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Invesco BulletShares 2032 Corporate Bond ETF

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: 34 (+1)

16% more funds holding

Funds holding: 6373 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$76.4M -$51.4M -2,533,370 -40%
Wells Fargo
2
Wells Fargo
California
$31.3M +$3.28M +161,648 +12%
EB
3
Eastern Bank
Massachusetts
$27M +$26.2M +1,294,485 +3,436%
ACA
4
Aptus Capital Advisors
Alabama
$26.8M +$26.8M +1,323,101 New
AUB
5
Atlantic Union Bankshares
Virginia
$16.3M +$2.82M +138,946 +21%
LPL Financial
6
LPL Financial
California
$14.4M +$7.84M +386,440 +119%
MFWM
7
Motley Fool Wealth Management
Virginia
$14M +$719K +35,476 +5%
VBFG
8
Vishria Bird Financial Group
Tennessee
$12.9M +$92.8K +4,575 +0.7%
SFG
9
Sterling Financial Group
California
$10.6M +$10.3M +507,726 +3,723%
UBS Group
10
UBS Group
Switzerland
$10.3M +$4.56M +224,998 +79%
CPC
11
Cookson Peirce & Co
Pennsylvania
$9.35M +$743K +36,662 +9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.29M +$3.31M +163,154 +55%
GCP
13
Gill Capital Partners
Colorado
$8.06M +$410K +20,199 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.56M +$5.64M +278,299 +607%
Invesco
15
Invesco
Georgia
$6M +$1.32M +65,190 +28%
TCWM
16
Total Clarity Wealth Management
Illinois
$5.95M +$692K +34,145 +13%
RJA
17
Raymond James & Associates
Florida
$5.48M +$3.92M +193,455 +251%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.44M -$1.58M -77,761 -22%
Jane Street
19
Jane Street
New York
$4.51M -$4.3M -212,084 -49%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.58M +$1.5M +74,166 +72%
Ameriprise
21
Ameriprise
Minnesota
$3.51M -$5.02M -247,616 -59%
Bank of America
22
Bank of America
North Carolina
$3.4M +$1.4M +69,036 +70%
WI
23
Wintrust Investments
Illinois
$3.4M +$15.1K +744 +0.4%
AA
24
Addison Advisors
Vermont
$3.11M +$353K +17,404 +13%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.11M +$318K +15,675 +11%

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.