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Invesco BulletShares 2029 Corporate Bond ETF (BSCT) Institutional Ownership

Invesco BulletShares 2029 Corporate Bond ETF logo
$18.55 0.00 (0.00%)
As of 05/22/2026 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT)

Number of
Institutional Buyers
(last 12 months)
280
Total
Institutional Inflows
(last 12 months)
$592.80M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$69.38M
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BSCT Institutional Buying and Selling by Quarter

Invesco BulletShares 2029 Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Coastline Complete Wealth LLC209,188$3.90M2.4%+18.5%0.140%
5/19/2026 Western Wealth Management LLC22,355$417K0.0%+3.2%0.015%
5/19/2026 Bank of America Corp DE3,487,306$65.07M0.0%+32.0%2.327%
5/18/2026 Royal Bank of Canada2,445,163$45.63M0.0%+13.4%1.632%
5/15/2026 Waverly Advisors LLC25,868$483K0.0%+2.4%0.017%
5/14/2026 FCA Corp TX92,299$1.72M0.5%+13.5%0.062%
5/14/2026 Davis R M Inc.975,287$18.20M0.3%+32.7%0.651%
5/14/2026 Lido Advisors LLC6,346,510$118.43M0.4%-0.6%4.235%
5/13/2026 Cetera Investment Advisers456,357$8.52M0.0%+32.1%0.305%
5/13/2026 Goepper Burkhardt LLC663,826$12.39M4.1%+5.7%0.443%
5/7/2026 Hanover Advisors Inc.55,155$1.03M0.4%+8.4%0.037%
5/7/2026 Continuum Wealth Advisors LLC72,632$1.36M0.6%+27.5%0.048%
5/7/2026 Pacific Wealth Strategies Group Inc.114,714$2.14M1.3%+38.6%0.077%
5/7/2026 Decker Wealth Management LLC395,504$7.38M1.7%N/A0.264%
5/7/2026 Koss Olinger Consulting LLC22,380$418K0.0%N/A0.015%
5/6/2026 IMA Advisory Services Inc.1,250,151$23.33M2.3%+2.3%0.834%
5/6/2026 Advisortrust Partners LLC3,974$74K0.0%N/A0.003%
5/6/2026 Oder Investment Management LLC93,532$1.75M1.3%+8.1%0.062%
5/6/2026 Independent Financial Group LLC21,412$400K0.0%N/A0.014%
5/5/2026 Quartz Partners LLC13,518$252K0.1%-12.0%0.009%
5/5/2026 Geneos Wealth Management Inc.216,047$4.03M0.1%+5.6%0.144%
5/5/2026 Sanctuary Advisors LLC460,358$8.59M0.0%+10.6%0.307%
5/5/2026 Sigma Planning Corp114,428$2.14M0.1%+3.7%0.076%
5/4/2026 Milestones Private Investment Advisors LLC137,373$2.56M2.3%-0.6%0.092%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management183,576$3.43M0.1%+1.1%0.123%
5/4/2026 Parr Mcknight Wealth Management Group LLC313,815$5.86M0.8%+11.5%0.209%
5/4/2026 Paradiem LLC411,874$7.69M1.7%N/A0.275%
5/2/2026 Anchor Investment Management LLC1,139,118$21.26M1.8%+3,204.2%0.760%
5/2/2026 Valmark Advisers Inc.11,539$215K0.0%N/A0.008%
5/2/2026 Carnegie Investment Counsel315,132$5.88M0.1%+25.5%0.210%
5/2/2026 SFE Investment Counsel324,359$6.05M1.0%+5.6%0.216%
5/1/2026 Fifth Third Bancorp49,959$932K0.0%+4,214.2%0.033%
5/1/2026 Independence Bank of Kentucky62,665$1.17M0.1%+3.7%0.042%
5/1/2026 Carmel Capital Partners LLC351,205$6.55M2.4%+7.3%0.235%
4/30/2026 Kestra Advisory Services LLC195,836$3.65M0.0%-7.8%0.131%
4/29/2026 Cvfg LLC560,692$10.46M1.3%N/A0.375%
4/29/2026 Montag A & Associates Inc.31,108$580K0.0%-20.2%0.021%
4/29/2026 ArborFi Advisors LLC79,403$1.48M1.2%+3.5%0.053%
4/29/2026 Unified Investment Management62,620$1.17M1.2%+2.4%0.042%
4/28/2026 Kathmere Capital Management LLC354,731$6.62M0.4%-0.3%0.237%
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4/28/2026 Ascentis Independent Advisors13,828$258K0.0%N/A0.009%
4/28/2026 Stephens Inc. AR198,362$3.70M0.0%+8.8%0.133%
4/27/2026 Apeiron RIA LLC68,909$1.29M0.3%+16.6%0.046%
4/27/2026 HB Wealth Management LLC33,958$634K0.0%+6.6%0.023%
4/27/2026 Private Advisor Group LLC235,211$4.39M0.0%+11.2%0.157%
4/25/2026 Livet Wealth LLC108,092$2.02M1.3%+6.2%0.073%
