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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

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.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

323% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 22

20% more funds holding

Funds holding: 137 → 164 (+27)

18% more capital invested

Capital invested by funds: $612M → $723M (+$111M)

1.98% more ownership

Funds ownership: 71.63% → 73.61% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.37%
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
Clearstead Advisors
Ohio
+$46.5M
2
Stifel Financial
Stifel Financial
Missouri
+$15.1M
3
Morgan Stanley
Morgan Stanley
New York
+$14.6M
4
RJA
Raymond James & Associates
Florida
+$13.3M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$25.6M
2
LC
Legacy CG
Texas
-$2.06M
3
Wells Fargo
Wells Fargo
California
-$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
76
Berger Financial Group
Minnesota
$1.04M +$1.04M +57,360 New
AAS
77
Avantax Advisory Services
Texas
$1M +$423K +23,356 +74%
SA
78
Sanctuary Advisors
Indiana
$967K +$977K +53,955 New
Baird Financial Group
79
Baird Financial Group
Wisconsin
$936K +$50.9K +2,810 +6%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$934K +$118K +6,538 +15%
SWM
81
Segment Wealth Management
Texas
$925K – – –
HGA
82
Hobbs Group Advisors
South Carolina
$923K +$921K +50,832 New
SI
83
Stephens Inc
Arkansas
$909K +$134K +7,400 +17%
WFC
84
Western Financial Corp
California
$903K +$32.7K +1,807 +4%
AI
85
Atria Investments
North Carolina
$899K +$897K +49,513 New
IBOK
86
Independence Bank of Kentucky
Kentucky
$880K +$311K +17,154 +55%
JP Morgan Chase
87
JP Morgan Chase
New York
$825K +$330K +18,214 +67%
HSWS
88
Higgins & Schmidt Wealth Strategies
Colorado
$818K +$78.7K +4,346 +11%
4FG
89
4Thought Financial Group
New York
$786K +$2.12K +117 +0.3%
RSC
90
Red Spruce Capital
Pennsylvania
$713K +$10.5K +580 +1%
AC
91
Apella Capital
Connecticut
$663K -$23.8K -1,314 -3%
HNB
92
Huntington National Bank
Ohio
$647K – – –
KBFS
93
Kohmann Bosshard Financial Services
Ohio
$615K +$19.5K +1,075 +3%
PFS
94
Prospera Financial Services
Texas
$581K +$15.3K +843 +3%
Cerity Partners
95
Cerity Partners
New York
$580K +$578K +31,923 New
IWC
96
Integrated Wealth Concepts
Massachusetts
$539K +$254K +14,045 +90%
HighTower Advisors
97
HighTower Advisors
Illinois
$509K +$49.6K +2,739 +11%
FHA
98
First Horizon Advisors
Tennessee
$503K +$27.9K +1,540 +6%
TF
99
TLWM Financial
Texas
$493K – – –
P
100
&Partners
Tennessee
$462K +$460K +25,413 New
2 3
4
5 6

BSCT Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q2 2024, worth a combined $723M — up 18% from $612M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCT positions and 4 closed out — a net gain of 31 holders — while 93 added to existing stakes and 22 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.5M. The largest seller was Jane Street, cutting an estimated $25.6M.

  • 164 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q2 2024, up from 137 in Q1 2024.
  • Funds reported $723M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q2 2024 and 4 closed out, a net change of +31 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.5M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2024.