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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

137 hedge funds and large institutions have $612M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
137
Holders Change
+23
Holders Change %
+20.18%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
85
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.9M
2
Wells Fargo
2
Wells Fargo
California
$36.3M
3
RIG
3
RiverFront Investment Group
Virginia
$12.3M
4
Jane Street
4
Jane Street
New York
$30M
5
LPL Financial
5
LPL Financial
California
$20.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
HNB
3
Huntington National Bank
Ohio
$569K
4
OMC
4
Old Mission Capital
Illinois
$0
5
KAS
5
Kestra Advisory Services
Texas
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
HIP
26
HUB Investment Partners
Texas
$6.29M 343,601 +92,335 +37%
MWM
27
Marietta Wealth Management
Georgia
$5.77M 315,281 +23,425 +8%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$5.43M 296,427 +18,184 +7%
GB
29
Goepper Burkhardt
South Carolina
$4.91M 271,350 +41,400 +18%
LC
30
Legacy CG
Texas
$4.77M 260,766 +260,766 New
HWM
31
Horizons Wealth Management
North Carolina
$3.87M 208,906 – –
Osaic Holdings
32
Osaic Holdings
Arizona
$3.81M 208,021 +64,259 +45%
SPIA
33
Steward Partners Investment Advisory
New York
$3.52M 192,528 +26,075 +16%
ECM
34
Exchange Capital Management
Michigan
$3.09M 168,744 +47,134 +39%
RC
35
Rovin Capital
Arizona
$2.94M 160,726 -665 -0.4%
AA
36
Addison Advisors
Vermont
$2.94M 160,486 +15,441 +11%
CAM
37
Clark Asset Management
New Hampshire
$2.93M 160,063 +60,750 +61%
MGIA
38
Matthew Goff Investment Advisor
Texas
$2.78M 152,009 -875 -0.6%
Stifel Financial
39
Stifel Financial
Missouri
$2.76M 151,024 +64,535 +75%
NCM
40
Novare Capital Management
North Carolina
$2.65M 144,999 +18,542 +15%
SFA
41
Souders Financial Advisors
Ohio
$2.61M 142,707 +142,707 New
AFA
42
AA Financial Advisors
Ohio
$2.59M 141,523 +141,523 New
PAG
43
Private Advisor Group
New Jersey
$2.45M 133,712 +120,015 +876%
EWM
44
Empirical Wealth Management
Washington
$2.4M 131,413 +15,329 +13%
CIC
45
Carnegie Investment Counsel
Ohio
$2.23M 122,025 +45,235 +59%
MA
46
MONECO Advisors
Connecticut
$2.22M 121,130 +73,331 +153%
Ameriprise
47
Ameriprise
Minnesota
$2.18M 119,003 +46,542 +64%
SAM
48
Secure Asset Management
Michigan
$2.17M 118,813 +3,261 +3%
EH
49
Equitable Holdings
New York
$2.08M 113,640 +78,913 +227%
OLA
50
Oliver Luxxe Assets
New Jersey
$1.87M 101,939 +59,834 +142%
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