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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

230 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 61 funds opening new positions, 125 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+44
Holders Change %
+23.66%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
61
Increased
125
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$67.9M
2
BCM
2
Brookstone Capital Management
Illinois
$24.6M
3
MCM
3
MAI Capital Management
Ohio
$21.8M
4
HBT
4
Hills Bank & Trust
Iowa
$36.9M
5
LPL Financial
5
LPL Financial
California
$54.8M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$5.45M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$2.57M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
51
Sanctuary Advisors
Indiana
$5.12M +$1.47M +79,872 +40%
MCB
52
Morton Community Bank
Illinois
$4.77M +$4.46M +242,913 +1,412%
KCM
53
Kathmere Capital Management
Pennsylvania
$4.76M +$4.76M +259,345 New
WMWM
54
Wilkins Miller Wealth Management
Alabama
$4.62M +$4.62M +251,999 New
BWM
55
BCS Wealth Management
Tennessee
$4.32M +$1.05M +57,338 +32%
CTA
56
Colonial Trust Advisors
South Carolina
$4.25M +$463K +25,240 +12%
PAG
57
Private Advisor Group
New Jersey
$4.1M -$4.71K -257 -0.1%
AA
58
Addison Advisors
Vermont
$4.07M +$346K +18,857 +9%
Ameriprise
59
Ameriprise
Minnesota
$4.05M +$688K +37,529 +20%
CIC
60
Carnegie Investment Counsel
Ohio
$3.93M +$1.33M +72,733 +51%
OLA
61
Oliver Luxxe Assets
New Jersey
$3.89M +$1.95M +104,858 +100%
HWM
62
Howard Wealth Management
Connecticut
$3.77M -$308K -16,795 -8%
LWA
63
Ledgewood Wealth Advisors
New Hampshire
$3.7M +$1.06M +57,628 +40%
HWM
64
Horizons Wealth Management
North Carolina
$3.63M +$394K +21,498 +12%
GIA
65
Gladstone Institutional Advisory
Florida
$3.59M +$3.28M +179,010 +1,076%
RSC
66
Red Spruce Capital
Pennsylvania
$3.55M +$2.62M +143,085 +284%
MC
67
McCarthy & Cox
Ohio
$3.47M +$3.47M +188,937 New
IWC
68
Infinity Wealth Counsel
Ohio
$3.29M +$3.29M +179,540 New
ECM
69
Exchange Capital Management
Michigan
$3.19M -$466K -25,420 -13%
SFA
70
Souders Financial Advisors
Ohio
$3.15M +$258K +14,043 +9%
EWM
71
Empirical Wealth Management
Washington
$3.02M +$77.9K +4,248 +3%
NCM
72
Novare Capital Management
North Carolina
$3M +$179K +9,767 +6%
SIC
73
SFE Investment Counsel
California
$2.9M +$741K +40,429 +34%
SAM
74
Secure Asset Management
Michigan
$2.85M +$451K +24,591 +19%
RC
75
Rovin Capital
Arizona
$2.83M -$73.3K -3,995 -3%
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3
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