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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

554% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

30% more capital invested

Capital invested by funds: $472M → $612M (+$140M)

20% more funds holding

Funds holding: 114 → 137 (+23)

6.51% less ownership

Funds ownership: 78.14% → 71.63% (-6.5%)

Holders
137
Holders Change
+23
Holders Change %
+20.18%
% of All Funds
1.97%
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
Envestnet Asset Management
Illinois
+$23.6M
2
Wells Fargo
Wells Fargo
California
+$12.7M
3
RIG
RiverFront Investment Group
Virginia
+$12.3M
4
Jane Street
Jane Street
New York
+$12.1M
5
LPL Financial
LPL Financial
California
+$9.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$37.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.77M
3
OMC
Old Mission Capital
Illinois
-$191K
4
KAS
Kestra Advisory Services
Texas
-$103K
5
SFG
Sterling Financial Group
California
-$86.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.4M -$37.4M -2,041,965 -37%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$44.2M +$6.03M +329,145 +16%
Wells Fargo
3
Wells Fargo
California
$36.3M +$12.7M +692,541 +54%
EB
4
Eastern Bank
Massachusetts
$30.4M +$2.12M +115,803 +7%
Jane Street
5
Jane Street
New York
$30M +$12.1M +663,356 +68%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$24.9M +$23.6M +1,286,948 +1,798%
ACA
7
Aptus Capital Advisors
Alabama
$21.5M +$2.89M +157,762 +15%
AWM
8
Avior Wealth Management
Nebraska
$21.2M +$3.37M +184,079 +19%
LPL Financial
9
LPL Financial
California
$20.8M +$9.51M +519,114 +84%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$20.6M +$4.19M +228,700 +26%
UBS Group
11
UBS Group
Switzerland
$19.5M +$7.17M +391,702 +58%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.9M +$8.31M +453,633 +126%
MFWM
13
Motley Fool Wealth Management
Virginia
$14.6M +$584K +31,889 +4%
RJA
14
Raymond James & Associates
Florida
$13.9M +$7.22M +394,038 +108%
Bank of America
15
Bank of America
North Carolina
$12.5M +$2.28M +124,767 +22%
RIG
16
RiverFront Investment Group
Virginia
$12.3M +$12.3M +672,511 New
GCP
17
Gill Capital Partners
Colorado
$11.7M +$68.1K +3,717 +0.6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11.4M +$1.82M +99,265 +19%
AUB
19
Atlantic Union Bankshares
Virginia
$10.9M +$1.91M +104,157 +21%
Invesco
20
Invesco
Georgia
$10.1M +$1.88M +102,416 +23%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$9.37M +$9.37M +511,801 New
CPC
22
Cookson Peirce & Co
Pennsylvania
$9.37M +$739K +40,351 +9%
VBFG
23
Vishria Bird Financial Group
Tennessee
$8.46M +$8.47M +462,577 New
ADL
24
Asset Dedication LLC
California
$8.24M +$2.13M +116,396 +35%
ACM
25
Advisors Capital Management
New Jersey
$6.54M +$6.54M +357,099 New
1
2 3 4 5

BSCT Hedge Fund Activity: Q1 2024 in Review

137 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q1 2024, worth a combined $612M — up 30% from $472M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BSCT positions and 4 closed out — a net gain of 24 holders — while 85 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $23.6M. The largest seller was Morgan Stanley, cutting an estimated $37.4M.

  • 137 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q1 2024, up from 114 in Q4 2023.
  • Funds reported $612M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q1 2024, up 30% quarter-over-quarter.
  • 28 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q1 2024 and 4 closed out, a net change of +24 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $23.6M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2024.