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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

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.

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.39%
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
1
Clearstead Advisors
Ohio
$46.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$17.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$77.6M
4
RJA
4
Raymond James & Associates
Florida
$27.1M
5
Bank of America
5
Bank of America
North Carolina
$22.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.14M
2
LC
2
Legacy CG
Texas
$2.67M
3
Wells Fargo
3
Wells Fargo
California
$34M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.8M
5
HWM
5
Horizons Wealth Management
North Carolina
$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$216K +$216K +11,876 New
KFI
127
Key Financial Inc
Pennsylvania
$216K +$98.1K +5,400 +83%
GM
128
GeoWealth Management
Illinois
$206K -$3.05K -168 -1%
SFA
129
Source Financial Advisors
New York
$206K -$3.05K -168 -1%
MW
130
Members Wealth
Pennsylvania
$201K +$201K +10,800 New
BFEC
131
Benjamin F. Edwards & Company
Missouri
$199K +$37.8K +2,087 +23%
ASN
132
Advisory Services Network
Georgia
$192K -$11.7K -643 -6%
ACG
133
Allen Capital Group
Nebraska
$190K +$190K +10,487 New
SCA
134
Snowden Capital Advisors
New York
$188K +$188K +10,343 New
KWM
135
Kingsview Wealth Management
Oregon
$182K +$182K +10,004 New
DCM
136
Davis Capital Management
Florida
$142K -$2.21K -122 -2%
LFG
137
Larson Financial Group
Missouri
$134K +$134K +7,404 New
FCAS
138
First Command Advisory Services
Texas
$127K – – –
GWM
139
Geneos Wealth Management
Colorado
$115K – – –
WIM
140
Westside Investment Management
California
$113K +$15K +828 +15%
NA
141
NewEdge Advisors
Louisiana
$103K +$22.7K +1,251 +28%
FWP
142
FAS Wealth Partners
Kansas
$101K +$1.18K +65 +1%
MAM
143
Marquette Asset Management
Minnesota
$77K +$999 +55 +1%
AWA
144
Alaska Wealth Advisors
Alaska
$63.8K +$28K +1,544 +78%
SIC
145
SJS Investment Consulting
Ohio
$63.5K – – –
US Bancorp
146
US Bancorp
Minnesota
$63.5K -$40K -2,203 -39%
AIP
147
Ameritas Investment Partners
Nebraska
$61.5K +$309 +17 +0.5%
AA
148
Ancora Advisors
Ohio
$40.6K +$8.54K +470 +27%
HI
149
Harbour Investments
Wisconsin
$25.4K +$291 +16 +1%
ST
150
Smithfield Trust
Pennsylvania
$21K +$333 +19 +2%
3 4 5
6
7