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Invesco BulletShares 2029 Corporate Bond ETF
BSCT

Overview Fund Activity

255 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, 149 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+25
Holders Change %
+10.87%
% of All Funds
3.46%
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
149
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$39.3M
2
Morgan Stanley
Morgan Stanley
New York
+$20.3M
3
IAS
IMA Advisory Services
Colorado
+$19.8M
4
Wells Fargo
Wells Fargo
California
+$18.6M
5
LPL Financial
LPL Financial
California
+$14.1M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$15M
2
EB
Eastern Bank
Massachusetts
-$3.84M
3
MC
McCarthy & Cox
Ohio
-$3.47M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.13M
5
LPT
Legacy Private Trust
Wisconsin
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$114M +$20.3M +1,095,932 +22%
Lido Advisors
2
Lido Advisors
California
$108M +$39.3M +2,121,197 +57%
Raymond James Financial
3
Raymond James Financial
Florida
$74.7M +$9.96M +537,376 +15%
LPL Financial
4
LPL Financial
California
$69.5M +$14.1M +762,319 +26%
Wells Fargo
5
Wells Fargo
California
$61.2M +$18.6M +1,003,588 +44%
ACA
6
Aptus Capital Advisors
Alabama
$56.5M +$6.2M +334,417 +12%
CA
7
Clearstead Advisors
Ohio
$54M +$1.43M +77,285 +3%
AWM
8
Avior Wealth Management
Nebraska
$48.1M +$7.23M +390,407 +18%
Invesco
9
Invesco
Georgia
$39.7M +$4.14M +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 +$3.87M +208,984 +12%
UBS Group
12
UBS Group
Switzerland
$32.8M +$3.67M +198,317 +13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$31.7M +$2.19M +118,043 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$30.3M +$3.01M +162,618 +11%
MCM
15
MAI Capital Management
Ohio
$28.3M +$6.23M +335,951 +28%
BCM
16
Brookstone Capital Management
Illinois
$24.2M -$711K -38,359 -3%
Stifel Financial
17
Stifel Financial
Missouri
$22.2M +$2.43M +130,899 +12%
CICC
18
Capital Investment Counsel (Colorado)
Colorado
$20.4M +$653K +35,256 +3%
IAS
19
IMA Advisory Services
Colorado
$19.8M +$19.8M +1,066,305 New
RIG
20
RiverFront Investment Group
Virginia
$18.8M +$1.86M +100,186 +11%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$18.3M -$3.13M -168,948 -15%
AUB
22
Atlantic Union Bankshares
Virginia
$18.3M +$1.29M +69,855 +8%
MA
23
MONECO Advisors
Connecticut
$17.6M +$5.04M +272,090 +40%
Osaic Holdings
24
Osaic Holdings
Arizona
$16.5M +$4.99M +269,478 +43%
HC
25
Headland Capital
South Carolina
$16M +$861K +46,489 +6%
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