We are live on ! Find out more
BSCT icon

Invesco BulletShares 2029 Corporate Bond ETF
BSCT

257 hedge funds and large institutions have $1.51B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 151 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 37

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

75% more funds holding in top 10

Funds holding in top 10: 8 → 14 (+6)

19% more capital invested

Capital invested by funds: $1.27B → $1.51B (+$246M)

11% more funds holding

Funds holding: 231 → 257 (+26)

0.69% less ownership

Funds ownership: 79.1% → 78.41% (-0.69%)

Holders
257
Holders Change
+26
Holders Change %
+11.26%
% of All Funds
3.45%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
40
Increased
151
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$39.1M
2
Morgan Stanley
Morgan Stanley
New York
+$20.2M
3
IAS
IMA Advisory Services
Colorado
+$19.6M
4
Wells Fargo
Wells Fargo
California
+$18.5M
5
LPL Financial
LPL Financial
California
+$14M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$15M
2
EB
Eastern Bank
Massachusetts
-$3.81M
3
MC
McCarthy & Cox
Ohio
-$3.47M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.11M
5
LPT
Legacy Private Trust
Wisconsin
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
76
Infinity Wealth Counsel
Ohio
$3.37M +$41.4K +2,250 +1%
SEEDPG
77
S.E.E.D. Planning Group
New York
$3.29M +$750K +40,725 +30%
NCM
78
Novare Capital Management
North Carolina
$3.22M +$182K +9,887 +6%
EWM
79
Empirical Wealth Management
Washington
$3.19M +$139K +7,534 +5%
AI
80
Atria Investments
North Carolina
$3.17M +$1.07M +57,830 +51%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$3.16M +$418K +22,723 +15%
GWANC
82
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.99M +$245K +13,310 +9%
KAS
83
Kestra Advisory Services
Texas
$2.82M +$217K +11,757 +8%
FF
84
Farnam Financial
Arizona
$2.68M +$313K +17,022 +13%
LWMM
85
Legacy Wealth Management (Mississippi)
Mississippi
$2.67M -$3.68K -200 -0.1%
EH
86
Equitable Holdings
New York
$2.65M +$91.5K +4,966 +4%
SI
87
Stephens Inc
Arkansas
$2.63M +$155K +8,411 +6%
LC
88
Legacy CG
Texas
$2.58M -$44.6K -2,422 -2%
RC
89
Rovin Capital
Arizona
$2.56M -$296K -16,063 -10%
PFS
90
Prospera Financial Services
Texas
$2.49M +$333K +18,058 +16%
SPWM
91
Straight Path Wealth Management
Michigan
$2.47M +$266K +14,443 +12%
IF
92
Ironwood Financial
Arizona
$2.43M +$9.67K +525 +0.4%
OFG
93
Opulen Financial Group
Virginia
$2.4M +$154K +8,366 +7%
EW
94
Evexia Wealth
Wisconsin
$2.37M +$50.9K +2,762 +2%
CT
95
Colonial Trust
South Carolina
$2.34M +$147K +7,981 +7%
EI
96
Ellevest Inc
New York
$2.24M +$129K +6,998 +6%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$2.23M +$668K +36,258 +43%
AAS
98
Avantax Advisory Services
Texas
$2.13M +$525K +28,526 +33%
MGIA
99
Matthew Goff Investment Advisor
Texas
$2.09M -$25.3K -1,375 -1%
Truist Financial
100
Truist Financial
North Carolina
$2.07M +$10.6K +574 +0.5%
2 3
4
5 6

BSCT Hedge Fund Activity: Q1 2025 in Review

257 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q1 2025, worth a combined $1.51B — up 19% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BSCT positions and 11 closed out — a net gain of 29 holders — while 151 added to existing stakes and 37 trimmed.

The largest buyer was Lido Advisors, adding an estimated $39.1M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $15M sold.

  • 257 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q1 2025, up from 231 in Q4 2024.
  • Funds reported $1.51B of Invesco BulletShares 2029 Corporate Bond ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 40 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q1 2025 and 11 closed out, a net change of +29 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q1 2025 was Lido Advisors, an estimated $39.1M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2025.