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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

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: 8 → 14 (+6)

19% more capital invested

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

11% more funds holding

Funds holding: 231 → 257 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$39.1M
2
Morgan Stanley
Morgan Stanley
New York
+$20.2M
3
IAS
IMA Advisory Services
Colorado
+$19.6M
4
Wells Fargo
Wells Fargo
California
+$18.5M
5
LPL Financial
LPL Financial
California
+$14M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$15M
2
EB
Eastern Bank
Massachusetts
-$3.81M
3
MC
McCarthy & Cox
Ohio
-$3.47M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.11M
5
LPT
Legacy Private Trust
Wisconsin
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
151
Tyler-Stone Wealth Management
Ohio
$686K +$479K +26,000 +236%
RFN
152
Redwood Financial Network
Ohio
$664K +$102K +5,515 +18%
AWA
153
Arkadios Wealth Advisors
Georgia
$653K +$208K +11,277 +47%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$642K +$89.9K +4,882 +16%
AF
155
Allworth Financial
California
$616K +$11.4K +620 +2%
HWM
156
HB Wealth Management
Georgia
$614K +$4.49K +244 +0.7%
KWM
157
Kingsview Wealth Management
Oregon
$611K +$6.32K +343 +1%
P
158
&Partners
Tennessee
$598K +$36.6K +1,987 +6%
FIA
159
Foundations Investment Advisors
Arizona
$587K +$37.3K +2,023 +7%
OMC
160
Old Mission Capital
Illinois
$569K -$1.12M -61,073 -67%
QP
161
Quartz Partners
New York
$565K -$27.7K -1,503 -5%
ACG
162
Allen Capital Group
Nebraska
$540K +$131K +7,107 +32%
MPW
163
Monterey Private Wealth
California
$522K +$212K +11,505 +69%
RFWA
164
RPg Family Wealth Advisory
Massachusetts
$510K – – –
TF
165
TLWM Financial
Texas
$503K – – –
IWP
166
Insight Wealth Partners
Texas
$480K +$478K +25,929 New
SWA
167
Sax Wealth Advisors
New Jersey
$473K +$67.8K +3,680 +17%
RC
168
Roundview Capital
New Jersey
$470K +$467K +25,349 New
CFS
169
Coordinated Financial Services
Colorado
$466K +$153K +8,301 +49%
CWM
170
Cordatus Wealth Management
Pennsylvania
$443K +$170K +9,210 +63%
KIG
171
Kessler Investment Group
Indiana
$442K +$184K +10,002 +72%
FHA
172
First Horizon Advisors
Tennessee
$441K -$34.7K -1,885 -7%
SWP
173
Stratos Wealth Partners
Ohio
$437K -$40.5K -2,200 -9%
Mariner
174
Mariner
Kansas
$425K +$43K +2,335 +11%
SIA
175
Summit Investment Advisors
Maryland
$423K +$4.38K +238 +1%
5 6
7
8 9

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.