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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

114 hedge funds and large institutions have $472M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
114
Holders Change
+23
Holders Change %
+25.27%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
64
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
AWM
2
Avior Wealth Management
Nebraska
$18.1M
3
Jane Street
3
Jane Street
New York
$18.1M
4
Wells Fargo
4
Wells Fargo
California
$24M
5
ACA
5
Aptus Capital Advisors
Alabama
$18.9M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$434K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.67M
3
SIC
3
Sigma Investment Counselors
Michigan
$278K
4
AAS
4
Avantax Advisory Services
Texas
$425K
5
LPT
5
Legacy Private Trust
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$884K 47,644 +11,677 +32%
EI
52
Ellevest Inc
New York
$824K 44,431 +13,334 +43%
WFC
53
Western Financial Corp
California
$821K 44,284 +44,284 New
4FG
54
4Thought Financial Group
New York
$808K 43,565 +3,139 +8%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$781K 42,140 +24,222 +135%
OLA
56
Oliver Luxxe Assets
New Jersey
$781K 42,105 -365 -0.9%
SPWM
57
Straight Path Wealth Management
Michigan
$737K 39,742 +13,724 +53%
HSWS
58
Higgins & Schmidt Wealth Strategies
Colorado
$721K 38,859 +38,859 New
BWM
59
BCS Wealth Management
Tennessee
$708K 38,162 +38,162 New
AC
60
Apella Capital
Connecticut
$697K 37,908 +25,883 +215%
EH
61
Equitable Holdings
New York
$644K 34,727 +18,993 +121%
SI
62
Stephens Inc
Arkansas
$626K 33,737 +11,072 +49%
RMDI
63
R.M. Davis Inc
Maine
$552K 29,743 +7,787 +35%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$491K 26,471 +26,471 New
RSC
65
Red Spruce Capital
Pennsylvania
$478K 25,763 -607 -2%
KBFS
66
Kohmann Bosshard Financial Services
Ohio
$463K 24,977 +12,394 +98%
HighTower Advisors
67
HighTower Advisors
Illinois
$434K 23,478 -90,923 -79%
AAS
68
Avantax Advisory Services
Texas
$425K 22,940 -31,998 -58%
HA
69
Hanover Advisors
South Carolina
$423K 22,812 +22,812 New
CT
70
Colonial Trust
South Carolina
$406K 21,900 +21,000 +2,333%
SWM
71
Segment Wealth Management
Texas
$385K 20,770 – –
SFC
72
Strategic Financial Concepts
Texas
$384K 20,729 +3,232 +18%
CIA
73
Capital Investment Advisors
Georgia
$379K 20,449 +1,154 +6%
FHA
74
First Horizon Advisors
Tennessee
$374K 20,143 +1,600 +9%
IBOK
75
Independence Bank of Kentucky
Kentucky
$369K 19,919 -1,219 -6%
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