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Invesco BulletShares 2029 Corporate Bond ETF

257 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, 151 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 37

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

19% more capital invested

Capital invested by funds: $1.27B → $1.51B (+$246M)

11% more funds holding

Funds holding: 231257 (+26)

0.69% less ownership

Funds ownership: 79.1%78.41% (-0.69%)

Holders
257
Holders Change
+26
Holders Change %
+11.26%
% of All Funds
3.45%
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
151
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
126
Unified Investment Management
Georgia
$1.1M +$18.4K +1,000 +2%
BBW
127
Blue Barn Wealth
Utah
$1.07M +$128K +6,954 +14%
IBOK
128
Independence Bank of Kentucky
Kentucky
$1.04M +$37.5K +2,037 +4%
HGA
129
Hobbs Group Advisors
South Carolina
$1.01M +$49.2K +2,670 +5%
FIM
130
Freedom Investment Management
Connecticut
$996K +$258K +14,029 +35%
SWM
131
Segment Wealth Management
Texas
$984K +$7.37K +400 +0.8%
WFC
132
Western Financial Corp
California
$970K -$54.4K -2,956 -5%
Comerica Bank
133
Comerica Bank
Texas
$925K +$55.5K +3,013 +6%
HT
134
Heritage Trust
Oklahoma
$883K +$181K +9,849 +26%
CWS
135
Cypress Wealth Services
California
$881K +$876K +47,548 New
KPWS
136
Kestra Private Wealth Services
Texas
$868K +$674K +36,610 +358%
AC
137
Apella Capital
Connecticut
$863K +$13.9K +755 +2%
KFI
138
Key Financial Inc
Pennsylvania
$857K +$28.1K +1,525 +3%
FCAS
139
First Command Advisory Services
Texas
$844K +$661K +35,877 +371%
ECM
140
Exchange Capital Management
Michigan
$834K -$2.37M -128,850 -74%
CAL
141
Capital Analysts LLC
Pennsylvania
$832K +$70.4K +3,825 +9%
HighTower Advisors
142
HighTower Advisors
Illinois
$819K +$45.2K +2,454 +6%
HA
143
Hanover Advisors
South Carolina
$803K +$192K +10,426 +32%
EWA
144
EP Wealth Advisors
California
$792K -$41.5K -2,253 -5%
HF
145
HRT Financial
New York
$788K +$784K +42,562 New
LWANC
146
Laurel Wealth Advisors (North Carolina)
North Carolina
$783K +$543K +29,465 +230%
HI
147
Harbour Investments
Wisconsin
$772K +$242K +13,131 +46%
VPF
148
Vantage Point Financial
Illinois
$753K +$491K +26,678 +191%
CWM
149
Congress Wealth Management
Massachusetts
$741K +$738K +40,047 New
4FG
150
4Thought Financial Group
New York
$708K -$25.4K -1,379 -3%

BSCT Hedge Fund Activity: Q1 2025 in Review

257 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q1 2025, worth a combined $1.51B — up 19% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BSCT positions and 11 closed out — a net gain of 29 holders — while 151 added to existing stakes and 37 trimmed.

The largest buyer was Lido Advisors, adding an estimated $39.1M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $15M sold.

  • 257 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q1 2025, up from 231 in Q4 2024.
  • Funds reported $1.51B of Invesco BulletShares 2029 Corporate Bond ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 40 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q1 2025 and 11 closed out, a net change of +29 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q1 2025 was Lido Advisors, an estimated $39.1M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2025.