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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

230 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 61 funds opening new positions, 125 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+44
Holders Change %
+23.66%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
61
Increased
125
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$67.9M
2
BCM
2
Brookstone Capital Management
Illinois
$24.6M
3
MCM
3
MAI Capital Management
Ohio
$21.8M
4
HBT
4
Hills Bank & Trust
Iowa
$36.9M
5
LPL Financial
5
LPL Financial
California
$54.8M

Top Sellers

1
EB
1
Eastern Bank
Massachusetts
$5.45M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
KAS
3
Kestra Advisory Services
Texas
$2.57M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
151
TLWM Financial
Texas
$498K – – –
JWCA
152
J.W. Cole Advisors
Florida
$496K +$496K +27,032 New
SWP
153
Stratos Wealth Partners
Ohio
$473K -$21.8K -1,190 -4%
FHA
154
First Horizon Advisors
Tennessee
$471K +$30.7K +1,675 +7%
Creative Planning
155
Creative Planning
Kansas
$469K +$269K +14,685 +135%
AWA
156
Arkadios Wealth Advisors
Georgia
$439K +$439K +23,939 New
SIA
157
Summit Investment Advisors
Maryland
$415K +$415K +22,604 New
ACG
158
Allen Capital Group
Nebraska
$404K +$122K +6,671 +43%
SWA
159
Sax Wealth Advisors
New Jersey
$401K +$14.8K +806 +4%
CVA
160
Central Valley Advisors
California
$399K +$399K +21,773 New
WEG
161
World Equity Group
Illinois
$387K +$387K +21,126 New
Mariner
162
Mariner
Kansas
$378K +$378K +20,604 New
WA
163
Waverly Advisors
Alabama
$372K +$16.5K +900 +5%
VIM
164
Vista Investment Management
Pennsylvania
$371K +$76.6K +4,175 +26%
CIA
165
Capital Investment Advisors
Georgia
$360K +$73.9K +4,031 +26%
OIM
166
Oder Investment Management
California
$355K +$33.5K +1,826 +10%
MFP
167
Meridian Financial Partners
Virginia
$348K -$119K -6,498 -25%
WWM
168
Western Wealth Management
Colorado
$347K +$16.5K +900 +5%
WCM
169
Whitener Capital Management
North Carolina
$346K +$346K +18,871 New
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$332K +$332K +18,110 New
CFS
171
Coordinated Financial Services
Colorado
$309K +$309K +16,870 New
KC
172
Kades & Cheifetz
Pennsylvania
$307K +$1.5K +82 +0.5%
MPW
173
Monterey Private Wealth
California
$306K +$52.8K +2,879 +21%
ACP
174
Aveo Capital Partners
Colorado
$305K +$4.11K +224 +1%
SIC
175
Sigma Investment Counselors
Michigan
$304K -$53.4K -2,913 -15%
5 6
7
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