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Invesco BulletShares 2029 Corporate Bond ETF

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: 814 (+6)

19% more capital invested

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

11% more funds holding

Funds holding: 231257 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
101
Huntington National Bank
Ohio
$2.06M
OLA
102
Oliver Luxxe Assets
New Jersey
$2.04M -$1.83M -99,208 -47%
TVM
103
True Vision MN
Minnesota
$2.03M -$46.5K -2,525 -2%
ACM
104
AlphaStar Capital Management
North Carolina
$1.98M +$130K +7,056 +7%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$1.9M +$472K +25,633 +33%
MOS
106
MGO One Seven
Ohio
$1.86M +$75.7K +4,113 +4%
EB
107
Eastern Bank
Massachusetts
$1.67M -$3.81M -207,027 -70%
JP Morgan Chase
108
JP Morgan Chase
New York
$1.66M +$554K +30,104 +51%
SAM
109
Sawgrass Asset Management
Florida
$1.57M -$264K -14,330 -14%
GCM
110
G2 Capital Management
Ohio
$1.53M +$16.7K +905 +1%
SFC
111
Strategic Financial Concepts
Texas
$1.46M +$311K +16,894 +27%
AA
112
ArborFi Advisors
Michigan
$1.35M +$33.6K +1,824 +3%
IWC
113
Integrated Wealth Concepts
Massachusetts
$1.27M +$424K +23,017 +50%
BCFS
114
Butensky & Cohen Financial Security
Florida
$1.25M +$67.8K +3,682 +6%
SPC
115
Sigma Planning Corp
Michigan
$1.24M +$278K +15,077 +29%
Creative Planning
116
Creative Planning
Kansas
$1.18M +$700K +38,017 +149%
KBFS
117
Kohmann Bosshard Financial Services
Ohio
$1.18M -$29.7K -1,615 -2%
RWA
118
River Wealth Advisors
Pennsylvania
$1.16M +$120K +6,542 +12%
JWCA
119
J.W. Cole Advisors
Florida
$1.14M +$640K +34,739 +129%
WWA
120
Wingate Wealth Advisors
Massachusetts
$1.14M +$497K +27,013 +79%
SAM
121
Secure Asset Management
Michigan
$1.13M -$1.73M -94,130 -61%
SWM
122
Silverlake Wealth Management
Vermont
$1.13M +$249K +13,545 +29%
FTUS
123
Flow Traders U.S.
New York
$1.13M -$232K -12,610 -17%
AR
124
Apeiron RIA
Texas
$1.12M -$4.29K -233 -0.4%
CFS
125
CRA Financial Services
New Jersey
$1.11M +$131K +7,135 +14%

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.