BSCT Institutional Ownership
Invesco BulletShares 2029 Corporate Bond ETF
1W: -0.2%
1M: -1.4%
3M: -1.8%
YTD: -2.7%
1Y: -2.8%
3Y: +15.0%
5Y: +0.4%
$18.20
-0.04 (-0.19%)
Weekly Expected Move ±0.4%
$18
$18
$18
$18
$18
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSCT
369
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
37
New Positions
188
Increased
93
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (385 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,596,451 | $175M | +659,715 | +7.4% | 25Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 6,867,873 | $125M | +18,681 | +0.3% | 27Q | SEC ↗ |
| 3 | Lido Advisors, LLC | 5,824,764 | $106M | -521,746 | -8.2% | 9Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 5,450,614 | $99M | +733,369 | +15.5% | 7Q | SEC ↗ |
| 5 | LPL Financial LLC | 5,418,387 | $99M | +667,322 | +14.0% | 17Q | SEC ↗ |
| 6 | Clearstead Advisors, LLC | 3,664,565 | $67M | +53,530 | +1.5% | 9Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 3,658,064 | $67M | +170,758 | +4.9% | 15Q | SEC ↗ |
| 8 | Invesco Ltd. | 3,599,890 | $66M | +422,629 | +13.3% | 17Q | SEC ↗ |
| 9 | UBS Group AG | 2,790,031 | $51M | +217,489 | +8.5% | 26Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 2,749,889 | $50M | +304,726 | +12.5% | 27Q | SEC ↗ |
| 11 | Avior Wealth Management, LLC | 2,357,478 | $43M | -242,238 | -9.3% | 14Q | SEC ↗ |
| 12 | MAI Capital Management | 2,291,285 | $42M | +59,606 | +2.7% | 7Q | SEC ↗ |
| 13 | MANCHESTER FINANCIAL INC | 2,277,588 | $41M | +40,652 | +1.8% | 5Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 2,274,983 | $41M | +147,973 | +7.0% | 13Q | SEC ↗ |
| 15 | TLWM | 1,598,888 | $29M | +33,179 | +2.1% | 14Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 1,574,340 | $29M | +19,526 | +1.3% | 21Q | SEC ↗ |
| 17 | RiverFront Investment Group, LLC | 1,475,777 | $27M | +97,420 | +7.1% | 10Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 1,460,404 | $27M | +8,045 | +0.6% | 24Q | SEC ↗ |
| 19 | MONECO ADVISORS, LLC | 1,452,021 | $26M | +122,164 | +9.2% | 13Q | SEC ↗ |
| 20 | Clark Asset Management, LLC | 1,407,457 | $26M | +162,638 | +13.1% | 15Q | SEC ↗ |
| 21 | Anchor Investment Management, LLC | 1,243,500 | $23M | +104,382 | +9.2% | 6Q | SEC ↗ |
| 22 | DAVIS R M INC | 1,237,482 | $23M | +262,195 | +26.9% | 15Q | SEC ↗ |
| 23 | Atlantic Union Bankshares Corp | 1,232,875 | $22M | +194,472 | +18.7% | 15Q | SEC ↗ |
| 24 | Brookstone Capital Management | 1,218,293 | $22M | -38,926 | -3.1% | 7Q | SEC ↗ |
| 25 | Janney Montgomery Scott LLC | 1,202,868 | $22M | +38,622 | +3.3% | 22Q | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 1,196,098 | $22M | +278,650 | +30.4% | 13Q | SEC ↗ |
| 27 | Hills Bank & Trust Co | 1,046,645 | $19M | -1,405,891 | -57.3% | 9Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 1,040,435 | $19M | +206,681 | +24.8% | 12Q | SEC ↗ |
| 29 | Headland Capital, LLC | 1,023,299 | $19M | +57,959 | +6.0% | 7Q | SEC ↗ |
