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Invesco BulletShares 2029 Corporate Bond ETF

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: 814 (+6)

19% more capital invested

Capital invested by funds: $1.27B → $1.51B (+$246M)

11% more funds holding

Funds holding: 231257 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
Tassel Capital Management
North Carolina
$273K -$203 -11 -0.1%
KOC
202
Koss-Olinger Consulting
Florida
$267K
DC
203
Davenport & Co
Virginia
$263K +$203 +11 +0.1%
CW
204
Code Waechter
Florida
$259K
WEG
205
World Equity Group
Illinois
$259K -$133K -7,248 -34%
PS
206
Principal Securities
Iowa
$258K +$6.21K +337 +2%
OPA
207
Old Port Advisors
Maine
$257K +$255K +13,860 New
SPIA
208
Steward Partners Investment Advisory
New York
$255K -$272K -14,762 -52%
FAM
209
Flaharty Asset Management
Florida
$252K
DA
210
Dover Advisors
Virginia
$244K +$11.1K +600 +5%
HWAM
211
Hennion & Walsh Asset Management
New Jersey
$241K +$240K +13,022 New
CBT
212
Crews Bank & Trust
Florida
$239K
YP
213
YANKCOM Partnership
South Dakota
$235K -$18 -1 -0%
DAS
214
Dynamic Advisor Solutions
Arizona
$228K +$2.47K +134 +1%
CFCI
215
Comprehensive Financial Consultants Institutional
Indiana
$226K +$225K +12,208 New
RW
216
RVW Wealth
California
$220K +$218K +11,859 New
HCM
217
Hengehold Capital Management
Ohio
$217K +$216K +11,720 New
FFIC
218
First Fiduciary Investment Counsel
Ohio
$216K
BEI
219
Benjamin Edwards Inc
Missouri
$213K
NWAG
220
Net Worth Advisory Group
Utah
$208K +$207K +11,239 New
PB
221
Pinnacle Bancorp
Nebraska
$203K
NFG
222
Nations Financial Group
Iowa
$201K +$200K +10,838 New
MFC
223
Morris Financial Concepts
South Carolina
$197K
OPTFSNA
224
Old Point Trust & Financial Services N A
Virginia
$164K -$17.7K -960 -10%
DCM
225
Davis Capital Management
Florida
$123K +$2.14K +116 +2%

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.