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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

164 hedge funds and large institutions have $723M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
35
Increased
93
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$46.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$17.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$77.6M
4
RJA
4
Raymond James & Associates
Florida
$27.1M
5
Bank of America
5
Bank of America
North Carolina
$22.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.14M
2
LC
2
Legacy CG
Texas
$2.67M
3
Wells Fargo
3
Wells Fargo
California
$34M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.8M
5
HWM
5
Horizons Wealth Management
North Carolina
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
76
Berger Financial Group
Minnesota
$1.04M 57,360 +57,360 New
AAS
77
Avantax Advisory Services
Texas
$1M 55,132 +23,356 +74%
SA
78
Sanctuary Advisors
Indiana
$967K 53,955 +53,955 New
Baird Financial Group
79
Baird Financial Group
Wisconsin
$936K 51,539 +2,810 +6%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$934K 51,420 +6,538 +15%
SWM
81
Segment Wealth Management
Texas
$925K 50,930 – –
HGA
82
Hobbs Group Advisors
South Carolina
$923K 50,832 +50,832 New
SI
83
Stephens Inc
Arkansas
$909K 50,081 +7,400 +17%
WFC
84
Western Financial Corp
California
$903K 49,700 +1,807 +4%
AI
85
Atria Investments
North Carolina
$899K 49,513 +49,513 New
IBOK
86
Independence Bank of Kentucky
Kentucky
$880K 48,442 +17,154 +55%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$825K 45,431 +18,214 +67%
HSWS
88
Higgins & Schmidt Wealth Strategies
Colorado
$818K 45,071 +4,346 +11%
4FG
89
4Thought Financial Group
New York
$786K 43,300 +117 +0.3%
RSC
90
Red Spruce Capital
Pennsylvania
$713K 39,281 +580 +1%
AC
91
Apella Capital
Connecticut
$663K 36,247 -1,314 -3%
HNB
92
Huntington National Bank
Ohio
– – – –
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$615K 33,847 +1,075 +3%
PFS
94
Prospera Financial Services
Texas
$581K 32,025 +843 +3%
Cerity Partners
95
Cerity Partners
New York
$580K 31,923 +31,923 New
IWC
96
Integrated Wealth Concepts
Massachusetts
$539K 29,676 +14,045 +90%
HighTower Advisors
97
HighTower Advisors
Illinois
$509K 27,992 +2,739 +11%
FHA
98
First Horizon Advisors
Tennessee
$503K 27,723 +1,540 +6%
TF
99
TLWM Financial
Texas
$493K 27,154 – –
P
100
&Partners
Tennessee
$462K 25,413 +25,413 New
2 3
4
5 6