4/25/2026 Keybank National Association OH141,761$2.65M0.0%-37.9%0.095%
4/25/2026 GPM Growth Investors Inc.715,691$13.36M5.6%+0.3%0.480%
4/25/2026 4Thought Financial Group Inc.46,259$863K0.4%+6.9%0.031%
4/24/2026 American Institute for Advanced Investment Management LLP36,390$679K0.4%+21.4%0.024%
4/24/2026 Key Financial Inc60,947$1.14M0.2%+6.2%0.041%
4/23/2026 Kohmann Bosshard Financial Services LLC62,100$1.16M0.1%-2.6%0.042%
4/23/2026 Manchester Financial Inc.2,236,936$41.74M8.0%-0.4%1.502%
4/23/2026 Capital Investment Counsel LLC961,430$17.94M2.5%-5.8%0.645%
4/23/2026 SJS Investment Consulting Inc.36,807$687K0.1%+65.1%0.025%
4/22/2026 Janney Montgomery Scott LLC1,164,246$21.73M0.1%+22.7%0.782%
4/22/2026 Wilkins Miller Wealth Management LLC318,058$5.94M3.6%+2.2%0.214%
4/22/2026 Semitam Bonam LLC101,095$1.89M1.5%+9.2%0.068%
4/22/2026 Trilogy Capital Inc.246,956$4.61M0.2%+4.1%0.166%
4/22/2026 Towne Trust Company N.A50,660$945K0.3%+7.2%0.034%
4/21/2026 Topsail Wealth Management LLC2,400$45K0.0%+60.0%0.002%
4/21/2026 AA Financial Advisors LLC327,238$6.11M0.9%-24.5%0.220%
4/21/2026 OLD National Bancorp IN26,892$502K0.0%N/A0.018%
4/20/2026 Apella Capital LLC54,987$1.03M0.0%-3.3%0.037%
4/18/2026 BCS Wealth Management284,033$5.30M1.1%-48.0%0.190%
4/18/2026 Legacy Wealth Partners LLC17,825$333K0.1%-4.2%0.012%
4/17/2026 Kirr Marbach & Co. LLC IN679,457$12.68M2.3%+4.1%0.455%
4/17/2026 Certified Advisory Corp10,816$202K0.0%-15.7%0.007%
4/17/2026 Novare Capital Management LLC202,151$3.77M0.3%+2.6%0.135%
4/17/2026 Webster Bank N. A.196,660$3.67M0.3%+231.9%0.132%
4/17/2026 Matthew Goff Investment Advisor LLC77,576$1.45M0.2%-5.4%0.052%
4/17/2026 Clark Asset Management LLC1,244,819$23.23M2.2%+24.2%0.834%
4/17/2026 Brookstone Capital Management1,257,219$23.46M0.3%+1.7%0.842%
4/16/2026 True Vision MN LLC112,028$2.09M1.1%+1.4%0.075%
4/16/2026 Evexia Wealth LLC152,359$2.85M0.8%+16.9%0.102%
4/15/2026 Aspen Investment Management Inc151,230$2.82M0.9%+0.4%0.101%
3/17/2026 Cornerstone Planning LLC390,874$7.37M1.6%N/A0.269%
3/17/2026 Rockefeller Capital Management L.P.2,313$44K0.0%+41.7%0.002%
2/27/2026 Financially in Tune LLC18,093$341K0.3%N/A0.012%
2/26/2026 Anchor Investment Management LLC34,475$649K0.1%+121.3%0.024%
2/25/2026 Tempo Wealth LLC56,406$1.06M0.2%N/A0.039%
2/24/2026Coastline Complete Wealth LLC176,559$3.33M2.1%N/A0.121%
2/19/2026 Claris Financial LLC11,459$216K0.1%N/A0.008%
2/19/2026 Invesco Ltd.2,905,659$54.73M0.0%+8.7%1.997%
2/18/2026 Mercer Global Advisors Inc. ADV878,491$16.55M0.0%+3,855.9%0.604%
2/18/2026 Beacon Pointe Advisors LLC128,735$2.43M0.0%+703.5%0.088%
2/18/2026 EP Wealth Advisors LLC48,709$917K0.0%N/A0.033%
2/18/2026 NewEdge Advisors LLC723,538$13.63M0.0%-3.4%0.497%
2/18/2026 Vista Investment Management56,426$1.06M0.3%+77.6%0.039%
2/18/2026 VestGen Advisors LLC100,904$1.90M0.1%-63.1%0.069%
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2/18/2026 Align Financial LLC6,592$124K0.0%N/A0.005%
2/17/2026 AQR Capital Management LLC20,830$392K0.0%+7.2%0.014%
2/17/2026 Cetera Investment Advisers345,532$6.51M0.0%-16.2%0.237%
2/17/2026 Equitable Holdings Inc.207,094$3.90M0.0%+18.4%0.142%
2/17/2026 Osaic Holdings Inc.1,048,418$19.75M0.0%+5.5%0.721%
2/17/2026 Advisory Services Network LLC19,553$368K0.0%+149.3%0.013%
2/17/2026 Private Advisor Group LLC211,553$3.99M0.0%+0.6%0.145%
2/17/2026 Guardian Wealth Advisors LLC NC158,548$2.99M0.2%-0.4%0.109%
2/17/2026 Clark Capital Management Group Inc.15,116$285K0.0%N/A0.010%
2/17/2026 Captrust Financial Advisors191,585$3.61M0.0%+20.2%0.132%


