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Invesco BulletShares 2029 Corporate Bond ETF

257 hedge funds and large institutions have $1.51B invested in Invesco BulletShares 2029 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 151 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 37

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

19% more capital invested

Capital invested by funds: $1.27B → $1.51B (+$246M)

11% more funds holding

Funds holding: 231257 (+26)

0.69% less ownership

Funds ownership: 79.1%78.41% (-0.69%)

Holders
257
Holders Change
+26
Holders Change %
+11.26%
% of All Funds
3.45%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
40
Increased
151
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$114M +$20.2M +1,095,932 +22%
Lido Advisors
2
Lido Advisors
California
$108M +$39.1M +2,121,197 +57%
Raymond James Financial
3
Raymond James Financial
Florida
$74.7M +$9.9M +537,376 +15%
LPL Financial
4
LPL Financial
California
$69.5M +$14M +762,319 +26%
Wells Fargo
5
Wells Fargo
California
$61.2M +$18.5M +1,003,588 +44%
ACA
6
Aptus Capital Advisors
Alabama
$56.5M +$6.16M +334,417 +12%
CA
7
Clearstead Advisors
Ohio
$54M +$1.42M +77,285 +3%
AWM
8
Avior Wealth Management
Nebraska
$48.1M +$7.19M +390,407 +18%
Invesco
9
Invesco
Georgia
$39.7M +$4.11M +223,406 +12%
HBT
10
Hills Bank & Trust
Iowa
$38.6M +$1.35M +73,107 +4%
Bank of America
11
Bank of America
North Carolina
$36M +$3.85M +208,984 +12%
UBS Group
12
UBS Group
Switzerland
$32.8M +$3.65M +198,317 +13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$31.7M +$2.17M +118,043 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$30.3M +$2.99M +162,618 +11%
MCM
15
MAI Capital Management
Ohio
$28.3M +$6.19M +335,951 +28%
BCM
16
Brookstone Capital Management
Illinois
$24.2M -$706K -38,359 -3%
Stifel Financial
17
Stifel Financial
Missouri
$22.2M +$2.41M +130,899 +12%
CICC
18
Capital Investment Counsel (Colorado)
Colorado
$20.4M +$649K +35,256 +3%
IAS
19
IMA Advisory Services
Colorado
$19.8M +$19.6M +1,066,305 New
RIG
20
RiverFront Investment Group
Virginia
$18.8M +$1.85M +100,186 +11%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$18.3M -$3.11M -168,948 -15%
AUB
22
Atlantic Union Bankshares
Virginia
$18.3M +$1.29M +69,855 +8%
MA
23
MONECO Advisors
Connecticut
$17.6M +$5.01M +272,090 +40%
Osaic Holdings
24
Osaic Holdings
Arizona
$16.5M +$4.96M +269,478 +43%
HC
25
Headland Capital
South Carolina
$16M +$856K +46,489 +6%

BSCT Hedge Fund Activity: Q1 2025 in Review

257 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) for Q1 2025, worth a combined $1.51B — up 19% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BSCT positions and 11 closed out — a net gain of 29 holders — while 151 added to existing stakes and 37 trimmed.

The largest buyer was Lido Advisors, adding an estimated $39.1M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $15M sold.

  • 257 institutional investors held Invesco BulletShares 2029 Corporate Bond ETF (BSCT) as of Q1 2025, up from 231 in Q4 2024.
  • Funds reported $1.51B of Invesco BulletShares 2029 Corporate Bond ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 40 funds opened new Invesco BulletShares 2029 Corporate Bond ETF positions in Q1 2025 and 11 closed out, a net change of +29 holders.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF buyer in Q1 2025 was Lido Advisors, an estimated $39.1M added.
  • The largest Invesco BulletShares 2029 Corporate Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2025.