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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

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.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

323% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 22

20% more funds holding

Funds holding: 137 → 164 (+27)

18% more capital invested

Capital invested by funds: $612M → $723M (+$111M)

1.98% more ownership

Funds ownership: 71.63% → 73.61% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.37%
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
Clearstead Advisors
Ohio
+$46.5M
2
Stifel Financial
Stifel Financial
Missouri
+$15.1M
3
Morgan Stanley
Morgan Stanley
New York
+$14.6M
4
RJA
Raymond James & Associates
Florida
+$13.3M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$25.6M
2
LC
Legacy CG
Texas
-$2.06M
3
Wells Fargo
Wells Fargo
California
-$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
51
Souders Financial Advisors
Ohio
$2.73M +$133K +7,355 +5%
MGIA
52
Matthew Goff Investment Advisor
Texas
$2.71M -$51.4K -2,835 -2%
LC
53
Legacy CG
Texas
$2.67M -$2.06M -113,727 -44%
NCM
54
Novare Capital Management
North Carolina
$2.63M -$7.46K -412 -0.3%
Lido Advisors
55
Lido Advisors
California
$2.49M +$2.48M +136,968 New
CIC
56
Carnegie Investment Counsel
Ohio
$2.36M +$147K +8,100 +7%
RMDI
57
R.M. Davis Inc
Maine
$2.28M +$1.01M +55,852 +80%
SAM
58
Secure Asset Management
Michigan
$2.23M +$71.7K +3,956 +3%
EH
59
Equitable Holdings
New York
$2.16M +$95.7K +5,284 +5%
BWM
60
BCS Wealth Management
Tennessee
$2.12M +$778K +42,934 +58%
IF
61
Ironwood Financial
Arizona
$2.01M +$214K +11,839 +12%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.86M +$249K +13,768 +16%
OLA
63
Oliver Luxxe Assets
New Jersey
$1.82M -$29.7K -1,641 -2%
SIC
64
SFE Investment Counsel
California
$1.71M +$1.09M +60,394 +178%
SPWM
65
Straight Path Wealth Management
Michigan
$1.7M +$328K +18,112 +24%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.64M +$393K +21,697 +32%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.55M +$1.55M +85,621 New
CT
68
Colonial Trust
South Carolina
$1.51M +$703K +38,825 +88%
LWA
69
Ledgewood Wealth Advisors
New Hampshire
$1.45M +$1.11M +61,293 +331%
GCM
70
G2 Capital Management
Ohio
$1.45M +$16.9K +934 +1%
SAM
71
Sawgrass Asset Management
Florida
$1.37M +$15.6K +860 +1%
Truist Financial
72
Truist Financial
North Carolina
$1.25M +$306K +16,900 +33%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$1.16M -$94.9K -5,241 -8%
BCFS
74
Butensky & Cohen Financial Security
Florida
$1.14M +$52.8K +2,916 +5%
EI
75
Ellevest Inc
New York
$1.09M +$119K +6,553 +12%
1 2
3
4 5

BSCT Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q2 2024, worth a combined $723M — up 18% from $612M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCT positions and 4 closed out — a net gain of 31 holders — while 93 added to existing stakes and 22 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.5M. The largest seller was Jane Street, cutting an estimated $25.6M.

  • 164 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q2 2024, up from 137 in Q1 2024.
  • Funds reported $723M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q2 2024 and 4 closed out, a net change of +31 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.5M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2024.