BSCT Institutional Ownership - Frequently Asked Questions

During the previous two years, 344 institutional investors and hedge funds held shares of Invesco BulletShares 2029 Corporate Bond ETF. The most heavily invested institutionals were Morgan Stanley ($156.12M), Lido Advisors LLC ($118.43M), Wells Fargo & Company MN ($115.91M), Raymond James Financial Inc. ($88.12M), LPL Financial LLC ($81.91M), Aptus Capital Advisors LLC ($69.08M), and Bank of America Corp DE ($65.07M).Learn more on Invesco BulletShares 2029 Corporate Bond ETF's institutional investors.

Of the 334 institutional investors that purchased Invesco BulletShares 2029 Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.68M), Lido Advisors LLC ($3.50M), LPL Financial LLC ($2.51M), Manchester Financial Inc. ($2.33M), Aptus Capital Advisors LLC ($2.31M), Hills Bank & Trust Co ($2.21M), and Raymond James & Associates ($1.79M).

Institutional investors have bought a total of 31,592,007 shares in the last 24 months. This purchase volume represents approximately $592.80M in transactions.

Of the 73 institutional investors that sold Invesco BulletShares 2029 Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Laurel Wealth Advisors LLC ($719.10K), Jane Street Group LLC ($334.50K), BCS Wealth Management ($277.03K), Atlantic Union Bankshares Corp ($216.02K), AA Financial Advisors LLC ($213.21K), VestGen Advisors LLC ($172.32K), and Motley Fool Wealth Management LLC ($146.14K).

Institutional investors have sold a total of 3,697,342 shares in the last 24 months. This volume of shares sold represents approximately $69.38M in transactions.



This page (NASDAQ:BSCT) was last updated on 5/25/2026 by MarketBeat.com Staff.
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