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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

257 hedge funds and large institutions have $1.51B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 151 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 37

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

75% more funds holding in top 10

Funds holding in top 10: 8 → 14 (+6)

19% more capital invested

Capital invested by funds: $1.27B → $1.51B (+$246M)

11% more funds holding

Funds holding: 231 → 257 (+26)

0.69% less ownership

Funds ownership: 79.1% → 78.41% (-0.69%)

Holders
257
Holders Change
+26
Holders Change %
+11.26%
% of All Funds
3.45%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
40
Increased
151
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$39.1M
2
Morgan Stanley
Morgan Stanley
New York
+$20.2M
3
IAS
IMA Advisory Services
Colorado
+$19.6M
4
Wells Fargo
Wells Fargo
California
+$18.5M
5
LPL Financial
LPL Financial
California
+$14M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$15M
2
EB
Eastern Bank
Massachusetts
-$3.81M
3
MC
McCarthy & Cox
Ohio
-$3.47M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.11M
5
LPT
Legacy Private Trust
Wisconsin
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Marietta Wealth Management
Georgia
$6.2M +$167K +9,069 +3%
AFWM
52
AMJ Financial Wealth Management
Virginia
$6.06M +$665K +36,088 +12%
CCP
53
Carmel Capital Partners
California
$5.44M +$5.4M +293,461 New
SA
54
Sanctuary Advisors
Indiana
$5.37M +$205K +11,125 +4%
GWM
55
Geneos Wealth Management
Colorado
$5.35M +$3.1M +168,112 +139%
MCB
56
Morton Community Bank
Illinois
$5.3M +$474K +25,752 +10%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$5.12M -$323K -17,549 -6%
WMWM
58
Wilkins Miller Wealth Management
Alabama
$5.09M +$420K +22,791 +9%
PAG
59
Private Advisor Group
New Jersey
$4.96M +$808K +43,875 +20%
Ameriprise
60
Ameriprise
Minnesota
$4.66M +$567K +30,802 +14%
CTA
61
Colonial Trust Advisors
South Carolina
$4.51M +$217K +11,771 +5%
BWM
62
BCS Wealth Management
Tennessee
$4.46M +$92.4K +5,015 +2%
AA
63
Addison Advisors
Vermont
$4.37M +$256K +13,895 +6%
GIA
64
Gladstone Institutional Advisory
Florida
$4.29M +$662K +35,942 +18%
VA
65
VestGen Advisors
Illinois
$4.16M +$4.13M +224,304 New
CIC
66
Carnegie Investment Counsel
Ohio
$4.12M +$194K +10,517 +5%
HWM
67
Horizons Wealth Management
North Carolina
$3.92M +$250K +13,550 +7%
LWA
68
Ledgewood Wealth Advisors
New Hampshire
$3.92M +$175K +9,509 +5%
SIC
69
SFE Investment Counsel
California
$3.89M +$956K +51,907 +33%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$3.75M +$1.47M +79,604 +65%
HWM
71
Howard Wealth Management
Connecticut
$3.75M -$58.5K -3,175 -2%
PMG
72
ProVise Management Group
Florida
$3.62M +$2.1M +114,075 +140%
SFA
73
Souders Financial Advisors
Ohio
$3.58M +$393K +21,317 +12%
RSC
74
Red Spruce Capital
Pennsylvania
$3.56M -$21.7K -1,180 -0.6%
PMWMG
75
Parr McKnight Wealth Management Group
Minnesota
$3.43M +$3.41M +185,121 New
1 2
3
4 5

BSCT Hedge Fund Activity: Q1 2025 in Review

257 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q1 2025, worth a combined $1.51B — up 19% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BSCT positions and 11 closed out — a net gain of 29 holders — while 151 added to existing stakes and 37 trimmed.

The largest buyer was Lido Advisors, adding an estimated $39.1M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $15M sold.

  • 257 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q1 2025, up from 231 in Q4 2024.
  • Funds reported $1.51B of Invesco BulletShares 2029 Corporate Bond ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 40 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q1 2025 and 11 closed out, a net change of +29 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q1 2025 was Lido Advisors, an estimated $39.1M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2025.