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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
IF
51
Ironwood Financial
Arizona
$1.81M -$39.8K -2,176 -2%
KAS
52
Kestra Advisory Services
Texas
$1.74M -$103K -5,616 -6%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.62M +$209K +11,403 +15%
GCM
54
G2 Capital Management
Ohio
$1.44M +$14.8K +807 +1%
FAG
55
Financial Advisory Group
Texas
$1.39M +$164K +8,945 +13%
SPWM
56
Straight Path Wealth Management
Michigan
$1.38M +$654K +35,725 +90%
SAM
57
Sawgrass Asset Management
Florida
$1.37M +$182K +9,938 +15%
BWM
58
BCS Wealth Management
Tennessee
$1.35M +$654K +35,714 +94%
RMDI
59
R.M. Davis Inc
Maine
$1.28M +$734K +40,082 +135%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$1.26M +$779K +42,557 +161%
MML Investors Services
61
MML Investors Services
Massachusetts
$1.26M +$219K +11,940 +21%
Citadel Advisors
62
Citadel Advisors
Florida
$1.15M +$961K +52,456 +494%
BCFS
63
Butensky & Cohen Financial Security
Florida
$1.1M +$28.5K +1,558 +3%
EI
64
Ellevest Inc
New York
$974K +$161K +8,800 +20%
Truist Financial
65
Truist Financial
North Carolina
$951K +$707K +38,629 +289%
SWM
66
Segment Wealth Management
Texas
$932K +$552K +30,160 +145%
SRC
67
Shufro Rose & Co
New York
$917K +$917K +50,102 New
Baird Financial Group
68
Baird Financial Group
Wisconsin
$892K +$19.9K +1,085 +2%
WFC
69
Western Financial Corp
California
$876K +$66.1K +3,609 +8%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$821K +$50.2K +2,742 +7%
CT
71
Colonial Trust
South Carolina
$808K +$407K +22,250 +102%
4FG
72
4Thought Financial Group
New York
$790K -$7K -382 -0.9%
SI
73
Stephens Inc
Arkansas
$781K +$164K +8,944 +27%
HSWS
74
Higgins & Schmidt Wealth Strategies
Colorado
$745K +$34.2K +1,866 +5%
RSC
75
Red Spruce Capital
Pennsylvania
$708K +$237K +12,938 +50%
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.