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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

137 hedge funds and large institutions have $612M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
137
Holders Change
+23
Holders Change %
+20.18%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
85
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$24.9M
2
Wells Fargo
2
Wells Fargo
California
$36.3M
3
RIG
3
RiverFront Investment Group
Virginia
$12.3M
4
Jane Street
4
Jane Street
New York
$30M
5
LPL Financial
5
LPL Financial
California
$20.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
KAS
4
Kestra Advisory Services
Texas
$1.74M
5
SFG
5
Sterling Financial Group
California
$208K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.4M 3,465,927 -2,041,965 -37%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$44.2M 2,413,167 +329,145 +16%
Wells Fargo
3
Wells Fargo
California
$36.3M 1,984,128 +692,541 +54%
EB
4
Eastern Bank
Massachusetts
$30.4M 1,663,758 +115,803 +7%
Jane Street
5
Jane Street
New York
$30M 1,641,673 +663,356 +68%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$24.9M 1,358,505 +1,286,948 +1,798%
ACA
7
Aptus Capital Advisors
Alabama
$21.5M 1,177,585 +157,762 +15%
AWM
8
Avior Wealth Management
Nebraska
$21.2M 1,161,068 +184,079 +19%
LPL Financial
9
LPL Financial
California
$20.8M 1,138,645 +519,114 +84%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$20.6M 1,123,691 +228,700 +26%
UBS Group
11
UBS Group
Switzerland
$19.5M 1,063,790 +391,702 +58%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.9M 814,485 +453,633 +126%
MFWM
13
Motley Fool Wealth Management
Virginia
$14.6M 797,984 +31,889 +4%
RJA
14
Raymond James & Associates
Florida
$13.9M 759,524 +394,038 +108%
Bank of America
15
Bank of America
North Carolina
$12.5M 680,448 +124,767 +22%
RIG
16
RiverFront Investment Group
Virginia
$12.3M 672,511 +672,511 New
GCP
17
Gill Capital Partners
Colorado
$11.7M 650,928 +3,717 +0.6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11.4M 623,437 +99,265 +19%
AUB
19
Atlantic Union Bankshares
Virginia
$10.9M 597,486 +104,157 +21%
Invesco
20
Invesco
Georgia
$10.1M 554,172 +102,416 +23%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$9.37M 511,801 +511,801 New
CPC
22
Cookson Peirce & Co
Pennsylvania
$9.37M 511,773 +40,351 +9%
VBFG
23
Vishria Bird Financial Group
Tennessee
$8.47M 462,577 +462,577 New
ADL
24
Asset Dedication LLC
California
$8.24M 451,427 +116,396 +35%
ACM
25
Advisors Capital Management
New Jersey
$6.54M 357,099 +357,099 New
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