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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

231 hedge funds and large institutions have $1.27B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 12

400% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 25

300% more funds holding in top 10

Funds holding in top 10: 2 → 8 (+6)

40% more capital invested

Capital invested by funds: $906M → $1.27B (+$361M)

24% more funds holding

Funds holding: 186 → 231 (+45)

6.71% more ownership

Funds ownership: 72.39% → 79.1% (+6.7%)

Holders
231
Holders Change
+45
Holders Change %
+24.19%
% of All Funds
3.04%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
62
Increased
125
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$54.3M
2
BCM
Brookstone Capital Management
Illinois
+$24.9M
3
MCM
MAI Capital Management
Ohio
+$22M
4
HBT
Hills Bank & Trust
Iowa
+$21.9M
5
LPL Financial
LPL Financial
California
+$21.1M

Top Sellers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
-$25.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$7.2M
3
KAS
Kestra Advisory Services
Texas
-$4.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.96M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
76
Legacy Private Trust
Wisconsin
$2.76M – – –
GWANC
77
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.72M +$2.71M +146,594 +9,231%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$2.71M +$312K +16,879 +13%
LWMM
79
Legacy Wealth Management (Mississippi)
Mississippi
$2.64M +$2.67M +144,075 New
LC
80
Legacy CG
Texas
$2.6M -$68.3K -3,690 -3%
KAS
81
Kestra Advisory Services
Texas
$2.57M -$4.24M -229,128 -62%
NA
82
NewEdge Advisors
Louisiana
$2.56M +$2.48M +133,885 +2,355%
EH
83
Equitable Holdings
New York
$2.53M +$537K +29,028 +27%
SEEDPG
84
S.E.E.D. Planning Group
New York
$2.51M +$2.53M +136,621 New
SI
85
Stephens Inc
Arkansas
$2.45M +$710K +38,371 +40%
IF
86
Ironwood Financial
Arizona
$2.4M +$87.6K +4,738 +4%
FF
87
Farnam Financial
Arizona
$2.34M +$275K +14,864 +13%
EW
88
Evexia Wealth
Wisconsin
$2.3M +$2.32M +125,390 New
Jones Financial Companies
89
Jones Financial Companies
Missouri
$2.25M +$1.2M +65,017 +112%
OFG
90
Opulen Financial Group
Virginia
$2.22M +$2.24M +121,124 New
GWM
91
Geneos Wealth Management
Colorado
$2.21M +$56.6K +3,061 +3%
SPWM
92
Straight Path Wealth Management
Michigan
$2.17M +$253K +13,690 +13%
CT
93
Colonial Trust
South Carolina
$2.17M +$288K +15,582 +15%
PFS
94
Prospera Financial Services
Texas
$2.13M +$433K +23,427 +25%
MGIA
95
Matthew Goff Investment Advisor
Texas
$2.1M -$524K -28,346 -20%
EI
96
Ellevest Inc
New York
$2.09M +$701K +37,889 +50%
AI
97
Atria Investments
North Carolina
$2.08M +$902K +48,753 +75%
TVM
98
True Vision MN
Minnesota
$2.06M +$2.08M +112,266 New
Truist Financial
99
Truist Financial
North Carolina
$2.04M +$685K +37,014 +50%
HNB
100
Huntington National Bank
Ohio
$1.87M – – –
2 3
4
5 6

BSCT Hedge Fund Activity: Q4 2024 in Review

231 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q4 2024, worth a combined $1.27B — up 40% from $906M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BSCT positions and 12 closed out — a net gain of 50 holders — while 125 added to existing stakes and 25 trimmed.

The largest buyer was Lido Advisors, adding an estimated $54.3M. The largest seller was Eastern Bank, cutting an estimated $25.6M.

  • 231 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q4 2024, up from 186 in Q3 2024.
  • Funds reported $1.27B of Invesco BulletShares 2029 Corporate Bond ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 62 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q4 2024 and 12 closed out, a net change of +50 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q4 2024 was Lido Advisors, an estimated $54.3M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q4 2024 was Eastern Bank, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2024.