INVESCO BULLETSHARES 2029 CO (BSCT) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2029 CO (BSCT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Mercer Global Advisors Inc, Wells Fargo & Company/Mn, Morgan Stanley, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+695,111+11.3%6,849,192$127.81MQ1 2026Jul 08, 2026
Hobbs Group Advisors, LlcBuy+323+0.9%35,652$665.28KQ1 2026May 20, 2026
Western Wealth Management, LlcBuy+700+3.2%22,355$417.15KQ1 2026May 19, 2026
Bank Of America CorpBuy+845,134+32.0%3,487,306$65.07MQ1 2026May 18, 2026
Claris Financial LlcBuy+56+0.5%11,515$214.88KQ1 2026May 18, 2026
Mercer Global Advisors IncSell-784,032-89.2%94,459$1.76MQ1 2026May 15, 2026
Morgan StanleyBuy+647,988+7.8%8,936,736$166.76MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+403,941+38.5%1,452,359$27.10MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+339,539—339,539$6.34MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+289,430+13.4%2,445,163$45.63MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+205,956—205,956$3.84MQ1 2026May 15, 2026
&PartnersBuy+193,608+94.5%398,467$7.43MQ1 2026May 15, 2026
Mai Capital ManagementBuy+163,845+7.9%2,231,679$41.64MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+104,474+81.2%233,209$4.35MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+103,077+24.3%527,994$9.80MQ1 2026May 15, 2026
Old Mission Capital LlcBuy+78,375—78,375$1.46MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+45,617+50.0%136,797$2.55MQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+40,653+21.2%232,238$4.33MQ1 2026May 15, 2026
Mission Wealth Management, LpBuy+28,473—28,473$531.32KQ1 2026May 15, 2026
Focus Partners WealthSell-26,805-3.5%735,933$13.73MQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+20,308+9.8%227,402$4.28MQ1 2026May 15, 2026
Shufro Rose & Co LlcBuy+18,297+2.2%850,769$15.88MQ1 2026May 15, 2026
Huntington National BankSell-16,725-11.7%126,246$2.36MQ1 2026May 15, 2026
Hub Investment Partners, LlcBuy+16,415+4.0%425,976$7.95MQ1 2026May 15, 2026
Ancora Advisors LlcSell-13,450-82.9%2,765$51.60KQ1 2026May 15, 2026
Advisory Services Network, LlcSell-11,474-58.7%8,079$150.76KQ1 2026May 15, 2026
Gts Securities LlcSell-10,858-49.7%10,990$205.07KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+9,497+23.5%49,932$931.76KQ1 2026May 15, 2026
United Capital Financial Advisors, LlcBuy+8,522+44.5%27,684$516.03KQ1 2026May 15, 2026
Vista Investment ManagementBuy+6,863+12.2%63,289$1.18MQ1 2026May 15, 2026
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Frequently asked questions about BSCT activity

  • Which institutional owners are buying BSCT?

    Institutional owners buying BSCT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BSCT activity?

    "Buy" means an investor increased their reported position in BSCT compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2029 CO (BSCT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSCT increasing?

    Institutional interest in BSCT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.