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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
PB
201
Pinnacle Bancorp
Nebraska
$201K +$203K +10,957 New
AA
202
Ancora Advisors
Ohio
$200K +$161K +8,680 +389%
GM
203
GeoWealth Management
Illinois
$197K +$2.87K +155 +1%
AIFAIM
204
American Institute for Advanced Investment Management
Arizona
$195K +$197K +10,650 New
MFC
205
Morris Financial Concepts
South Carolina
$194K
KPWS
206
Kestra Private Wealth Services
Texas
$187K -$6.21K -336 -3%
OPTFSNA
207
Old Point Trust & Financial Services N A
Virginia
$180K +$182K +9,823 New
FCAS
208
First Command Advisory Services
Texas
$178K +$6.01K +325 +3%
DCM
209
Davis Capital Management
Florida
$120K -$24.8K -1,342 -17%
WIM
210
Westside Investment Management
California
$114K
FWP
211
FAS Wealth Partners
Kansas
$104K +$1.18K +64 +1%
UCB
212
United Community Bank
South Carolina
$101K +$102K +5,500 New
MAM
213
Marquette Asset Management
Minnesota
$77.8K
SIC
214
SJS Investment Consulting
Ohio
$64.2K
US Bancorp
215
US Bancorp
Minnesota
$64.1K
AF
216
Advisornet Financial
Minnesota
$53.6K +$54.1K +2,924 New
YDMI
217
Y.D. More Investments
Israel
$38.4K
TWM
218
Topsail Wealth Management
North Carolina
$27.5K +$27.7K +1,500 New
Fidelity Investments
219
Fidelity Investments
Massachusetts
$24.5K -$12.7K -687 -34%
ST
220
Smithfield Trust
Pennsylvania
$22K
IA
221
IFP Advisors
Florida
$22K +$5.03K +272 +29%
AIP
222
Ameritas Investment Partners
Nebraska
$19.8K -$9.91K -536 -33%
AP
223
Aspect Partners
Virginia
$19.4K
GRP
224
Global Retirement Partners
California
$12.3K +$6.1K +330 +98%
RPA
225
Redwood Park Advisors
California
$10.1K +$10.2K +549 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.