Invesco BulletShares 2029 Corporate Bond

BSCT • NASDAQ

Invesco BulletShares 2029 Corporate Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 282 institutional investors hold shares in this ETF, with total holdings valued at $1.8B. MORGAN STANLEY is the largest holder with a position valued at $136.4M.

Overview

Overview of institutional ownership in BSCT as of Q3 2025

All Institutions

Institutions: 282
Value Held: $1.8B
Shares Held: 95.0M
Avg Position: $6.3M
Median Position: $927.6K

Hedge Funds

Hedge Funds: 3
Value Held: $7.6M
Shares Held: 405.9K
Avg Position: $2.5M
Median Position: $2.7M

Biggest Investors

Institutions with the largest positions in BSCT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$136.4M 0.01% of portfolio	7.3M shares	Q2 2020 Held for 5y 5m	$1.65T
Lido Advisors, LLC RIA/Wealth	Jason Jay Ozur CEO	$114.4M 0.47% of portfolio	6.1M shares	Q2 2024 Held for 1y 5m	$24.2B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$98.4M 0.02% of portfolio	5.2M shares	Q4 2019 Held for 5y 11m	$488.50B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$88.1M 0.03% of portfolio	4.7M shares	Q4 2024 Held for 11 months	$310.43B
L LPL Financial LLC Institution	-	$70.5M 0.02% of portfolio	3.7M shares	Q2 2022 Held for 3y 5m	$340.07B
Aptus Capital Advisors, LLC ETF Provider	Brett Mathew Wickmann CCO	$65.6M 0.61% of portfolio	3.5M shares	Q3 2022 Held for 3y 2m	$10.8B
Hartland & Co., LLC RIA/Wealth	Bradley David Knapp CEO	$58.7M 0.86% of portfolio	3.1M shares	Q2 2024 Held for 1y 5m	$6.8B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$50.3M 0.01% of portfolio	2.7M shares	Q4 2020 Held for 4y 11m	$633.08B
Nelson, Van Denburg & Campbell Wealth Management Group, LLC RIA/Wealth	Britt Edward Campbell CEO	$49.3M 1.59% of portfolio	2.6M shares	Q1 2023 Held for 2y 8m	$3.1B
H Hills Bank & Trust Co Institution	-	$42.5M 2.50% of portfolio	2.3M shares	Q2 2024 Held for 1y 5m	$1.7B

Net Capital Flow

Institutional buying and selling activity for BSCT in Q3 2025

Traded: +$117.7M
Buyers: 209
Sellers: 47
Total Bought: +$153.8M
Total Sold: −$36.1M
Avg Position: $6.1M

Biggest Buyers

Institution	Net Bought	Current Position
WELLS FARGO & COMPANY/MN Institution	+$29.9M +1.6M shares	$98.4M 5.2M shares
MORGAN STANLEY RIA/Wealth	+$13.8M +735.7K shares	$136.4M 7.3M shares
L LPL Financial LLC Institution	+$6.6M +349.9K shares	$70.5M 3.7M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$5.3M +281.2K shares	$88.1M 4.7M shares
UBS Group AG Institution	+$4.9M +262.4K shares	$41.6M 2.2M shares
Aptus Capital Advisors, LLC ETF Provider	+$4.9M +259.1K shares	$65.6M 3.5M shares
R ROYAL BANK OF CANADA Institution	+$3.4M +181.4K shares	$37.7M 2.0M shares
Clark Asset Management, LLC RIA/Wealth	+$3.0M +159.3K shares	$15.8M 838.3K shares
G GPM Growth Investors, Inc. RIA/Wealth	+$3.0M +157.9K shares	$13.2M 700.4K shares
BANK OF AMERICA CORP /DE/ Institution	+$2.9M +152.6K shares	$40.7M 2.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$9.5M −507.6K shares	Sold Off 0 shares
Duncan Williams Asset Management, LLC RIA/Wealth	−$7.0M −372.7K shares	Sold Off 0 shares
Union Bankshares Corp Institution	−$4.1M −216.0K shares	$16.1M 855.1K shares
Legacy CG, LLC RIA/Wealth	−$2.6M −136.9K shares	Sold Off 0 shares
M Matthew Goff Investment Advisor, LLC Institution	−$2.0M −108.3K shares	Sold Off 0 shares
MANCHESTER FINANCIAL INC RIA/Wealth	−$1.5M −80.0K shares	$41.6M 2.2M shares
Carmel Capital Partners, LLC Hedge Fund•Value	−$1.4M −73.6K shares	$4.6M 243.0K shares
Eqis Capital Management, Inc. RIA/Wealth	−$996.7K −53.3K shares	Sold Off 0 shares
Geneos Wealth Management Inc. RIA/Wealth	−$762.8K −40.6K shares	$3.5M 187.1K shares
JPMORGAN CHASE & CO Institution	−$759.4K −40.4K shares	$4.3M 228.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BSCT in Q3 2025