| 30 | Capital Investment Counsel, LLC | 951,103 | $17M | -10,327 | -1.1% | 9Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 897,404 | $16M | +701,568 | +358.2% | 13Q | SEC ↗ |
| 32 | SHUFRO ROSE & CO LLC | 872,220 | $16M | +21,451 | +2.5% | 10Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 808,845 | $15M | +117,907 | +17.1% | 11Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 791,027 | $14M | +5,267 | +0.7% | 13Q | SEC ↗ |
| 35 | Goepper Burkhardt LLC | 743,819 | $14M | +79,993 | +12.1% | 14Q | SEC ↗ |
| 36 | Asset Dedication, LLC | 683,131 | $12M | +22,871 | +3.5% | 27Q | SEC ↗ |
| 37 | KIRR MARBACH & CO LLC /IN | 676,416 | $12M | -3,041 | -0.4% | 7Q | SEC ↗ |
| 38 | AMERIPRISE FINANCIAL INC | 668,406 | $12M | +79,943 | +13.6% | 15Q | SEC ↗ |
| 39 | GILL CAPITAL PARTNERS, LLC | 659,467 | $12M | -5,689 | -0.9% | 25Q | SEC ↗ |
| 40 | JONES FINANCIAL COMPANIES LLLP | 658,474 | $12M | +130,480 | +24.7% | 9Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 646,234 | $12M | +189,877 | +41.6% | 11Q | SEC ↗ |
| 42 | Carrera Capital Advisors | 620,177 | $11M | +20,349 | +3.4% | 5Q | SEC ↗ |
| 43 | Cornerstone Planning, LLC | 608,133 | $11M | +14,380 | +2.4% | 3Q | SEC ↗ |
| 44 | Straight Path Wealth Management | 599,064 | $11M | +12,839 | +2.2% | 15Q | SEC ↗ |
| 45 | COOKSON PEIRCE & CO INC | 595,631 | $11M | +7,467 | +1.3% | 23Q | SEC ↗ |
| 46 | GPM Growth Investors, Inc. | 583,177 | $11M | -132,514 | -18.5% | 9Q | SEC ↗ |
| 47 | CVFG LLC | 574,819 | $10M | +14,127 | +2.5% | 2Q | SEC ↗ |
| 48 | CENTRAL VALLEY ADVISORS, LLC | 572,218 | $10M | -5,935 | -1.0% | 7Q | SEC ↗ |
| 49 | First International Bank of Israel Ltd | 540,000 | $10M | — | +0.0% | 5Q | SEC ↗ |
| 50 | HUB Investment Partners, LLC | 484,980 | $9M | +59,004 | +13.9% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 355,165 | $6M |
| Odyssey Group, LLC | 319,704 | $6M |
| Apollon Wealth Management, LLC | 215,958 | $4M |
| Kinetic Wealth Investment Advisors | 176,303 | $3M |
| J.W. COLE ADVISORS, INC. | 85,737 | $2M |
| Parallel Advisors, LLC | 52,165 | $950K |
| CITY HOLDING CO | 45,150 | $822K |
| JANE STREET GROUP, LLC | 31,036 | $565K |
| AXXCESS WEALTH MANAGEMENT, LLC | 29,532 | $538K |
| Wedmont Private Capital | 26,650 | $485K |
| Focus Partners Advisor Solutions, L | 24,601 | $448K |
| Compton Financial Group, LLC | 16,671 | $303K |
| WealthCare Asset Management, LLC | 15,614 | $284K |
| McElhenny Sheffield Capital Managem | 14,531 | $265K |
| Tennessee Valley Asset Management P | 14,314 | $261K |
| Modern Wealth Management, LLC | 14,173 | $258K |
| Vestmark Advisory Solutions, Inc. | 13,909 | $253K |
| Xcelsior Advisor Partners LLC | 13,712 | $250K |
| Berman McAleer LLC | 13,215 | $241K |
| Coastal Bridge Advisors, LLC | 11,370 | $207K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Focus Partners Wealth | 735,933 | $13M |
| Independent Advisor Alliance | 563,065 | $10M |
