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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

255 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, 149 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+25
Holders Change %
+10.87%
% of All Funds
3.46%
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
149
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$39.3M
2
Morgan Stanley
Morgan Stanley
New York
+$20.3M
3
IAS
IMA Advisory Services
Colorado
+$19.8M
4
Wells Fargo
Wells Fargo
California
+$18.6M
5
LPL Financial
LPL Financial
California
+$14.1M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$15M
2
EB
Eastern Bank
Massachusetts
-$3.84M
3
MC
McCarthy & Cox
Ohio
-$3.47M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.13M
5
LPT
Legacy Private Trust
Wisconsin
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Marietta Wealth Management
Georgia
$6.2M +$168K +9,069 +3%
AFWM
52
AMJ Financial Wealth Management
Virginia
$6.06M +$669K +36,088 +12%
CCP
53
Carmel Capital Partners
California
$5.44M +$5.44M +293,461 New
GWM
54
Geneos Wealth Management
Colorado
$5.35M +$3.12M +168,112 +139%
MCB
55
Morton Community Bank
Illinois
$5.3M +$477K +25,752 +10%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$5.12M -$325K -17,549 -6%
WMWM
57
Wilkins Miller Wealth Management
Alabama
$5.09M +$422K +22,791 +9%
PAG
58
Private Advisor Group
New Jersey
$4.96M +$813K +43,875 +20%
Ameriprise
59
Ameriprise
Minnesota
$4.66M +$571K +30,802 +14%
CTA
60
Colonial Trust Advisors
South Carolina
$4.51M +$218K +11,771 +5%
BWM
61
BCS Wealth Management
Tennessee
$4.46M +$92.9K +5,015 +2%
AA
62
Addison Advisors
Vermont
$4.37M +$257K +13,895 +6%
GIA
63
Gladstone Institutional Advisory
Florida
$4.29M +$666K +35,942 +18%
VA
64
VestGen Advisors
Illinois
$4.16M +$4.16M +224,304 New
CIC
65
Carnegie Investment Counsel
Ohio
$4.12M +$193K +10,517 +5%
HWM
66
Horizons Wealth Management
North Carolina
$3.92M +$251K +13,550 +7%
LWA
67
Ledgewood Wealth Advisors
New Hampshire
$3.92M +$176K +9,509 +5%
SIC
68
SFE Investment Counsel
California
$3.89M +$962K +51,907 +33%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$3.75M +$1.48M +79,604 +65%
HWM
70
Howard Wealth Management
Connecticut
$3.75M -$58.8K -3,175 -2%
PMG
71
ProVise Management Group
Florida
$3.62M +$2.11M +114,075 +140%
SFA
72
Souders Financial Advisors
Ohio
$3.58M +$395K +21,317 +12%
RSC
73
Red Spruce Capital
Pennsylvania
$3.56M -$21.9K -1,180 -0.6%
PMWMG
74
Parr McKnight Wealth Management Group
Minnesota
$3.43M +$3.43M +185,121 New
IWC
75
Infinity Wealth Counsel
Ohio
$3.37M +$41.7K +2,250 +1%
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