECM
27
Exchange Capital Management
Michigan
$1.71M +$1.71M +84,500 New
BWM
28
BCS Wealth Management
Tennessee
$1.6M +$359K +17,712 +29%
Citadel Advisors
29
Citadel Advisors
Florida
$1.35M -$2.71M -133,857 -67%
TF
30
TLWM Financial
Texas
$1.29M +$262K +12,941 +25%
GCM
31
G2 Capital Management
Ohio
$1.23M +$14.5K +715 +1%
CAM
32
Clark Asset Management
New Hampshire
$1.2M +$471K +23,220 +64%
SAM
33
Sawgrass Asset Management
Florida
$1.11M +$468K +23,097 +72%
EH
34
Equitable Holdings
New York
$1.08M +$113K +5,559 +12%
HL
35
HeadInvest LLC
Maine
$961K – – –
EI
36
Ellevest Inc
New York
$940K +$170K +8,400 +22%
OMC
37
Old Mission Capital
Illinois
$887K +$888K +43,806 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$880K +$135K +6,666 +18%
BCFS
39
Butensky & Cohen Financial Security
Florida
$860K +$120K +5,894 +16%
MML Investors Services
40
MML Investors Services
Massachusetts
$772K +$95.6K +4,713 +14%
ADL
41
Asset Dedication LLC
California
$764K +$148K +7,320 +24%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$745K +$746K +36,770 New
CA
43
Cetera Advisors
Colorado
$689K +$427K +21,053 +162%
MA
44
MONECO Advisors
Connecticut
$647K +$213K +10,502 +49%
ANBTV
45
American National Bank & Trust (Virginia)
Virginia
$545K +$545K +26,901 New
IBOK
46
Independence Bank of Kentucky
Kentucky
$539K +$243K +11,970 +82%
KAS
47
Kestra Advisory Services
Texas
$531K +$256K +12,644 +93%
SFC
48
Strategic Financial Concepts
Texas
$471K +$95.7K +4,719 +25%
SI
49
Stephens Inc
Arkansas
$422K +$423K +20,850 New
HIP
50
HUB Investment Partners
Texas
$406K +$406K +20,039 New
1
2
3 4

BSCW Hedge Fund Activity: Q1 2024 in Review

73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Corporate Bond ETF (BSCW) for Q1 2024, worth a combined $349M — up 13% from $309M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSCW positions and 3 closed out — a net gain of 11 holders — while 45 added to existing stakes and 5 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $26.8M. The largest seller was Morgan Stanley, cutting an estimated $51.4M.

  • 73 institutional investors held Invesco BulletShares 2032 Corporate Bond ETF (BSCW) as of Q1 2024, up from 63 in Q4 2023.
  • Funds reported $349M of Invesco BulletShares 2032 Corporate Bond ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2032 Corporate Bond ETF positions in Q1 2024 and 3 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2032 Corporate Bond ETF buyer in Q1 2024 was Aptus Capital Advisors, an estimated $26.8M added.
  • The largest Invesco BulletShares 2032 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $51.4M sold.

Based on aggregated 13F filings for Q1 2024.