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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
NPP
176
New Potomac Partners
Maryland
$18.8K +$18.6K +1,000 New
IA
177
IFP Advisors
Florida
$17.4K -$484 -26 -3%
HGERS
178
Householder Group Estate & Retirement Specialist
Arizona
$14K +$167 +9 +1%
GI
179
GAMMA Investing
California
$10.3K +$10.2K +546 New
CB
180
Community Bank
New York
$7.14K – – –
GRP
181
Global Retirement Partners
California
$6.36K – – –
CFB
182
Cullen/Frost Bankers
Texas
$5.51K +$5.45K +293 New
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$4.16K +$4.11K +221 New
FPB
184
First PREMIER Bank
South Dakota
$4K – – –
SWM
185
Spire Wealth Management
Virginia
$3.99K – – –
MFS
186
Mattson Financial Services
Michigan
$2.81K – – –
FFA
187
Farther Finance Advisors
California
$470 – – –
Cerity Partners
188
Cerity Partners
New York
– -$580K -31,923 Closed
SIAS
189
Summit Investment Advisory Services
Minnesota
– -$400K -22,046 Closed
FTUS
190
Flow Traders U.S.
New York
– -$230K -12,685 Closed
SCA
191
Snowden Capital Advisors
New York
– -$188K -10,343 Closed
AWA
192
Alaska Wealth Advisors
Alaska
– -$63.8K -3,515 Closed
TSWM
193
Tyler-Stone Wealth Management
Ohio
– -$20.1K -1,105 Closed
IAIM
194
International Assets Investment Management
Florida
– -$8.72K -480 Closed
GI
195
Gradient Investments
Minnesota
– -$2.81K -155 Closed
ATPW
196
Ashton Thomas Private Wealth
Arizona
– -$1.25K -69 Closed
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.