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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
HA
101
Hanover Advisors
South Carolina
$445K -$99.3K -5,480 -18%
RFN
102
Redwood Financial Network
Ohio
$426K +$62.2K +3,434 +17%
CAL
103
Capital Analysts LLC
Pennsylvania
$412K +$159K +8,770 +63%
SIAS
104
Summit Investment Advisory Services
Minnesota
$400K +$399K +22,046 New
SWP
105
Stratos Wealth Partners
Ohio
$380K +$72K +3,977 +23%
SFC
106
Strategic Financial Concepts
Texas
$374K +$5.83M +321,955 +1,248%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$335K +$103K +5,710 +45%
HWM
108
HB Wealth Management
Georgia
$330K +$2.86K +158 +0.9%
VDI
109
Vaughan David Investments
Illinois
$311K +$310K +17,100 New
WWM
110
Western Wealth Management
Colorado
$309K +$308K +17,000 New
CIBC World Market
111
CIBC World Market
Ontario, Canada
$297K +$99.6K +5,500 +51%
CIA
112
Capital Investment Advisors
Georgia
$290K -$42.9K -2,370 -13%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$283K +$282K +15,566 New
SWA
114
Sax Wealth Advisors
New Jersey
$276K +$276K +15,224 New
SIC
115
Sigma Investment Counselors
Michigan
$258K – – –
FAM
116
Flaharty Asset Management
Florida
$247K – – –
Comerica Bank
117
Comerica Bank
Texas
$245K -$2.06K -114 -0.8%
HT
118
Heritage Trust
Oklahoma
$243K +$242K +13,375 New
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$241K +$104K +5,766 +77%
SPC
120
Sigma Planning Corp
Michigan
$238K +$48K +2,650 +25%
GIA
121
Gladstone Institutional Advisory
Florida
$234K +$49.8K +2,750 +27%
FTUS
122
Flow Traders U.S.
New York
$230K +$230K +12,685 New
KC
123
Kades & Cheifetz
Pennsylvania
$229K +$228K +12,594 New
DA
124
Dover Advisors
Virginia
$228K +$227K +12,554 New
CFS
125
CRA Financial Services
New Jersey
$227K +$227K +12,508 New
3 4
5
6 7

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.