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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

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

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
GM
151
GeoWealth Management
Illinois
$199K -$14.3K -768 -7%
SFA
152
Source Financial Advisors
New York
$199K -$14.3K -768 -7%
KPWS
153
Kestra Private Wealth Services
Texas
$199K +$196K +10,559 New
EA
154
Everpar Advisors
Oklahoma
$194K +$192K +10,321 New
ASN
155
Advisory Services Network
Georgia
$192K – – –
BBW
156
Blue Barn Wealth
Utah
$190K +$188K +10,111 New
KWM
157
Kingsview Wealth Management
Oregon
$188K +$93 +5 +0%
FCAS
158
First Command Advisory Services
Texas
$176K +$43.4K +2,336 +33%
DCM
159
Davis Capital Management
Florida
$148K +$1.02K +55 +0.7%
HI
160
Harbour Investments
Wisconsin
$136K +$109K +5,852 +418%
WIM
161
Westside Investment Management
California
$115K – – –
NA
162
NewEdge Advisors
Louisiana
$107K +$279 +15 +0.3%
FWP
163
FAS Wealth Partners
Kansas
$106K +$1.21K +65 +1%
MAM
164
Marquette Asset Management
Minnesota
$79.8K – – –
SIC
165
SJS Investment Consulting
Ohio
$65.8K – – –
US Bancorp
166
US Bancorp
Minnesota
$65.8K – – –
LWANC
167
Laurel Wealth Advisors (North Carolina)
North Carolina
$56.4K +$37.2K +2,000 +200%
AA
168
Ancora Advisors
Ohio
$42K – – –
YDMI
169
Y.D. More Investments
Israel
$39.5K +$39.1K +2,100 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$38.1K +$37.6K +2,023 New
AIP
171
Ameritas Investment Partners
Nebraska
$30.4K -$32.9K -1,769 -52%
GWANC
172
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.9K +$29.5K +1,588 New
LWCFA
173
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.6K +$25.8K +1,385 New
ST
174
Smithfield Trust
Pennsylvania
$23K +$223 +12 +1%
AP
175
Aspect Partners
Virginia
$19.9K – – –
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.