We are live on ! Find out more
BSCT icon

Invesco BulletShares 2029 Corporate Bond ETF
BSCT

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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

554% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

30% more capital invested

Capital invested by funds: $472M → $612M (+$140M)

20% more funds holding

Funds holding: 114 → 137 (+23)

6.51% less ownership

Funds ownership: 78.14% → 71.63% (-6.5%)

Holders
137
Holders Change
+23
Holders Change %
+20.18%
% of All Funds
1.97%
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
Envestnet Asset Management
Illinois
+$23.6M
2
Wells Fargo
Wells Fargo
California
+$12.7M
3
RIG
RiverFront Investment Group
Virginia
+$12.3M
4
Jane Street
Jane Street
New York
+$12.1M
5
LPL Financial
LPL Financial
California
+$9.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$37.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.77M
3
OMC
Old Mission Capital
Illinois
-$191K
4
KAS
Kestra Advisory Services
Texas
-$103K
5
SFG
Sterling Financial Group
California
-$86.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
26
HUB Investment Partners
Texas
$6.29M +$1.69M +92,335 +37%
MWM
27
Marietta Wealth Management
Georgia
$5.77M +$429K +23,425 +8%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$5.42M +$333K +18,184 +7%
GB
29
Goepper Burkhardt
South Carolina
$4.91M +$758K +41,400 +18%
LC
30
Legacy CG
Texas
$4.77M +$4.77M +260,766 New
HWM
31
Horizons Wealth Management
North Carolina
$3.87M – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$3.81M +$1.18M +64,259 +45%
SPIA
33
Steward Partners Investment Advisory
New York
$3.52M +$477K +26,075 +16%
ECM
34
Exchange Capital Management
Michigan
$3.09M +$863K +47,134 +39%
RC
35
Rovin Capital
Arizona
$2.94M -$12.2K -665 -0.4%
AA
36
Addison Advisors
Vermont
$2.94M +$283K +15,441 +11%
CAM
37
Clark Asset Management
New Hampshire
$2.93M +$1.11M +60,750 +61%
MGIA
38
Matthew Goff Investment Advisor
Texas
$2.78M -$16K -875 -0.6%
Stifel Financial
39
Stifel Financial
Missouri
$2.76M +$1.18M +64,535 +75%
NCM
40
Novare Capital Management
North Carolina
$2.65M +$340K +18,542 +15%
SFA
41
Souders Financial Advisors
Ohio
$2.61M +$2.61M +142,707 New
AFA
42
AA Financial Advisors
Ohio
$2.59M +$2.59M +141,523 New
PAG
43
Private Advisor Group
New Jersey
$2.45M +$2.2M +120,015 +876%
EWM
44
Empirical Wealth Management
Washington
$2.4M +$281K +15,329 +13%
CIC
45
Carnegie Investment Counsel
Ohio
$2.23M +$828K +45,235 +59%
MA
46
MONECO Advisors
Connecticut
$2.22M +$1.34M +73,331 +153%
Ameriprise
47
Ameriprise
Minnesota
$2.18M +$852K +46,542 +64%
SAM
48
Secure Asset Management
Michigan
$2.17M +$59.7K +3,261 +3%
EH
49
Equitable Holdings
New York
$2.08M +$1.44M +78,913 +227%
OLA
50
Oliver Luxxe Assets
New Jersey
$1.87M +$1.1M +59,834 +142%
1
2
3 4 5

BSCT Hedge Fund Activity: Q1 2024 in Review

137 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q1 2024, worth a combined $612M — up 30% from $472M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BSCT positions and 4 closed out — a net gain of 24 holders — while 85 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $23.6M. The largest seller was Morgan Stanley, cutting an estimated $37.4M.

  • 137 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q1 2024, up from 114 in Q4 2023.
  • Funds reported $612M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q1 2024, up 30% quarter-over-quarter.
  • 28 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q1 2024 and 4 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $23.6M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2024.