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Invesco BulletShares 2029 Corporate Bond ETF

231 hedge funds and large institutions have $1.27B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 12

400% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 25

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

40% more capital invested

Capital invested by funds: $906M → $1.27B (+$361M)

24% more funds holding

Funds holding: 186231 (+45)

6.71% more ownership

Funds ownership: 72.39%79.1% (+6.7%)

Holders
231
Holders Change
+45
Holders Change %
+24.19%
% of All Funds
3.04%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
62
Increased
125
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBW
126
Blue Barn Wealth
Utah
$930K +$751K +40,599 +402%
SWM
127
Silverlake Wealth Management
Vermont
$867K +$320K +17,309 +58%
Comerica Bank
128
Comerica Bank
Texas
$860K +$616K +33,327 +246%
AC
129
Apella Capital
Connecticut
$843K +$233K +12,619 +38%
IWC
130
Integrated Wealth Concepts
Massachusetts
$836K +$202K +10,901 +31%
EWA
131
EP Wealth Advisors
California
$825K +$833K +45,007 New
KFI
132
Key Financial Inc
Pennsylvania
$820K +$333K +18,010 +67%
HighTower Advisors
133
HighTower Advisors
Illinois
$765K +$179K +9,676 +30%
CAL
134
Capital Analysts LLC
Pennsylvania
$753K +$185K +10,004 +32%
FIM
135
Freedom Investment Management
Connecticut
$728K +$501K +27,076 +214%
4FG
136
4Thought Financial Group
New York
$726K -$73.4K -3,969 -9%
HT
137
Heritage Trust
Oklahoma
$693K +$699K +37,789 New
WWA
138
Wingate Wealth Advisors
Massachusetts
$630K +$635K +34,325 New
HA
139
Hanover Advisors
South Carolina
$604K +$109K +5,908 +22%
HWM
140
HB Wealth Management
Georgia
$603K +$53.3K +2,880 +10%
KWM
141
Kingsview Wealth Management
Oregon
$598K +$418K +22,606 +226%
AF
142
Allworth Financial
California
$598K +$605K +32,712 New
QP
143
Quartz Partners
New York
$587K +$66.4K +3,590 +13%
P
144
&Partners
Tennessee
$562K +$92.2K +4,984 +19%
RFN
145
Redwood Financial Network
Ohio
$556K +$43.3K +2,343 +8%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$546K +$70.1K +3,792 +15%
FIA
147
Foundations Investment Advisors
Arizona
$544K +$549K +29,658 New
HI
148
Harbour Investments
Wisconsin
$524K +$394K +21,300 +294%
SPIA
149
Steward Partners Investment Advisory
New York
$523K -$681K -36,826 -56%
RFWA
150
RPg Family Wealth Advisory
Massachusetts
$504K +$509K +27,500 New

BSCT Hedge Fund Activity: Q4 2024 in Review

231 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q4 2024, worth a combined $1.27B — up 40% from $906M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BSCT positions and 12 closed out — a net gain of 50 holders — while 125 added to existing stakes and 25 trimmed.

The largest buyer was Lido Advisors, adding an estimated $54.3M. The largest seller was Eastern Bank, cutting an estimated $25.6M.

  • 231 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q4 2024, up from 186 in Q3 2024.
  • Funds reported $1.27B of Invesco BulletShares 2029 Corporate Bond ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 62 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q4 2024 and 12 closed out, a net change of +50 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q4 2024 was Lido Advisors, an estimated $54.3M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q4 2024 was Eastern Bank, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2024.