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Invesco BulletShares 2029 Corporate Bond ETF

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: 28 (+6)

40% more capital invested

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

24% more funds holding

Funds holding: 186231 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
101
AlphaStar Capital Management
North Carolina
$1.83M +$1.85M +99,932 New
SAM
102
Sawgrass Asset Management
Florida
$1.81M +$318K +17,194 +21%
MOS
103
MGO One Seven
Ohio
$1.76M +$1.53M +82,604 +606%
CP
104
Cornerstone Planning
North Carolina
$1.75M +$1.77M +95,613 New
OMC
105
Old Mission Capital
Illinois
$1.68M +$1.7M +91,803 New
AAS
106
Avantax Advisory Services
Texas
$1.59M +$278K +15,044 +21%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$1.54M +$371K +20,047 +31%
GCM
108
G2 Capital Management
Ohio
$1.5M +$17K +918 +1%
PMG
109
ProVise Management Group
Florida
$1.49M +$1.51M +81,391 New
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$1.41M +$739K +39,934 +109%
FTUS
111
Flow Traders U.S.
New York
$1.34M +$1.36M +73,297 New
AA
112
ArborFi Advisors
Michigan
$1.31M +$1.32M +71,238 New
KBFS
113
Kohmann Bosshard Financial Services
Ohio
$1.19M +$479K +25,887 +66%
BCFS
114
Butensky & Cohen Financial Security
Florida
$1.17M +$6.7K +362 +0.6%
SFC
115
Strategic Financial Concepts
Texas
$1.13M +$671K +36,264 +142%
AR
116
Apeiron RIA
Texas
$1.11M +$1.12M +60,431 New
JP Morgan Chase
117
JP Morgan Chase
New York
$1.09M -$2.27M -122,482 -67%
UIM
118
Unified Investment Management
Georgia
$1.07M +$1.08M +58,470 New
RWA
119
River Wealth Advisors
Pennsylvania
$1.03M +$1.04M +56,138 New
WFC
120
Western Financial Corp
California
$1.01M +$94.9K +5,128 +10%
IBOK
121
Independence Bank of Kentucky
Kentucky
$995K +$55.4K +2,994 +6%
CFS
122
CRA Financial Services
New Jersey
$967K +$665K +35,965 +214%
SWM
123
Segment Wealth Management
Texas
$967K +$55.8K +3,015 +6%
HGA
124
Hobbs Group Advisors
South Carolina
$953K +$10.2K +551 +1%
SPC
125
Sigma Planning Corp
Michigan
$951K +$473K +25,559 +97%

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.