We are live on ! Find out more
BSCT icon

Invesco BulletShares 2029 Corporate Bond ETF
BSCT

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.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

323% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 22

20% more funds holding

Funds holding: 137 → 164 (+27)

18% more capital invested

Capital invested by funds: $612M → $723M (+$111M)

1.98% more ownership

Funds ownership: 71.63% → 73.61% (+2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.37%
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
Clearstead Advisors
Ohio
+$46.5M
2
Stifel Financial
Stifel Financial
Missouri
+$15.1M
3
Morgan Stanley
Morgan Stanley
New York
+$14.6M
4
RJA
Raymond James & Associates
Florida
+$13.3M
5
Bank of America
Bank of America
North Carolina
+$10.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$25.6M
2
LC
Legacy CG
Texas
-$2.06M
3
Wells Fargo
Wells Fargo
California
-$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
151
Tyler-Stone Wealth Management
Ohio
$20.1K +$20K +1,105 New
AP
152
Aspect Partners
Virginia
$19.2K – – –
LWANC
153
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.2K – – –
IA
154
IFP Advisors
Florida
$17.3K – – –
HGERS
155
Householder Group Estate & Retirement Specialist
Arizona
$13K +$9.22K +509 +207%
PS
156
Principal Securities
Iowa
$10.4K +$10.3K +571 New
IAIM
157
International Assets Investment Management
Florida
$8.72K +$8.69K +480 New
CB
158
Community Bank
New York
$6.9K – – –
GRP
159
Global Retirement Partners
California
$6.14K +$3.06K +169 +100%
FPB
160
First PREMIER Bank
South Dakota
$4K – – –
SWM
161
Spire Wealth Management
Virginia
$3.85K – – –
GI
162
Gradient Investments
Minnesota
$2.81K – – –
MFS
163
Mattson Financial Services
Michigan
$2.81K +$2.81K +155 New
ATPW
164
Ashton Thomas Private Wealth
Arizona
$1.25K +$1.25K +69 New
FFA
165
Farther Finance Advisors
California
$453 +$453 +25 New
SFG
166
Sterling Financial Group
California
– -$208K -11,385 Closed
DWG
167
Darden Wealth Group
Michigan
– -$201K -11,000 Closed
S
168
SignatureFD
Georgia
– -$73.2K -4,000 Closed
MG
169
Mather Group
Illinois
– -$9.12K -492 Closed
3 4 5 6
7

BSCT Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q2 2024, worth a combined $723M — up 18% from $612M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BSCT positions and 4 closed out — a net gain of 31 holders — while 93 added to existing stakes and 22 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $46.5M. The largest seller was Jane Street, cutting an estimated $25.6M.

  • 164 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q2 2024, up from 137 in Q1 2024.
  • Funds reported $723M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 35 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q2 2024 and 4 closed out, a net change of +31 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $46.5M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2024.