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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

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.

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.69%
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
1
Raymond James & Associates
Florida
$48M
2
Lido Advisors
2
Lido Advisors
California
$14.4M
3
ACA
3
Aptus Capital Advisors
Alabama
$40.7M
4
LPL Financial
4
LPL Financial
California
$34.7M
5
CICC
5
Capital Investment Counsel (Colorado)
Colorado
$12.9M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$479K
2
Jane Street
2
Jane Street
New York
$1.57M
3
Wells Fargo
3
Wells Fargo
California
$32.9M
4
SPIA
4
Steward Partners Investment Advisory
New York
$1.23M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
126
Oder Investment Management
California
$329K +$329K +17,504 New
MCB
127
Morton Community Bank
Illinois
$324K +$324K +17,200 New
CFS
128
CRA Financial Services
New Jersey
$316K +$80.4K +4,275 +34%
KC
129
Kades & Cheifetz
Pennsylvania
$313K +$76.5K +4,066 +32%
GIA
130
Gladstone Institutional Advisory
Florida
$313K +$70.9K +3,770 +29%
ACP
131
Aveo Capital Partners
Colorado
$309K +$309K +16,413 New
CIBC World Market
132
CIBC World Market
Ontario, Canada
$307K – – –
VIM
133
Vista Investment Management
Pennsylvania
$302K +$302K +16,071 New
CIA
134
Capital Investment Advisors
Georgia
$293K -$7.54K -401 -3%
ACG
135
Allen Capital Group
Nebraska
$289K +$91.8K +4,883 +47%
BFA
136
Brown Financial Advisory
Alabama
$276K +$276K +14,683 New
SM
137
Sensible Money
Arizona
$274K +$274K +14,563 New
MPW
138
Monterey Private Wealth
California
$259K +$259K +13,787 New
LFG
139
Larson Financial Group
Missouri
$257K +$117K +6,237 +84%
MOS
140
MGO One Seven
Ohio
$256K +$256K +13,623 New
FAM
141
Flaharty Asset Management
Florida
$256K – – –
Comerica Bank
142
Comerica Bank
Texas
$255K +$1.05K +56 +0.4%
FIM
143
Freedom Investment Management
Connecticut
$238K +$238K +12,632 New
DA
144
Dover Advisors
Virginia
$236K – – –
KOC
145
Koss-Olinger Consulting
Florida
$235K +$235K +12,485 New
PS
146
Principal Securities
Iowa
$235K +$224K +11,905 +2,085%
DAS
147
Dynamic Advisor Solutions
Arizona
$226K +$2.62K +139 +1%
BEI
148
Benjamin Edwards Inc
Missouri
$209K +$209K +11,087 New
Creative Planning
149
Creative Planning
Kansas
$204K +$204K +10,866 New
MFC
150
Morris Financial Concepts
South Carolina
$199K +$199K +10,605 New
4 5
6
7 8