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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
CIBC World Market
176
CIBC World Market
Ontario, Canada
$300K
IFG
177
Independent Financial Group
California
$284K +$287K +15,509 New
SM
178
Sensible Money
Arizona
$271K +$3.66K +198 +1%
TCM
179
Tassel Capital Management
North Carolina
$271K +$273K +14,749 New
CWM
180
Cordatus Wealth Management
Pennsylvania
$270K +$272K +14,699 New
KOC
181
Koss-Olinger Consulting
Florida
$264K +$35.5K +1,917 +15%
EA
182
Everpar Advisors
Oklahoma
$263K +$74.1K +4,007 +39%
DC
183
Davenport & Co
Virginia
$260K +$262K +14,156 New
SC
184
Savant Capital
Illinois
$257K +$259K +14,028 New
CW
185
Code Waechter
Florida
$257K +$259K +13,998 New
VPF
186
Vantage Point Financial
Illinois
$256K +$258K +13,936 New
KIG
187
Kessler Investment Group
Indiana
$254K +$257K +13,875 New
PS
188
Principal Securities
Iowa
$251K +$22.8K +1,230 +10%
FAM
189
Flaharty Asset Management
Florida
$249K
CB
190
Chris Bulman
California
$240K +$242K +13,107 New
LFG
191
Larson Financial Group
Missouri
$237K -$13.5K -729 -5%
CBT
192
Crews Bank & Trust
Florida
$237K +$239K +12,900 New
LWANC
193
Laurel Wealth Advisors (North Carolina)
North Carolina
$235K +$181K +9,810 +327%
YP
194
YANKCOM Partnership
South Dakota
$233K +$235K +12,685 New
DA
195
Dover Advisors
Virginia
$230K
UCFA
196
United Capital Financial Advisors
Texas
$223K +$225K +12,175 New
DAS
197
Dynamic Advisor Solutions
Arizona
$223K +$2.53K +137 +1%
FFIC
198
First Fiduciary Investment Counsel
Ohio
$213K +$215K +11,640 New
BEI
199
Benjamin Edwards Inc
Missouri
$211K +$8.01K +433 +4%
TSWM
200
Tyler-Stone Wealth Management
Ohio
$202K +$203K +11,000 New

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.