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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
RWA
176
Redhawk Wealth Advisors
Minnesota
$414K +$411K +22,317 New
OIM
177
Oder Investment Management
California
$413K +$54.5K +2,957 +15%
VIM
178
Vista Investment Management
Pennsylvania
$406K +$30.8K +1,675 +8%
WA
179
Waverly Advisors
Alabama
$405K +$28.8K +1,562 +8%
FCM
180
Fourpath Capital Management
Oklahoma
$389K +$387K +20,989 New
AIFAIM
181
American Institute for Advanced Investment Management
Arizona
$386K +$188K +10,195 +96%
DFG
182
Delta Financial Group
New Jersey
$370K +$369K +20,014 New
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$367K +$31.3K +1,700 +9%
IFG
184
Independent Financial Group
California
$367K +$78.7K +4,274 +28%
CIA
185
Capital Investment Advisors
Georgia
$364K – – –
WCM
186
Whitener Capital Management
North Carolina
$353K +$3.28K +178 +0.9%
WWM
187
Western Wealth Management
Colorado
$350K – – –
MFP
188
Meridian Financial Partners
Virginia
$350K -$1.38K -75 -0.4%
GF
189
Goodman Financial
Texas
$344K +$342K +18,569 New
EA
190
Everpar Advisors
Oklahoma
$323K +$57K +3,094 +22%
LSIA
191
LaSalle St. Investment Advisors
Illinois
$321K +$319K +17,329 New
LFG
192
Larson Financial Group
Missouri
$316K +$76.2K +4,136 +32%
PFG
193
Pinnacle Financial Group
Illinois
$310K +$308K +16,722 New
SIC
194
Sigma Investment Counselors
Michigan
$307K – – –
AA
195
Ancora Advisors
Ohio
$303K +$100K +5,450 +50%
CIBC World Market
196
CIBC World Market
Ontario, Canada
$303K – – –
BFA
197
Brown Financial Advisory
Alabama
$300K +$298K +16,196 New
RAM
198
Redmond Asset Management
Virginia
$293K +$291K +15,794 New
SWM
199
Schwallier Wealth Management
Michigan
$277K +$275K +14,952 New
SM
200
Sensible Money
Arizona
$274K +$221 +12 +0.1%
6 7
8
9 10

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.