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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

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.

New
Increased
Maintained
Reduced
Closed

460% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 20

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more capital invested

Capital invested by funds: $723M → $906M (+$183M)

13% more funds holding

Funds holding: 164 → 186 (+22)

1.22% less ownership

Funds ownership: 73.61% → 72.39% (-1.2%)

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.67%
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

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$19.7M
2
Lido Advisors
Lido Advisors
California
+$11.7M
3
ACA
Aptus Capital Advisors
Alabama
+$11M
4
LPL Financial
LPL Financial
California
+$10.5M
5
CICC
Capital Investment Counsel (Colorado)
Colorado
+$8.37M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$5.99M
2
Jane Street
Jane Street
New York
-$2.69M
3
Wells Fargo
Wells Fargo
California
-$2.28M
4
SPIA
Steward Partners Investment Advisory
New York
-$2.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
126
Oder Investment Management
California
$329K +$326K +17,504 New
MCB
127
Morton Community Bank
Illinois
$324K +$320K +17,200 New
CFS
128
CRA Financial Services
New Jersey
$316K +$79.5K +4,275 +34%
KC
129
Kades & Cheifetz
Pennsylvania
$313K +$75.6K +4,066 +32%
GIA
130
Gladstone Institutional Advisory
Florida
$313K +$70.1K +3,770 +29%
ACP
131
Aveo Capital Partners
Colorado
$309K +$305K +16,413 New
CIBC World Market
132
CIBC World Market
Ontario, Canada
$307K – – –
VIM
133
Vista Investment Management
Pennsylvania
$302K +$299K +16,071 New
CIA
134
Capital Investment Advisors
Georgia
$293K -$7.46K -401 -3%
ACG
135
Allen Capital Group
Nebraska
$289K +$90.8K +4,883 +47%
BFA
136
Brown Financial Advisory
Alabama
$276K +$273K +14,683 New
SM
137
Sensible Money
Arizona
$274K +$271K +14,563 New
MPW
138
Monterey Private Wealth
California
$259K +$256K +13,787 New
LFG
139
Larson Financial Group
Missouri
$257K +$116K +6,237 +84%
MOS
140
MGO One Seven
Ohio
$256K +$253K +13,623 New
FAM
141
Flaharty Asset Management
Florida
$256K – – –
Comerica Bank
142
Comerica Bank
Texas
$255K +$1.04K +56 +0.4%
FIM
143
Freedom Investment Management
Connecticut
$238K +$235K +12,632 New
DA
144
Dover Advisors
Virginia
$236K – – –
KOC
145
Koss-Olinger Consulting
Florida
$235K +$232K +12,485 New
PS
146
Principal Securities
Iowa
$235K +$221K +11,905 +2,085%
DAS
147
Dynamic Advisor Solutions
Arizona
$226K +$2.58K +139 +1%
BEI
148
Benjamin Edwards Inc
Missouri
$209K +$206K +11,087 New
Creative Planning
149
Creative Planning
Kansas
$204K +$202K +10,866 New
MFC
150
Morris Financial Concepts
South Carolina
$199K +$197K +10,605 New
4 5
6
7 8

BSCT Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q3 2024, worth a combined $906M — up 25% from $723M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BSCT positions and 9 closed out — a net gain of 25 holders — while 112 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $19.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $5.99M.

  • 186 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q3 2024, up from 164 in Q2 2024.
  • Funds reported $906M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 34 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q3 2024 and 9 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $19.7M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $5.99M sold.

Based on aggregated 13F filings for Q3 2024.