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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
TF
151
TLWM Financial
Texas
$498K
JWCA
152
J.W. Cole Advisors
Florida
$496K +$500K +27,032 New
SWP
153
Stratos Wealth Partners
Ohio
$473K -$22K -1,190 -4%
FHA
154
First Horizon Advisors
Tennessee
$471K +$31K +1,675 +7%
Creative Planning
155
Creative Planning
Kansas
$469K +$272K +14,685 +135%
AWA
156
Arkadios Wealth Advisors
Georgia
$439K +$443K +23,939 New
SIA
157
Summit Investment Advisors
Maryland
$415K +$418K +22,604 New
ACG
158
Allen Capital Group
Nebraska
$404K +$123K +6,671 +43%
SWA
159
Sax Wealth Advisors
New Jersey
$401K +$14.9K +806 +4%
CVA
160
Central Valley Advisors
California
$399K +$403K +21,773 New
WEG
161
World Equity Group
Illinois
$387K +$391K +21,126 New
Mariner
162
Mariner
Kansas
$378K +$381K +20,604 New
WA
163
Waverly Advisors
Alabama
$372K +$16.6K +900 +5%
VIM
164
Vista Investment Management
Pennsylvania
$371K +$77.2K +4,175 +26%
CIA
165
Capital Investment Advisors
Georgia
$360K +$74.6K +4,031 +26%
OIM
166
Oder Investment Management
California
$355K +$33.8K +1,826 +10%
MFP
167
Meridian Financial Partners
Virginia
$348K -$120K -6,498 -25%
WWM
168
Western Wealth Management
Colorado
$347K +$16.6K +900 +5%
WCM
169
Whitener Capital Management
North Carolina
$346K +$349K +18,871 New
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$332K +$335K +18,110 New
CFS
171
Coordinated Financial Services
Colorado
$309K +$312K +16,870 New
KC
172
Kades & Cheifetz
Pennsylvania
$307K +$1.52K +82 +0.5%
MPW
173
Monterey Private Wealth
California
$306K +$53.3K +2,879 +21%
ACP
174
Aveo Capital Partners
Colorado
$305K +$4.14K +224 +1%
SIC
175
Sigma Investment Counselors
Michigan
$304K -$53.9K -2,913 -15%

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.