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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

255 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, 149 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+25
Holders Change %
+10.87%
% of All Funds
3.46%
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
149
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$39.3M
2
Morgan Stanley
Morgan Stanley
New York
+$20.3M
3
IAS
IMA Advisory Services
Colorado
+$19.8M
4
Wells Fargo
Wells Fargo
California
+$18.6M
5
LPL Financial
LPL Financial
California
+$14.1M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$15M
2
EB
Eastern Bank
Massachusetts
-$3.84M
3
MC
McCarthy & Cox
Ohio
-$3.47M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.13M
5
LPT
Legacy Private Trust
Wisconsin
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
176
Oder Investment Management
California
$413K +$54.8K +2,957 +15%
VIM
177
Vista Investment Management
Pennsylvania
$406K +$31K +1,675 +8%
WA
178
Waverly Advisors
Alabama
$405K +$28.9K +1,562 +8%
FCM
179
Fourpath Capital Management
Oklahoma
$389K +$389K +20,989 New
AIFAIM
180
American Institute for Advanced Investment Management
Arizona
$386K +$189K +10,195 +96%
DFG
181
Delta Financial Group
New Jersey
$370K +$370K +20,014 New
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$367K +$31.5K +1,700 +9%
CIA
183
Capital Investment Advisors
Georgia
$364K – – –
WCM
184
Whitener Capital Management
North Carolina
$353K +$3.3K +178 +0.9%
WWM
185
Western Wealth Management
Colorado
$350K – – –
MFP
186
Meridian Financial Partners
Virginia
$350K -$1.39K -75 -0.4%
GF
187
Goodman Financial
Texas
$344K +$344K +18,569 New
EA
188
Everpar Advisors
Oklahoma
$323K +$57.3K +3,094 +22%
LSIA
189
LaSalle St. Investment Advisors
Illinois
$321K +$321K +17,329 New
LFG
190
Larson Financial Group
Missouri
$316K +$76.6K +4,136 +32%
PFG
191
Pinnacle Financial Group
Illinois
$310K +$310K +16,722 New
SIC
192
Sigma Investment Counselors
Michigan
$307K – – –
AA
193
Ancora Advisors
Ohio
$303K +$101K +5,450 +50%
CIBC World Market
194
CIBC World Market
Ontario, Canada
$303K – – –
BFA
195
Brown Financial Advisory
Alabama
$300K +$300K +16,196 New
RAM
196
Redmond Asset Management
Virginia
$293K +$293K +15,794 New
SWM
197
Schwallier Wealth Management
Michigan
$277K +$277K +14,952 New
SM
198
Sensible Money
Arizona
$274K +$222 +12 +0.1%
TCM
199
Tassel Capital Management
North Carolina
$273K -$204 -11 -0.1%
KOC
200
Koss-Olinger Consulting
Florida
$267K – – –
6 7
8
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