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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

164 hedge funds and large institutions have $723M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
164
Holders Change
+27
Holders Change %
+19.71%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
35
Increased
93
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$46.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$17.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$77.6M
4
RJA
4
Raymond James & Associates
Florida
$27.1M
5
Bank of America
5
Bank of America
North Carolina
$22.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.14M
2
LC
2
Legacy CG
Texas
$2.67M
3
Wells Fargo
3
Wells Fargo
California
$34M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.8M
5
HWM
5
Horizons Wealth Management
North Carolina
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.6M 4,271,116 +805,189 +23%
CA
2
Clearstead Advisors
Ohio
$46.6M 2,568,530 +2,568,530 New
Wells Fargo
3
Wells Fargo
California
$34M 1,872,856 -111,272 -6%
EB
4
Eastern Bank
Massachusetts
$30.6M 1,685,685 +21,927 +1%
AWM
5
Avior Wealth Management
Nebraska
$29.7M 1,636,116 +475,048 +41%
ACA
6
Aptus Capital Advisors
Alabama
$28.5M 1,571,570 +393,985 +33%
RJA
7
Raymond James & Associates
Florida
$27.1M 1,491,090 +731,566 +96%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$25.8M 1,422,955 +64,450 +5%
LPL Financial
9
LPL Financial
California
$23.3M 1,280,336 +141,691 +12%
Bank of America
10
Bank of America
North Carolina
$22.9M 1,259,814 +579,366 +85%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$20.7M 1,142,286 +18,595 +2%
UBS Group
12
UBS Group
Switzerland
$20.3M 1,117,290 +53,500 +5%
Stifel Financial
13
Stifel Financial
Missouri
$17.9M 987,200 +836,176 +554%
Invesco
14
Invesco
Georgia
$15.4M 846,739 +292,567 +53%
MFWM
15
Motley Fool Wealth Management
Virginia
$14.8M 812,751 +14,767 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13.8M 759,192 -55,293 -7%
RIG
17
RiverFront Investment Group
Virginia
$13.4M 739,382 +66,871 +10%
AUB
18
Atlantic Union Bankshares
Virginia
$12.8M 707,476 +109,990 +18%
GCP
19
Gill Capital Partners
Colorado
$11.9M 655,437 +4,509 +0.7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$10.7M 588,520 -34,917 -6%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$9.62M 529,932 +18,131 +4%
CPC
22
Cookson Peirce & Co
Pennsylvania
$9.33M 513,774 +2,001 +0.4%
ADL
23
Asset Dedication LLC
California
$8.87M 488,512 +37,085 +8%
VBFG
24
Vishria Bird Financial Group
Tennessee
$8.36M 460,364 -2,213 -0.5%
HIP
25
HUB Investment Partners
Texas
$7.11M 391,437 +47,836 +14%
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