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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

137 hedge funds and large institutions have $612M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

554% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

30% more capital invested

Capital invested by funds: $472M → $612M (+$140M)

20% more funds holding

Funds holding: 114 → 137 (+23)

6.51% less ownership

Funds ownership: 78.14% → 71.63% (-6.5%)

Holders
137
Holders Change
+23
Holders Change %
+20.18%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
85
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.6M
2
Wells Fargo
Wells Fargo
California
+$12.7M
3
RIG
RiverFront Investment Group
Virginia
+$12.3M
4
Jane Street
Jane Street
New York
+$12.1M
5
LPL Financial
LPL Financial
California
+$9.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$37.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.77M
3
OMC
Old Mission Capital
Illinois
-$191K
4
KAS
Kestra Advisory Services
Texas
-$103K
5
SFG
Sterling Financial Group
California
-$86.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
101
Flaharty Asset Management
Florida
$249K – – –
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$233K +$40.4K +2,209 +21%
GM
103
GeoWealth Management
Illinois
$211K +$211K +11,510 New
SFA
104
Source Financial Advisors
New York
$211K +$211K +11,510 New
SFG
105
Sterling Financial Group
California
$208K -$86.4K -4,719 -29%
ASN
106
Advisory Services Network
Georgia
$205K +$199K +10,895 +3,282%
DWG
107
Darden Wealth Group
Michigan
$201K – – –
CIBC World Market
108
CIBC World Market
Ontario, Canada
$198K +$198K +10,835 New
SPC
109
Sigma Planning Corp
Michigan
$191K +$191K +10,453 New
GIA
110
Gladstone Institutional Advisory
Florida
$185K +$185K +10,109 New
BFEC
111
Benjamin F. Edwards & Company
Missouri
$163K +$3.52K +192 +2%
DCM
112
Davis Capital Management
Florida
$145K +$12.3K +670 +9%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$137K +$82.9K +4,525 +151%
FCAS
114
First Command Advisory Services
Texas
$128K +$2.8K +153 +2%
KFI
115
Key Financial Inc
Pennsylvania
$118K – – –
GWM
116
Geneos Wealth Management
Colorado
$116K – – –
US Bancorp
117
US Bancorp
Minnesota
$104K +$43K +2,346 +70%
FWP
118
FAS Wealth Partners
Kansas
$101K +$101K +5,499 New
WIM
119
Westside Investment Management
California
$97.9K +$98.5K +5,380 New
NA
120
NewEdge Advisors
Louisiana
$80.8K -$897 -49 -1%
MAM
121
Marquette Asset Management
Minnesota
$76.6K +$293 +16 +0.4%
S
122
SignatureFD
Georgia
$73.2K +$73.2K +4,000 New
SIC
123
SJS Investment Consulting
Ohio
$64K – – –
AIP
124
Ameritas Investment Partners
Nebraska
$61.7K -$21.4K -1,171 -26%
AWA
125
Alaska Wealth Advisors
Alaska
$36.1K +$36.1K +1,971 New
2 3 4
5
6

BSCT Hedge Fund Activity: Q1 2024 in Review

137 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q1 2024, worth a combined $612M — up 30% from $472M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BSCT positions and 4 closed out — a net gain of 24 holders — while 85 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $23.6M. The largest seller was Morgan Stanley, cutting an estimated $37.4M.

  • 137 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q1 2024, up from 114 in Q4 2023.
  • Funds reported $612M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q1 2024, up 30% quarter-over-quarter.
  • 28 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q1 2024 and 4 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $23.6M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2024.