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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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$366K +$3.18K +157 +0.9%
FA
52
Fountainhead AM
New Jersey
$336K – – –
IWC
53
Integrated Wealth Concepts
Massachusetts
$333K +$124K +6,137 +59%
CTWM
54
Cherry Tree Wealth Management
Minnesota
$306K +$307K +15,132 New
CT
55
Colonial Trust
South Carolina
$304K – – –
DA
56
Dover Advisors
Virginia
$282K +$282K +13,909 New
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$275K – – –
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$271K +$29.9K +1,475 +12%
KBFS
59
Kohmann Bosshard Financial Services
Ohio
$257K +$50.4K +2,485 +24%
HA
60
Hanover Advisors
South Carolina
$229K +$229K +11,318 New
CFS
61
Coordinated Financial Services
Colorado
$203K +$203K +10,029 New
DWG
62
Darden Wealth Group
Michigan
$203K – – –
US Bancorp
63
US Bancorp
Minnesota
$186K +$27.3K +1,345 +17%
DCM
64
Davis Capital Management
Florida
$158K +$137K +6,744 +608%
FCAS
65
First Command Advisory Services
Texas
$127K +$2.47K +122 +2%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$117K +$3.63K +179 +3%
MAM
67
Marquette Asset Management
Minnesota
$90.4K – – –
Comerica Bank
68
Comerica Bank
Texas
$64.4K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$49.6K +$49.7K +2,450 New
HNB
70
Huntington National Bank
Ohio
$31.7K – – –
CAL
71
Capital Analysts LLC
Pennsylvania
$31K +$122 +6 +0.4%
ST
72
Smithfield Trust
Pennsylvania
$21K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$5.06K +$5.07K +250 New
FPB
74
First PREMIER Bank
South Dakota
$4K +$3.87K +191 New
TVAMP
75
Tennessee Valley Asset Management Partners
Tennessee
– -$44K -2,128 Closed
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.