Anchor's ETF Portfolio Surge
Anchor Investment Management Expands ETF Stakes Across Multiple Funds, Dramatically Increasing One Corporate Bond Holding
Key Points
Beyond Anchor's 8.3% increase in GEM to 131,190 shares (~$5.67M), other institutions expanded their GEM positions in Q1, notably Kestra Advisory Services LLC up 166.3% to 9,255 shares (~$400K) and Ascentis Independent Advisors up 123.6% to 26,156 shares (~$1.13M).
In SCHX, Anchor's position grew 1.8% to 1,193,362 shares (~$30.6M). Outside investors added as well, including Diversify Wealth Management LLC opening a new SCHX stake valued at about $4.37M, and Fifth Third Bancorp increasing by about 19,884 shares; Citizens Financial Group Inc. RI also rose by 8.9% to 34,074 shares.
Anchor's BSCS position rose 6.1% to 1,153,205 shares (about $23.55M) and represents roughly 0.68% of the BSCS ETF, with the stock trading around $20.36 in late session activity (down $0.02).
GSIE details show Anchor increased 10.0% to 134,498 shares (~$5.80M). The ETF has a 12-month low of $38.69 and a high of $46.90, with a 50-day moving average of $45.70 and a 200-day moving average of $44.86; several new buyers also entered GSIE positions, including IFC & Insurance Marketing Inc., Glenmede Investment Management LP, Miller Global Investments LLC, Wealth Watch Advisors INC, and Family CFO Inc.
BSCT saw Anchor's stake jump 3,204.2% to 1,139,118 shares (~$21.26M). The article also notes Topsail Wealth Management LLC increased its BSCT stake by 60% to 2,400 shares, and PNC Financial Services Group Inc. opened a new BSCT position in Q4 worth about $32,000.
Anchor Investment Management LLC made a dramatic move in the first quarter, expanding its position in the Invesco BulletShares 2029 Corporate Bond ETF (BSCT) by a staggering 3,204.2%, bringing its stake to 1,139,118 shares worth roughly $21.26 million, according to Ticker Report. The firm also grew holdings across four other ETFs, signaling a broad push to increase exposure to both equity and fixed-income funds.
The buying spree touched a range of funds. Anchor lifted its Schwab US Large-Cap ETF (SCHX) stake 1.8% to 1,193,362 shares — its fourth-largest holding at about $30.6 million. Its Goldman Sachs ActiveBeta International Equity ETF (GSIE) position grew 10.0% to 134,498 shares worth $5.80 million, per Ticker Report.
BSCT Stake Jumps Over 3,000% in One Quarter
Anchor's BSCT position is the headline number of the quarter. The firm went from a tiny foothold to 1,139,118 shares in just three months, per Ticker Report. That 3,204.2% jump puts the stake's value at about $21.26 million. Anchor was not alone in spotting BSCT's appeal. Topsail Wealth Management LLC raised its BSCT stake by 60% to 2,400 shares. PNC Financial Services Group also opened a new BSCT position in Q4, worth about $32,000.
BSCT is a "BulletShares" ETF. That means it holds corporate bonds that all mature in 2029, giving investors a fixed end date — like owning a bond directly. Anchor's big buy suggests the firm sees value in locking in today's corporate bond yields through 2029.
SCHX and BSCS Round Out Anchor's Largest Holdings
Anchor's SCHX stake grew 1.8% to 1,193,362 shares, valued at about $30.6 million, making it the firm's fourth-largest holding, according to Ticker Report. Other managers piled in too. Diversify Wealth Management LLC opened a brand-new SCHX position worth about $4.37 million. Fifth Third Bancorp added roughly 19,884 shares. Citizens Financial Group Inc. raised its stake 8.9% to 34,074 shares.
On the bond side, Anchor raised its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position 6.1% to 1,153,205 shares worth about $23.55 million. That stake equals roughly 0.68% of the entire BSCS ETF. The fund's shares traded near $20.36 in late session, down just $0.02 on the day, per Ticker Report.
Emerging Markets ETFs Draw Anchor and Peers Alike
Anchor boosted its Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) stake 8.3% to 131,190 shares worth about $5.67 million, reports Ticker Report. Other firms moved even harder into GEM. Kestra Advisory Services LLC surged 166.3% to 9,255 shares worth about $400,000. Ascentis Independent Advisors jumped 123.6% to 26,156 shares worth about $1.13 million.
The Goldman Sachs ActiveBeta International Equity ETF (GSIE) also drew fresh buyers. Anchor's 10.0% increase brought it to 134,498 shares worth $5.80 million. Several new investors entered GSIE for the first time, including IFC & Insurance Marketing Inc., Glenmede Investment Management LP, Miller Global Investments LLC, Wealth Watch Advisors INC, and Family CFO Inc., per Ticker Report. GSIE's 12-month range runs from $38.69 to $46.90, with a 50-day moving average of $45.70.
Broader Trend: Institutions Rotate Into ETF Positions
Anchor's moves fit a wider pattern of institutional managers adding ETF exposure in Q1. Fixed-income ETFs like BSCS and BSCT give firms a way to hold corporate bonds with a set maturity date. Equity ETFs like SCHX, GEM, and GSIE offer broad market exposure at low cost. Both types saw buying from multiple firms this quarter, per Ticker Report.
SFE Investment Counsel offers another example of this trend. The firm raised its stake in the Invesco BulletShares 2031 Corporate Bond ETF (BSCV) by 39.7% in Q1, bringing its total to 127,603 shares, according to Ticker Report. Taken together, the data points to growing institutional appetite for defined-maturity bond ETFs across the 2028–2031 range.
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