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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
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$690K +$339K +18,213 +99%
IWC
102
Integrated Wealth Concepts
Massachusetts
$652K +$93.1K +5,006 +17%
AC
103
Apella Capital
Connecticut
$628K -$54.1K -2,907 -8%
HighTower Advisors
104
HighTower Advisors
Illinois
$605K +$75.5K +4,060 +15%
CAL
105
Capital Analysts LLC
Pennsylvania
$585K +$156K +8,377 +37%
HWM
106
HB Wealth Management
Georgia
$564K +$220K +11,827 +65%
SWM
107
Silverlake Wealth Management
Vermont
$564K +$557K +29,959 New
VDI
108
Vaughan David Investments
Illinois
$553K +$229K +12,300 +72%
QP
109
Quartz Partners
New York
$535K +$529K +28,427 New
RFN
110
Redwood Financial Network
Ohio
$527K +$84.2K +4,527 +19%
TF
111
TLWM Financial
Texas
$511K – – –
HA
112
Hanover Advisors
South Carolina
$508K +$46.6K +2,504 +10%
SWP
113
Stratos Wealth Partners
Ohio
$508K +$113K +6,051 +29%
KFI
114
Key Financial Inc
Pennsylvania
$502K +$276K +14,845 +125%
SPC
115
Sigma Planning Corp
Michigan
$495K +$245K +13,200 +101%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$489K +$236K +12,696 +96%
P
117
&Partners
Tennessee
$483K +$5.39K +290 +1%
MFP
118
Meridian Financial Partners
Virginia
$479K +$474K +25,488 New
SFC
119
Strategic Financial Concepts
Texas
$479K -$5.99M -322,298 -93%
AFG
120
Argent Financial Group
Louisiana
$466K +$461K +24,795 New
FHA
121
First Horizon Advisors
Tennessee
$451K -$69.6K -3,740 -13%
SWA
122
Sax Wealth Advisors
New Jersey
$396K +$108K +5,823 +38%
SIC
123
Sigma Investment Counselors
Michigan
$367K +$97.8K +5,259 +37%
WA
124
Waverly Advisors
Alabama
$365K +$361K +19,388 New
WWM
125
Western Wealth Management
Colorado
$339K +$18.6K +1,000 +6%
3 4
5
6 7

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.