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Invesco BulletShares 2032 Corporate Bond ETF

102 hedge funds and large institutions have $536M invested in Invesco BulletShares 2032 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

427% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 11

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $449M → $536M (+$86.8M)

17% more funds holding

Funds holding: 87102 (+15)

2.42% more ownership

Funds ownership: 75.12%77.54% (+2.4%)

Holders
102
Holders Change
+15
Holders Change %
+17.24%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
58
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CICC
51
Capital Investment Counsel (Colorado)
Colorado
$1.03M +$1.05M +51,342 New
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$999K +$523K +25,545 +106%
HL
53
HeadInvest LLC
Maine
$964K
RWA
54
River Wealth Advisors
Pennsylvania
$949K +$965K +47,177 New
VIM
55
Vista Investment Management
Pennsylvania
$768K +$781K +38,167 New
SWP
56
Sagespring Wealth Partners
Tennessee
$744K +$757K +36,986 New
WMWM
57
Wilkins Miller Wealth Management
Alabama
$673K +$685K +33,460 New
JWM
58
JPL Wealth Management
Colorado
$654K +$665K +32,514 New
DAS
59
Dynamic Advisor Solutions
Arizona
$648K +$660K +32,242 New
FC
60
FCA Corp
Texas
$605K +$38.7K +1,891 +7%
QP
61
Quartz Partners
New York
$544K +$66.2K +3,237 +14%
IAA
62
Independent Advisor Alliance
North Carolina
$537K +$546K +26,695 New
CTA
63
Colonial Trust Advisors
South Carolina
$530K +$182K +8,915 +51%
MA
64
MONECO Advisors
Connecticut
$522K +$6.96K +340 +1%
CT
65
Colonial Trust
South Carolina
$490K +$184K +8,980 +58%
Stifel Financial
66
Stifel Financial
Missouri
$449K +$97.5K +4,763 +27%
RMDI
67
R.M. Davis Inc
Maine
$372K +$183K +8,922 +93%
KCM
68
Kaye Capital Management
California
$369K +$120K +5,883 +47%
ACG
69
Allen Capital Group
Nebraska
$362K +$123K +6,014 +50%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$354K +$34K +1,664 +10%
DA
71
Dover Advisors
Virginia
$342K +$13.3K +650 +4%
WI
72
Wintrust Investments
Illinois
$340K +$5.22K +255 +2%
FA
73
Fountainhead AM
New Jersey
$335K +$1.45K +71 +0.4%
CFS
74
Coordinated Financial Services
Colorado
$321K +$327K +15,962 New
ACP
75
Aveo Capital Partners
Colorado
$310K +$14.2K +695 +5%

BSCW Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2032 Corporate Bond ETF (BSCW) for Q4 2024, worth a combined $536M — up 19% from $449M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSCW positions and 5 closed out — a net gain of 17 holders — while 58 added to existing stakes and 11 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $44.9M. The largest seller was UBS Group, cutting an estimated $1.83M.

  • 102 institutional investors held Invesco BulletShares 2032 Corporate Bond ETF (BSCW) as of Q4 2024, up from 87 in Q3 2024.
  • Funds reported $536M of Invesco BulletShares 2032 Corporate Bond ETF stock for Q4 2024, up 19% quarter-over-quarter.
  • 22 funds opened new Invesco BulletShares 2032 Corporate Bond ETF positions in Q4 2024 and 5 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2032 Corporate Bond ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $44.9M added.
  • The largest Invesco BulletShares 2032 Corporate Bond ETF seller in Q4 2024 was UBS Group, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2024.