New Positions: 24
New Value: $8.0M
Exited Positions: 12
Exited Value: $23.2M

New Positions

Institution	Position Value
Sowell Financial Services LLC RIA/Wealth	$2.6M 138.7K shares
Newport Capital Group, LLC RIA/Wealth	$786.3K 41.8K shares
G Global Wealth Strategies & Associates Institution	$774.3K 41.2K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$441.5K 23.5K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$365.3K 19.4K shares
Summit Financial, LLC RIA/Wealth	$338.7K 18.0K shares
Wealth Quarterback LLC RIA/Wealth	$301.8K 16.0K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$301.4K 16.0K shares
Axis Wealth Partners, LLC RIA/Wealth	$296.2K 15.7K shares
Strategic Family Wealth Counselors, L.L.C. RIA/Wealth	$260.2K 13.8K shares

Exited Positions

Institution	Previous Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$9.5M 507.6K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$7.0M 372.7K shares
Legacy CG, LLC RIA/Wealth	$2.6M 136.9K shares
M Matthew Goff Investment Advisor, LLC Institution	$2.0M 108.3K shares
Eqis Capital Management, Inc. RIA/Wealth	$996.7K 53.3K shares
Summit Investment Advisory Services, LLC RIA/Wealth	$439.7K 23.5K shares
H HRT FINANCIAL LLC Institution	$210.5K 11.3K shares
Nikulski Financial, Inc. RIA/Wealth	$193.6K 10.4K shares
GeoWealth Management, LLC RIA/Wealth	$174.4K 9.3K shares
B Berkshire Money Management, Inc. Institution	$51.0K 2.7K shares

Options Activity

Institutions with the largest Call and Put options positions in BSCT as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BSCT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
MANCHESTER FINANCIAL INC RIA/Wealth	Robert James Katch President	8.41% $41.6M	2.2M shares	Q2 2025 Held for 5 months	$495.4M
G GPM Growth Investors, Inc. RIA/Wealth	Timothy Griffin President	5.07% $13.2M	700.4K shares	Q2 2024 Held for 1y 5m	$259.9M
Headland Capital, LLC RIA/Wealth	David Whittle Upchurch Managing Partner	4.87% $17.4M	923.0K shares	Q4 2024 Held for 11 months	$356.2M
GILL CAPITAL PARTNERS, LLC RIA/Wealth	Leslie Squires Rojas CCO	3.81% $12.3M	655.0K shares	Q2 2020 Held for 5y 5m	$323.7M
Goepper Burkhardt LLC RIA/Wealth	John Bland Burkhardt Managing Partner	3.61% $10.6M	563.7K shares	Q1 2023 Held for 2y 8m	$293.4M
Wilkins Miller Wealth Management, LLC RIA/Wealth	Greg Alan Bowen CCO	3.35% $5.4M	291.7K shares	Q4 2024 Held for 11 months	$161.5M
Infinity Wealth Counsel, LLC RIA/Wealth	Christopher Robert Oberholzer President	3.32% $3.4M	181.1K shares	Q4 2024 Held for 11 months	$102.6M
Farnam Financial LLC RIA/Wealth	Jonathan David Bird Member	3.13% $4.0M	214.3K shares	Q3 2024 Held for 1y 2m	$128.7M
C CENTRAL VALLEY ADVISORS, LLC Institution	-	3.02% $9.6M	510.6K shares	Q4 2024 Held for 11 months	$318.4M
Capital Investment Counsel, LLC RIA/Wealth	Stephen John Dreiling Managing Partner	2.93% $19.6M	1.0M shares	Q2 2024 Held for 1y 5m	$670.2M

Hedge Fund Spotlight

Discover hedge funds investing in BSCT

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Invesco BulletShares 2029 Corporate Bond

Market Value: $2.7M
Shares Held: 143.5K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%