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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

186 hedge funds and large institutions have $906M invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 20

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more capital invested

Capital invested by funds: $723M → $906M (+$183M)

13% more funds holding

Funds holding: 164 → 186 (+22)

1.22% less ownership

Funds ownership: 73.61% → 72.39% (-1.2%)

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
112
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$19.7M
2
Lido Advisors
Lido Advisors
California
+$11.7M
3
ACA
Aptus Capital Advisors
Alabama
+$11M
4
LPL Financial
LPL Financial
California
+$10.5M
5
CICC
Capital Investment Counsel (Colorado)
Colorado
+$8.37M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$5.99M
2
Jane Street
Jane Street
New York
-$2.69M
3
Wells Fargo
Wells Fargo
California
-$2.28M
4
SPIA
Steward Partners Investment Advisory
New York
-$2.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$83.2M +$2.83M +152,260 +4%
CA
2
Clearstead Advisors
Ohio
$50.8M +$2.5M +134,482 +5%
RJA
3
Raymond James & Associates
Florida
$48M +$19.7M +1,059,729 +71%
ACA
4
Aptus Capital Advisors
Alabama
$40.7M +$11M +591,205 +38%
AWM
5
Avior Wealth Management
Nebraska
$37M +$6.2M +333,314 +20%
LPL Financial
6
LPL Financial
California
$34.7M +$10.5M +565,658 +44%
Wells Fargo
7
Wells Fargo
California
$32.9M -$2.28M -122,401 -7%
EB
8
Eastern Bank
Massachusetts
$31.6M -$133K -7,172 -0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$25.6M -$1.19M -63,900 -4%
Bank of America
10
Bank of America
North Carolina
$25.4M +$1.71M +91,961 +7%
Invesco
11
Invesco
Georgia
$23.5M +$7.45M +400,582 +47%
UBS Group
12
UBS Group
Switzerland
$22M +$1.02M +54,742 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$21.8M +$356K +19,140 +2%
Stifel Financial
14
Stifel Financial
Missouri
$19M +$435K +23,381 +2%
RIG
15
RiverFront Investment Group
Virginia
$15.9M +$2.01M +108,037 +15%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$15.9M +$1.59M +85,606 +11%
AUB
17
Atlantic Union Bankshares
Virginia
$15.9M +$2.52M +135,696 +19%
HBT
18
Hills Bank & Trust
Iowa
$15.6M +$8.28M +445,291 +116%
MFWM
19
Motley Fool Wealth Management
Virginia
$14.6M -$712K -38,283 -5%
Lido Advisors
20
Lido Advisors
California
$14.4M +$11.7M +630,606 +460%
CICC
21
Capital Investment Counsel (Colorado)
Colorado
$12.9M +$8.37M +449,824 +190%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$12.8M +$1.69M +90,810 +15%
GCP
23
Gill Capital Partners
Colorado
$12.5M +$154K +8,259 +1%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$10.3M +$286K +15,389 +3%
CPC
25
Cookson Peirce & Co
Pennsylvania
$9.78M +$118K +6,353 +1%
1
2 3 4 5

BSCT Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q3 2024, worth a combined $906M — up 25% from $723M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BSCT positions and 9 closed out — a net gain of 25 holders — while 112 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $19.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $5.99M.

  • 186 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q3 2024, up from 164 in Q2 2024.
  • Funds reported $906M of Invesco BulletShares 2029 Corporate Bond ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 34 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q3 2024 and 9 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $19.7M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $5.99M sold.

Based on aggregated 13F filings for Q3 2024.