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Invesco BulletShares 2032 Corporate Bond ETF

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: 23 (+1)

47% more funds holding

Funds holding: 4363 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$130M +$72.2M +3,692,381 +141%
Wells Fargo
2
Wells Fargo
California
$28.7M +$15.6M +796,586 +135%
AUB
3
Atlantic Union Bankshares
Virginia
$13.8M +$2.22M +113,419 +21%
MFWM
4
Motley Fool Wealth Management
Virginia
$13.6M +$12.8M +656,566 New
VBFG
5
Vishria Bird Financial Group
Tennessee
$13.1M +$12.4M +634,415 New
Jane Street
6
Jane Street
New York
$9M -$3.69M -188,764 -30%
CPC
7
Cookson Peirce & Co
Pennsylvania
$8.79M -$84.6K -4,326 -1%
Ameriprise
8
Ameriprise
Minnesota
$8.66M -$9.84M -503,167 -55%
GCP
9
Gill Capital Partners
Colorado
$8.07M +$462K +23,633 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.17M +$5.75M +294,264 +563%
LPL Financial
11
LPL Financial
California
$6.7M +$527K +26,932 +9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.12M +$1.9M +97,089 +49%
UBS Group
13
UBS Group
Switzerland
$5.86M +$1.92M +98,395 +53%
TCWM
14
Total Clarity Wealth Management
Illinois
$5.37M +$5.08M +259,700 New
Invesco
15
Invesco
Georgia
$4.78M +$1.04M +53,405 +30%
Citadel Advisors
16
Citadel Advisors
Florida
$4.15M +$1.83M +93,635 +87%
WI
17
Wintrust Investments
Illinois
$3.46M +$556K +28,457 +21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.85M +$779K +39,840 +41%
AA
19
Addison Advisors
Vermont
$2.82M +$1.29M +65,755 +93%
Lido Advisors
20
Lido Advisors
California
$2.21M +$2.09M +106,781 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.12M +$2M +102,439 New
Bank of America
22
Bank of America
North Carolina
$2.05M +$928K +47,436 +92%
RJA
23
Raymond James & Associates
Florida
$1.59M +$879K +44,965 +140%
BWM
24
BCS Wealth Management
Tennessee
$1.27M +$1.2M +61,249 New
GCM
25
G2 Capital Management
Ohio
$1.24M +$1.18M +60,103 New

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.