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Invesco BulletShares 2029 Corporate Bond ETF

257 hedge funds and large institutions have $1.51B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 151 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 37

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

19% more capital invested

Capital invested by funds: $1.27B → $1.51B (+$246M)

11% more funds holding

Funds holding: 231257 (+26)

0.69% less ownership

Funds ownership: 79.1%78.41% (-0.69%)

Holders
257
Holders Change
+26
Holders Change %
+11.26%
% of All Funds
3.45%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
40
Increased
151
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$14M +$3.88M +210,568 +39%
MFWM
27
Motley Fool Wealth Management
Virginia
$13.1M -$689K -37,412 -5%
GCP
28
Gill Capital Partners
Colorado
$12.6M +$363K +19,735 +3%
MML Investors Services
29
MML Investors Services
Massachusetts
$11.2M +$2.21M +120,003 +25%
SRC
30
Shufro Rose & Co
New York
$10.7M +$192K +10,399 +2%
CAM
31
Clark Asset Management
New Hampshire
$10.6M +$1.49M +80,702 +16%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$10.6M +$2.47M +134,140 +31%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$10.6M +$127K +6,893 +1%
CPC
34
Cookson Peirce & Co
Pennsylvania
$9.86M -$182K -9,909 -2%
GGI
35
GPM Growth Investors
Michigan
$9.55M +$517K +28,056 +6%
RMDI
36
R.M. Davis Inc
Maine
$9.4M +$2.28M +123,898 +32%
ADL
37
Asset Dedication LLC
California
$9.18M +$163K +8,835 +2%
NA
38
NewEdge Advisors
Louisiana
$9.07M +$6.45M +350,048 +251%
CVA
39
Central Valley Advisors
California
$8.83M +$8.37M +454,623 +2,088%
GB
40
Goepper Burkhardt
South Carolina
$8.6M +$691K +37,535 +9%
Jane Street
41
Jane Street
New York
$8.56M +$8.5M +461,685 New
VBFG
42
Vishria Bird Financial Group
Tennessee
$8.37M -$135K -7,305 -2%
AFA
43
AA Financial Advisors
Ohio
$7.91M +$1.5M +81,317 +24%
VDI
44
Vaughan David Investments
Illinois
$7.37M +$842K +45,708 +13%
HIP
45
HUB Investment Partners
Texas
$6.96M +$457K +24,811 +7%
ACM
46
Advisors Capital Management
New Jersey
$6.95M +$150K +8,137 +2%
KCM
47
Kathmere Capital Management
Pennsylvania
$6.72M +$1.9M +103,368 +40%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$6.64M +$810K +43,972 +14%
KV
49
Kickstand Ventures
New York
$6.57M +$1.07M +58,177 +20%
KMC
50
Kirr Marbach & Co
Indiana
$6.28M +$559K +30,372 +10%

BSCT Hedge Fund Activity: Q1 2025 in Review

257 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q1 2025, worth a combined $1.51B — up 19% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BSCT positions and 11 closed out — a net gain of 29 holders — while 151 added to existing stakes and 37 trimmed.

The largest buyer was Lido Advisors, adding an estimated $39.1M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $15M sold.

  • 257 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q1 2025, up from 231 in Q4 2024.
  • Funds reported $1.51B of Invesco BulletShares 2029 Corporate Bond ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 40 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q1 2025 and 11 closed out, a net change of +29 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q1 2025 was Lido Advisors, an estimated $39.1M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2025.