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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

186 hedge funds and large institutions have $906M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 20

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more capital invested

Capital invested by funds: $723M → $906M (+$183M)

13% more funds holding

Funds holding: 164 → 186 (+22)

1.22% less ownership

Funds ownership: 73.61% → 72.39% (-1.2%)

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
112
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$19.7M
2
Lido Advisors
Lido Advisors
California
+$11.7M
3
ACA
Aptus Capital Advisors
Alabama
+$11M
4
LPL Financial
LPL Financial
California
+$10.5M
5
CICC
Capital Investment Counsel (Colorado)
Colorado
+$8.37M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$5.99M
2
Jane Street
Jane Street
New York
-$2.69M
3
Wells Fargo
Wells Fargo
California
-$2.28M
4
SPIA
Steward Partners Investment Advisory
New York
-$2.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
76
Prospera Financial Services
Texas
$1.74M +$1.13M +60,751 +190%
Jane Street
77
Jane Street
New York
$1.57M -$2.69M -144,679 -63%
SAM
78
Sawgrass Asset Management
Florida
$1.54M +$112K +6,026 +8%
GCM
79
G2 Capital Management
Ohio
$1.52M +$17.4K +933 +1%
EI
80
Ellevest Inc
New York
$1.43M +$298K +16,017 +27%
Truist Financial
81
Truist Financial
North Carolina
$1.4M +$101K +5,456 +8%
AAS
82
Avantax Advisory Services
Texas
$1.34M +$304K +16,348 +30%
SPIA
83
Steward Partners Investment Advisory
New York
$1.23M -$2.1M -113,035 -63%
AI
84
Atria Investments
North Carolina
$1.22M +$281K +15,090 +30%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$1.21M +$9.39K +505 +0.8%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$1.2M +$233K +12,527 +24%
BCFS
87
Butensky & Cohen Financial Security
Florida
$1.19M +$8.57K +461 +0.7%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$1.12M +$153K +8,234 +16%
HNB
89
Huntington National Bank
Ohio
$1.1M – – –
Jones Financial Companies
90
Jones Financial Companies
Missouri
$1.09M +$786K +42,253 +271%
BFG
91
Berger Financial Group
Minnesota
$1.08M – – –
HGA
92
Hobbs Group Advisors
South Carolina
$967K +$10.4K +561 +1%
IBOK
93
Independence Bank of Kentucky
Kentucky
$965K +$52.8K +2,838 +6%
RSC
94
Red Spruce Capital
Pennsylvania
$947K +$206K +11,067 +28%
WFC
95
Western Financial Corp
California
$944K +$9.32K +501 +1%
SWM
96
Segment Wealth Management
Texas
$935K -$22.8K -1,225 -2%
HSWS
97
Higgins & Schmidt Wealth Strategies
Colorado
$882K +$34.2K +1,841 +4%
4FG
98
4Thought Financial Group
New York
$820K +$5.23K +281 +0.6%
KBFS
99
Kohmann Bosshard Financial Services
Ohio
$739K +$101K +5,420 +16%
R
100
Rebalance
California
$698K +$690K +37,115 New
2 3
4
5 6

BSCT Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q3 2024, worth a combined $906M — up 25% from $723M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BSCT positions and 9 closed out — a net gain of 25 holders — while 112 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $19.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $5.99M.

  • 186 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q3 2024, up from 164 in Q2 2024.
  • Funds reported $906M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 34 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q3 2024 and 9 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $19.7M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $5.99M sold.

Based on aggregated 13F filings for Q3 2024.