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Invesco BulletShares 2029 Corporate Bond ETF

231 hedge funds and large institutions have $1.27B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 125 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 12

400% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 25

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

40% more capital invested

Capital invested by funds: $906M → $1.27B (+$361M)

24% more funds holding

Funds holding: 186231 (+45)

6.71% more ownership

Funds ownership: 72.39%79.1% (+6.7%)

Holders
231
Holders Change
+45
Holders Change %
+24.19%
% of All Funds
3.04%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
62
Increased
125
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$93.1M +$12M +651,372 +15%
Lido Advisors
2
Lido Advisors
California
$67.9M +$54.3M +2,937,232 +383%
Raymond James Financial
3
Raymond James Financial
Florida
$64.1M +$64.6M +3,494,838 New
LPL Financial
4
LPL Financial
California
$54.8M +$21.1M +1,142,817 +62%
CA
5
Clearstead Advisors
Ohio
$52M +$2.47M +133,744 +5%
ACA
6
Aptus Capital Advisors
Alabama
$49.8M +$10.2M +552,278 +26%
Wells Fargo
7
Wells Fargo
California
$42.2M +$10.2M +549,179 +31%
AWM
8
Avior Wealth Management
Nebraska
$40.5M +$4.41M +238,406 +12%
HBT
9
Hills Bank & Trust
Iowa
$36.9M +$21.9M +1,184,100 +143%
Invesco
10
Invesco
Georgia
$35.2M +$12.4M +670,011 +54%
Bank of America
11
Bank of America
North Carolina
$31.8M +$7.02M +379,653 +28%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$29.2M +$4.35M +235,349 +17%
UBS Group
13
UBS Group
Switzerland
$28.8M +$7.41M +400,309 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$27M +$11.6M +625,303 +74%
BCM
15
Brookstone Capital Management
Illinois
$24.6M +$24.9M +1,343,717 New
MCM
16
MAI Capital Management
Ohio
$21.8M +$22M +1,189,114 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$21.2M -$66.3K -3,585 -0.3%
Stifel Financial
18
Stifel Financial
Missouri
$19.5M +$1.02M +55,246 +5%
CICC
19
Capital Investment Counsel (Colorado)
Colorado
$19.5M +$6.99M +377,912 +55%
AUB
20
Atlantic Union Bankshares
Virginia
$16.8M +$1.36M +73,417 +9%
RIG
21
RiverFront Investment Group
Virginia
$16.8M +$1.24M +67,117 +8%
HC
22
Headland Capital
South Carolina
$15M +$15.1M +817,894 New
IAA
23
Independent Advisor Alliance
North Carolina
$15M +$15.1M +817,497 New
MFWM
24
Motley Fool Wealth Management
Virginia
$13.7M -$528K -28,561 -4%
MA
25
MONECO Advisors
Connecticut
$12.4M +$4.04M +218,467 +48%

BSCT Hedge Fund Activity: Q4 2024 in Review

231 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q4 2024, worth a combined $1.27B — up 40% from $906M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BSCT positions and 12 closed out — a net gain of 50 holders — while 125 added to existing stakes and 25 trimmed.

The largest buyer was Lido Advisors, adding an estimated $54.3M. The largest seller was Eastern Bank, cutting an estimated $25.6M.

  • 231 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q4 2024, up from 186 in Q3 2024.
  • Funds reported $1.27B of Invesco BulletShares 2029 Corporate Bond ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 62 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q4 2024 and 12 closed out, a net change of +50 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q4 2024 was Lido Advisors, an estimated $54.3M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q4 2024 was Eastern Bank, an estimated $25.6M sold.

Based on aggregated 13F filings for Q4 2024.