BSCT icon

Invesco BulletShares 2029 Corporate Bond ETF

255 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, 149 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+25
Holders Change %
+10.87%
% of All Funds
3.46%
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
149
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OLA
101
Oliver Luxxe Assets
New Jersey
$2.04M -$1.84M -99,208 -47%
TVM
102
True Vision MN
Minnesota
$2.03M -$46.8K -2,525 -2%
ACM
103
AlphaStar Capital Management
North Carolina
$1.98M +$131K +7,056 +7%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$1.9M +$475K +25,633 +33%
MOS
105
MGO One Seven
Ohio
$1.86M +$76.2K +4,113 +4%
EB
106
Eastern Bank
Massachusetts
$1.67M -$3.84M -207,027 -70%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$1.66M +$558K +30,104 +51%
SAM
108
Sawgrass Asset Management
Florida
$1.57M -$266K -14,330 -14%
GCM
109
G2 Capital Management
Ohio
$1.53M +$16.8K +905 +1%
SFC
110
Strategic Financial Concepts
Texas
$1.46M +$313K +16,894 +27%
AA
111
ArborFi Advisors
Michigan
$1.35M +$33.8K +1,824 +3%
IWC
112
Integrated Wealth Concepts
Massachusetts
$1.27M +$427K +23,017 +50%
BCFS
113
Butensky & Cohen Financial Security
Florida
$1.25M +$68.2K +3,682 +6%
SPC
114
Sigma Planning Corp
Michigan
$1.24M +$279K +15,077 +29%
Creative Planning
115
Creative Planning
Kansas
$1.18M +$704K +38,017 +149%
KBFS
116
Kohmann Bosshard Financial Services
Ohio
$1.18M -$29.9K -1,615 -2%
RWA
117
River Wealth Advisors
Pennsylvania
$1.16M +$121K +6,542 +12%
JWCA
118
J.W. Cole Advisors
Florida
$1.14M +$644K +34,739 +129%
WWA
119
Wingate Wealth Advisors
Massachusetts
$1.14M +$501K +27,013 +79%
SAM
120
Secure Asset Management
Michigan
$1.13M -$1.74M -94,130 -61%
SWM
121
Silverlake Wealth Management
Vermont
$1.13M +$251K +13,545 +29%
FTUS
122
Flow Traders U.S.
New York
$1.13M -$234K -12,610 -17%
AR
123
Apeiron RIA
Texas
$1.12M -$4.32K -233 -0.4%
CFS
124
CRA Financial Services
New Jersey
$1.11M +$132K +7,135 +14%
UIM
125
Unified Investment Management
Georgia
$1.1M +$18.5K +1,000 +2%