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Invesco BulletShares 2029 Corporate Bond ETF

231 hedge funds and large institutions have $1.27B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 12

400% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 25

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

40% more capital invested

Capital invested by funds: $906M → $1.27B (+$361M)

24% more funds holding

Funds holding: 186231 (+45)

6.71% more ownership

Funds ownership: 72.39%79.1% (+6.7%)

Holders
231
Holders Change
+45
Holders Change %
+24.19%
% of All Funds
3.04%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
62
Increased
125
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$5.12M +$1.48M +79,872 +40%
MCB
52
Morton Community Bank
Illinois
$4.77M +$4.49M +242,913 +1,412%
KCM
53
Kathmere Capital Management
Pennsylvania
$4.76M +$4.8M +259,345 New
WMWM
54
Wilkins Miller Wealth Management
Alabama
$4.62M +$4.66M +251,999 New
BWM
55
BCS Wealth Management
Tennessee
$4.32M +$1.06M +57,338 +32%
CTA
56
Colonial Trust Advisors
South Carolina
$4.25M +$467K +25,240 +12%
PAG
57
Private Advisor Group
New Jersey
$4.1M -$4.75K -257 -0.1%
AA
58
Addison Advisors
Vermont
$4.07M +$349K +18,857 +9%
Ameriprise
59
Ameriprise
Minnesota
$4.05M +$694K +37,529 +20%
CIC
60
Carnegie Investment Counsel
Ohio
$3.93M +$1.35M +72,733 +51%
OLA
61
Oliver Luxxe Assets
New Jersey
$3.89M +$1.94M +104,858 +100%
HWM
62
Howard Wealth Management
Connecticut
$3.77M -$311K -16,795 -8%
LWA
63
Ledgewood Wealth Advisors
New Hampshire
$3.7M +$1.07M +57,628 +40%
HWM
64
Horizons Wealth Management
North Carolina
$3.63M +$398K +21,498 +12%
GIA
65
Gladstone Institutional Advisory
Florida
$3.59M +$3.31M +179,010 +1,076%
RSC
66
Red Spruce Capital
Pennsylvania
$3.55M +$2.65M +143,085 +284%
MC
67
McCarthy & Cox
Ohio
$3.47M +$3.5M +188,937 New
IWC
68
Infinity Wealth Counsel
Ohio
$3.29M +$3.32M +179,540 New
ECM
69
Exchange Capital Management
Michigan
$3.19M -$470K -25,420 -13%
SFA
70
Souders Financial Advisors
Ohio
$3.15M +$260K +14,043 +9%
EWM
71
Empirical Wealth Management
Washington
$3.02M +$78.6K +4,248 +3%
NCM
72
Novare Capital Management
North Carolina
$3M +$181K +9,767 +6%
SIC
73
SFE Investment Counsel
California
$2.9M +$748K +40,429 +34%
SAM
74
Secure Asset Management
Michigan
$2.85M +$455K +24,591 +19%
RC
75
Rovin Capital
Arizona
$2.83M -$73.9K -3,995 -3%

BSCT Hedge Fund Activity: Q4 2024 in Review

231 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q4 2024, worth a combined $1.27B — up 40% from $906M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BSCT positions and 12 closed out — a net gain of 50 holders — while 125 added to existing stakes and 25 trimmed.

The largest buyer was Lido Advisors, adding an estimated $54.3M. The largest seller was Eastern Bank, cutting an estimated $25.6M.

  • 231 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q4 2024, up from 186 in Q3 2024.
  • Funds reported $1.27B of Invesco BulletShares 2029 Corporate Bond ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 62 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q4 2024 and 12 closed out, a net change of +50 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q4 2024 was Lido Advisors, an estimated $54.3M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q4 2024 was Eastern Bank, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2024.