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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

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.

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.39%
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

1
CA
1
Clearstead Advisors
Ohio
$46.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$17.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$77.6M
4
RJA
4
Raymond James & Associates
Florida
$27.1M
5
Bank of America
5
Bank of America
North Carolina
$22.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.14M
2
LC
2
Legacy CG
Texas
$2.67M
3
Wells Fargo
3
Wells Fargo
California
$34M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.8M
5
HWM
5
Horizons Wealth Management
North Carolina
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
51
Souders Financial Advisors
Ohio
$2.73M 150,062 +7,355 +5%
MGIA
52
Matthew Goff Investment Advisor
Texas
$2.71M 149,174 -2,835 -2%
LC
53
Legacy CG
Texas
$2.67M 147,039 -113,727 -44%
NCM
54
Novare Capital Management
North Carolina
$2.63M 144,587 -412 -0.3%
Lido Advisors
55
Lido Advisors
California
$2.49M 136,968 +136,968 New
CIC
56
Carnegie Investment Counsel
Ohio
$2.36M 130,125 +8,100 +7%
RMDI
57
R.M. Davis Inc
Maine
$2.28M 125,677 +55,852 +80%
SAM
58
Secure Asset Management
Michigan
$2.23M 122,769 +3,956 +3%
EH
59
Equitable Holdings
New York
$2.16M 118,924 +5,284 +5%
BWM
60
BCS Wealth Management
Tennessee
$2.12M 116,810 +42,934 +58%
IF
61
Ironwood Financial
Arizona
$2.01M 110,779 +11,839 +12%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.86M 102,492 +13,768 +16%
OLA
63
Oliver Luxxe Assets
New Jersey
$1.82M 100,298 -1,641 -2%
SIC
64
SFE Investment Counsel
California
$1.71M 94,242 +60,394 +178%
SPWM
65
Straight Path Wealth Management
Michigan
$1.7M 93,579 +18,112 +24%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.64M 90,454 +21,697 +32%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.55M 85,621 +85,621 New
CT
68
Colonial Trust
South Carolina
$1.51M 82,975 +38,825 +88%
LWA
69
Ledgewood Wealth Advisors
New Hampshire
$1.45M 79,801 +61,293 +331%
GCM
70
G2 Capital Management
Ohio
$1.45M 79,760 +934 +1%
SAM
71
Sawgrass Asset Management
Florida
$1.37M 75,690 +860 +1%
Truist Financial
72
Truist Financial
North Carolina
$1.25M 68,877 +16,900 +33%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$1.16M 63,787 -5,241 -8%
BCFS
74
Butensky & Cohen Financial Security
Florida
$1.14M 62,954 +2,916 +5%
EI
75
Ellevest Inc
New York
$1.09M 59,784 +6,553 +12%
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