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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

137 hedge funds and large institutions have $612M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

554% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

30% more capital invested

Capital invested by funds: $472M → $612M (+$140M)

20% more funds holding

Funds holding: 114 → 137 (+23)

6.51% less ownership

Funds ownership: 78.14% → 71.63% (-6.5%)

Holders
137
Holders Change
+23
Holders Change %
+20.18%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
85
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M
2
Wells Fargo
Wells Fargo
California
+$12.7M
3
RIG
RiverFront Investment Group
Virginia
+$12.3M
4
Jane Street
Jane Street
New York
+$12.1M
5
LPL Financial
LPL Financial
California
+$9.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$37.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.77M
3
OMC
Old Mission Capital
Illinois
-$191K
4
KAS
Kestra Advisory Services
Texas
-$103K
5
SFG
Sterling Financial Group
California
-$86.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
76
Apella Capital
Connecticut
$683K -$6.35K -347 -0.9%
SIC
77
SFE Investment Counsel
California
$619K +$620K +33,848 New
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$600K +$143K +7,795 +31%
CTA
79
Colonial Trust Advisors
South Carolina
$590K +$244K +13,325 +71%
AAS
80
Avantax Advisory Services
Texas
$582K +$162K +8,836 +39%
IBOK
81
Independence Bank of Kentucky
Kentucky
$573K +$208K +11,369 +57%
PFS
82
Prospera Financial Services
Texas
$570K +$571K +31,182 New
HNB
83
Huntington National Bank
Ohio
$569K – – –
HA
84
Hanover Advisors
South Carolina
$549K +$131K +7,172 +31%
JP Morgan Chase
85
JP Morgan Chase
New York
$498K +$498K +27,217 New
TF
86
TLWM Financial
Texas
$497K +$183K +10,000 +58%
FHA
87
First Horizon Advisors
Tennessee
$479K +$111K +6,040 +30%
SFC
88
Strategic Financial Concepts
Texas
$472K +$92.9K +5,076 +24%
HighTower Advisors
89
HighTower Advisors
Illinois
$461K +$32.5K +1,775 +8%
CA
90
Cetera Advisors
Colorado
$387K +$55.2K +3,016 +17%
RFN
91
Redwood Financial Network
Ohio
$367K +$74K +4,044 +25%
CAN
92
Cetera Advisor Networks
California
$341K +$64.3K +3,513 +23%
LWA
93
Ledgewood Wealth Advisors
New Hampshire
$339K +$339K +18,508 New
CIA
94
Capital Investment Advisors
Georgia
$336K -$38.3K -2,090 -10%
HWM
95
HB Wealth Management
Georgia
$329K +$17.5K +954 +6%
SWP
96
Stratos Wealth Partners
Ohio
$310K +$310K +16,955 New
IWC
97
Integrated Wealth Concepts
Massachusetts
$286K +$76.3K +4,168 +36%
SIC
98
Sigma Investment Counselors
Michigan
$260K -$14.3K -780 -5%
CAL
99
Capital Analysts LLC
Pennsylvania
$255K -$4.36K -238 -2%
Comerica Bank
100
Comerica Bank
Texas
$249K +$180K +9,854 +262%
2 3
4
5 6

BSCT Hedge Fund Activity: Q1 2024 in Review

137 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q1 2024, worth a combined $612M — up 30% from $472M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BSCT positions and 4 closed out — a net gain of 24 holders — while 85 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $23.6M. The largest seller was Morgan Stanley, cutting an estimated $37.4M.

  • 137 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q1 2024, up from 114 in Q4 2023.
  • Funds reported $612M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q1 2024, up 30% quarter-over-quarter.
  • 28 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q1 2024 and 4 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $23.6M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2024.