We are live on ! Find out more
BSCT icon

Invesco BulletShares 2029 Corporate Bond ETF
BSCT

186 hedge funds and large institutions have $906M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 20

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more capital invested

Capital invested by funds: $723M → $906M (+$183M)

13% more funds holding

Funds holding: 164 → 186 (+22)

1.22% less ownership

Funds ownership: 73.61% → 72.39% (-1.2%)

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
112
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$19.7M
2
Lido Advisors
Lido Advisors
California
+$11.7M
3
ACA
Aptus Capital Advisors
Alabama
+$11M
4
LPL Financial
LPL Financial
California
+$10.5M
5
CICC
Capital Investment Counsel (Colorado)
Colorado
+$8.37M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$5.99M
2
Jane Street
Jane Street
New York
-$2.69M
3
Wells Fargo
Wells Fargo
California
-$2.28M
4
SPIA
Steward Partners Investment Advisory
New York
-$2.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
26
Asset Dedication LLC
California
$8.88M -$303K -16,287 -3%
VBFG
27
Vishria Bird Financial Group
Tennessee
$8.66M – – –
MA
28
MONECO Advisors
Connecticut
$8.64M +$4.51M +242,640 +112%
HIP
29
HUB Investment Partners
Texas
$7.69M +$319K +17,154 +4%
Osaic Holdings
30
Osaic Holdings
Arizona
$7.49M +$2.44M +131,063 +49%
GGI
31
GPM Growth Investors
Michigan
$7.42M +$4.27M +229,713 +139%
Citadel Advisors
32
Citadel Advisors
Florida
$7.2M +$3.17M +170,588 +80%
KAS
33
Kestra Advisory Services
Texas
$6.95M +$563K +30,282 +9%
ACM
34
Advisors Capital Management
New Jersey
$6.92M +$120K +6,477 +2%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$6.8M +$688K +37,005 +11%
CAM
36
Clark Asset Management
New Hampshire
$6.47M +$2.23M +119,773 +53%
GB
37
Goepper Burkhardt
South Carolina
$6.18M +$926K +49,800 +18%
MWM
38
Marietta Wealth Management
Georgia
$6.04M +$81.6K +4,389 +1%
AFWM
39
AMJ Financial Wealth Management
Virginia
$5.4M +$122K +6,539 +2%
AFA
40
AA Financial Advisors
Ohio
$5.32M +$970K +52,152 +23%
RMDI
41
R.M. Davis Inc
Maine
$4.31M +$1.92M +103,447 +82%
PAG
42
Private Advisor Group
New Jersey
$4.21M +$917K +49,289 +28%
HWM
43
Howard Wealth Management
Connecticut
$4.18M +$4.13M +222,128 New
CTA
44
Colonial Trust Advisors
South Carolina
$3.89M +$707K +37,997 +23%
AA
45
Addison Advisors
Vermont
$3.82M +$530K +28,475 +16%
ECM
46
Exchange Capital Management
Michigan
$3.75M +$174K +9,335 +5%
SA
47
Sanctuary Advisors
Indiana
$3.65M +$2.7M +144,948 +269%
Ameriprise
48
Ameriprise
Minnesota
$3.45M +$572K +30,754 +20%
JP Morgan Chase
49
JP Morgan Chase
New York
$3.42M +$2.54M +136,330 +300%
BWM
50
BCS Wealth Management
Tennessee
$3.35M +$1.14M +61,351 +53%
1
2
3 4 5

BSCT Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q3 2024, worth a combined $906M — up 25% from $723M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BSCT positions and 9 closed out — a net gain of 25 holders — while 112 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $19.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $5.99M.

  • 186 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q3 2024, up from 164 in Q2 2024.
  • Funds reported $906M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 34 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q3 2024 and 9 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $19.7M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $5.99M sold.

Based on aggregated 13F filings for Q3 2024.