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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

186 hedge funds and large institutions have $906M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 20

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more capital invested

Capital invested by funds: $723M → $906M (+$183M)

13% more funds holding

Funds holding: 164 → 186 (+22)

1.22% less ownership

Funds ownership: 73.61% → 72.39% (-1.2%)

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
112
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$19.7M
2
Lido Advisors
Lido Advisors
California
+$11.7M
3
ACA
Aptus Capital Advisors
Alabama
+$11M
4
LPL Financial
LPL Financial
California
+$10.5M
5
CICC
Capital Investment Counsel (Colorado)
Colorado
+$8.37M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$5.99M
2
Jane Street
Jane Street
New York
-$2.69M
3
Wells Fargo
Wells Fargo
California
-$2.28M
4
SPIA
Steward Partners Investment Advisory
New York
-$2.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
51
Horizons Wealth Management
North Carolina
$3.32M +$46.6K +2,506 +1%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$3.18M +$1.23M +66,403 +65%
EWM
53
Empirical Wealth Management
Washington
$3.01M +$78.3K +4,209 +3%
RC
54
Rovin Capital
Arizona
$2.97M -$35.3K -1,898 -1%
SFA
55
Souders Financial Advisors
Ohio
$2.97M +$143K +7,699 +5%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.96M +$2.93M +157,528 New
NCM
57
Novare Capital Management
North Carolina
$2.9M +$174K +9,368 +6%
LPT
58
Legacy Private Trust
Wisconsin
$2.83M +$2.8M +150,574 New
SRC
59
Shufro Rose & Co
New York
$2.77M – – –
LC
60
Legacy CG
Texas
$2.74M -$30.4K -1,633 -1%
LWA
61
Ledgewood Wealth Advisors
New Hampshire
$2.72M +$1.2M +64,564 +81%
MGIA
62
Matthew Goff Investment Advisor
Texas
$2.69M -$119K -6,403 -4%
CIC
63
Carnegie Investment Counsel
Ohio
$2.66M +$208K +11,208 +9%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$2.46M +$840K +45,162 +53%
SAM
65
Secure Asset Management
Michigan
$2.46M +$148K +7,965 +6%
MML Investors Services
66
MML Investors Services
Massachusetts
$2.45M +$738K +39,672 +44%
IF
67
Ironwood Financial
Arizona
$2.37M +$285K +15,312 +14%
GWM
68
Geneos Wealth Management
Colorado
$2.21M +$2.07M +111,194 +1,751%
SIC
69
SFE Investment Counsel
California
$2.21M +$432K +23,240 +25%
FF
70
Farnam Financial
Arizona
$2.12M +$2.09M +112,592 New
EH
71
Equitable Holdings
New York
$2.05M -$182K -9,793 -8%
SPWM
72
Straight Path Wealth Management
Michigan
$1.97M +$210K +11,318 +12%
OLA
73
Oliver Luxxe Assets
New Jersey
$1.97M +$80.3K +4,319 +4%
CT
74
Colonial Trust
South Carolina
$1.93M +$370K +19,891 +24%
SI
75
Stephens Inc
Arkansas
$1.79M +$840K +45,177 +90%
1 2
3
4 5

BSCT Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q3 2024, worth a combined $906M — up 25% from $723M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BSCT positions and 9 closed out — a net gain of 25 holders — while 112 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $19.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $5.99M.

  • 186 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q3 2024, up from 164 in Q2 2024.
  • Funds reported $906M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 34 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q3 2024 and 9 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $19.7M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $5.99M sold.

Based on aggregated 13F filings for Q3 2024.