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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
ACA
1
Aptus Capital Advisors
Alabama
$92.9M +$44.9M +2,195,237 +91%
Morgan Stanley
2
Morgan Stanley
New York
$65.5M +$3.58M +174,986 +6%
Raymond James Financial
3
Raymond James Financial
Florida
$57.3M +$58.3M +2,848,518 New
Wells Fargo
4
Wells Fargo
California
$40.7M +$4.45M +217,230 +12%
MFWM
5
Motley Fool Wealth Management
Virginia
$33.7M +$12.6M +617,445 +58%
EB
6
Eastern Bank
Massachusetts
$28.6M -$276K -13,489 -0.9%
AUB
7
Atlantic Union Bankshares
Virginia
$25.1M +$1.98M +96,586 +8%
LPL Financial
8
LPL Financial
California
$22.9M +$2.71M +132,194 +13%
VBFG
9
Vishria Bird Financial Group
Tennessee
$12.7M -$6.49K -317 -0.1%
SFG
10
Sterling Financial Group
California
$11.8M +$1.08M +52,549 +10%
Invesco
11
Invesco
Georgia
$9.9M +$114K +5,562 +1%
CPC
12
Cookson Peirce & Co
Pennsylvania
$9.69M +$469K +22,942 +5%
GCP
13
Gill Capital Partners
Colorado
$9.66M +$408K +19,954 +4%
Bank of America
14
Bank of America
North Carolina
$9.4M -$683K -33,383 -7%
UBS Group
15
UBS Group
Switzerland
$7.81M -$1.83M -89,408 -19%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.23M +$414K +20,239 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.7M +$2.49M +121,461 +108%
AA
18
Addison Advisors
Vermont
$4.3M +$368K +17,962 +9%
BWM
19
BCS Wealth Management
Tennessee
$4.17M +$259K +12,647 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.01M +$1.76M +85,989 +76%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.8M +$206K +10,087 +6%
CAM
22
Clark Asset Management
New Hampshire
$3.73M +$1.27M +62,199 +50%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.54M +$3.58M +175,048 +16,577%
Citadel Advisors
24
Citadel Advisors
Florida
$3.34M +$1.97M +96,430 +139%
ECM
25
Exchange Capital Management
Michigan
$3.07M -$49.8K -2,433 -2%

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.