We are live on ! Find out more
BSCT icon

Invesco BulletShares 2029 Corporate Bond ETF
BSCT

164 hedge funds and large institutions have $723M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

323% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 22

20% more funds holding

Funds holding: 137 → 164 (+27)

18% more capital invested

Capital invested by funds: $612M → $723M (+$111M)

1.98% more ownership

Funds ownership: 71.63% → 73.61% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
35
Increased
93
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$46.5M
2
Stifel Financial
Stifel Financial
Missouri
+$15.1M
3
Morgan Stanley
Morgan Stanley
New York
+$14.6M
4
RJA
Raymond James & Associates
Florida
+$13.3M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$25.6M
2
LC
Legacy CG
Texas
-$2.06M
3
Wells Fargo
Wells Fargo
California
-$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
26
Hills Bank & Trust
Iowa
$6.95M +$6.94M +382,910 New
ACM
27
Advisors Capital Management
New Jersey
$6.57M +$81.1K +4,480 +1%
KAS
28
Kestra Advisory Services
Texas
$6.16M +$4.42M +244,246 +257%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$5.9M +$511K +28,236 +10%
MWM
30
Marietta Wealth Management
Georgia
$5.75M +$27.3K +1,508 +0.5%
AFWM
31
AMJ Financial Wealth Management
Virginia
$5.09M +$5.08M +280,495 New
GB
32
Goepper Burkhardt
South Carolina
$5.06M +$132K +7,300 +3%
Osaic Holdings
33
Osaic Holdings
Arizona
$4.85M +$1.07M +58,959 +28%
CICC
34
Capital Investment Counsel (Colorado)
Colorado
$4.3M +$4.29M +237,008 New
AFA
35
AA Financial Advisors
Ohio
$4.19M +$1.61M +89,023 +63%
Jane Street
36
Jane Street
New York
$4.14M -$25.6M -1,413,530 -86%
CAM
37
Clark Asset Management
New Hampshire
$4.07M +$1.16M +64,077 +40%
MA
38
MONECO Advisors
Connecticut
$3.93M +$1.73M +95,548 +79%
Citadel Advisors
39
Citadel Advisors
Florida
$3.85M +$2.7M +148,845 +236%
ECM
40
Exchange Capital Management
Michigan
$3.45M +$384K +21,193 +13%
SPIA
41
Steward Partners Investment Advisory
New York
$3.24M -$256K -14,134 -7%
HWM
42
Horizons Wealth Management
North Carolina
$3.2M -$630K -34,777 -17%
AA
43
Addison Advisors
Vermont
$3.17M +$259K +14,290 +9%
PAG
44
Private Advisor Group
New Jersey
$3.17M +$739K +40,820 +31%
CTA
45
Colonial Trust Advisors
South Carolina
$3.06M +$2.47M +136,348 +423%
GGI
46
GPM Growth Investors
Michigan
$2.99M +$2.98M +164,780 New
RC
47
Rovin Capital
Arizona
$2.9M -$13.7K -755 -0.5%
EWM
48
Empirical Wealth Management
Washington
$2.83M +$446K +24,625 +19%
SRC
49
Shufro Rose & Co
New York
$2.77M +$1.86M +102,698 +205%
Ameriprise
50
Ameriprise
Minnesota
$2.77M +$607K +33,513 +28%
1
2
3 4 5

BSCT Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q2 2024, worth a combined $723M — up 18% from $612M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCT positions and 4 closed out — a net gain of 31 holders — while 93 added to existing stakes and 22 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.5M. The largest seller was Jane Street, cutting an estimated $25.6M.

  • 164 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q2 2024, up from 137 in Q1 2024.
  • Funds reported $723M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q2 2024 and 4 closed out, a net change of +31 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.5M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2024.