| Thrivent Financial for Lutherans | 560,124 | $10M |
| Motley Fool Wealth Management, LLC | 410,629 | $7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 339,539 | $6M |
| Souders Financial Advisors | 227,085 | $4M |
| OLD MISSION CAPITAL LLC | 78,375 | $1M |
| OLD NATIONAL BANCORP /IN | 26,892 | $490K |
| GOLDMAN SACHS GROUP INC | 24,569 | $447K |
| RFG Advisory, LLC | 23,017 | $419K |
| Diversified Portfolios, Inc. | 14,479 | $264K |
| Ascentis Independent Advisors | 13,828 | $252K |
| Flaharty Asset Management, LLC | 13,600 | $248K |
| Quartz Partners, LLC | 13,518 | $246K |
| Valmark Advisers, Inc. | 11,539 | $210K |
| Cambridge Financial Group, LLC | 11,534 | $210K |
| Certified Advisory Corp | 10,816 | $197K |
| Advisory Services Network, LLC | 8,079 | $147K |
| Align Financial, LLC | 6,592 | $120K |
| ADVISORTRUST PARTNERS, LLC | 3,974 | $72K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +733,369 | +15.5% | 5,450,614 |
| Kestra Advisory Services, LLC | +701,568 | +358.2% | 897,404 |
| LPL Financial LLC | +667,322 | +14.0% | 5,418,387 |
| MORGAN STANLEY | +659,715 | +7.4% | 9,596,451 |
| Invesco Ltd. | +422,629 | +13.3% | 3,599,890 |
| ROYAL BANK OF CANADA | +304,726 | +12.5% | 2,749,889 |
| Baird Financial Group, Inc. | +278,650 | +30.4% | 1,196,098 |
| DAVIS R M INC | +262,195 | +26.9% | 1,237,482 |
| UBS Group AG | +217,489 | +8.5% | 2,790,031 |
| MML INVESTORS SERVICES, LLC | +206,681 | +24.8% | 1,040,435 |
| Atlantic Union Bankshares Corp | +194,472 | +18.7% | 1,232,875 |
| Cetera Investment Advisers | +189,877 | +41.6% | 646,234 |
| BANK OF AMERICA CORP /DE | +170,758 | +4.9% | 3,658,064 |
| TRUIST FINANCIAL CORP | +164,290 | +145.0% | 277,628 |
| Clark Asset Management, LLC | +162,638 | +13.1% | 1,407,457 |
| FCA CORP /TX | +156,304 | +169.3% | 248,603 |
| Savvy Advisors, Inc. | +147,979 | +1175.6% | 160,566 |
| ENVESTNET ASSET MANAGEMENT INC | +147,973 | +7.0% | 2,274,983 |
| JONES FINANCIAL COMPANIES LLLP | +130,480 | +24.7% | 658,474 |
| MONECO ADVISORS, LLC | +122,164 | +9.2% | 1,452,021 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Hills Bank & Trust Co | -1,405,891 | -57.3% | 1,046,645 |
| IMA Advisory Services, Inc. | -1,209,543 | -96.8% | 40,608 |
| Lido Advisors, LLC | -521,746 | -8.2% | 5,824,764 |
| KICKSTAND VENTURES, LLC. | -469,913 | -91.9% | 41,159 |
| Sowell Financial Services LLC | -327,209 | -90.5% | 34,423 |
| Avior Wealth Management, LLC | -242,238 | -9.3% | 2,357,478 |
| Addison Advisors LLC | -152,446 | -49.0% | 158,647 |
| JPMORGAN CHASE & CO | -132,684 | -47.7% | 145,350 |
| GPM Growth Investors, Inc. | -132,514 | -18.5% | 583,177 |
| Sanctuary Advisors, LLC | -125,706 | -27.3% | 334,652 |
| KEYBANK NATIONAL ASSOCIATION/OH | -84,397 | -59.5% | 57,364 |
| EVEXIA WEALTH LLC | -79,186 | -52.0% | 73,173 |
| CWM, LLC | -69,751 | -12.8% | 473,413 |
| Decker Wealth Management LLC | -64,300 | -16.3% | 331,204 |
| Atria Investments, Inc | -55,332 | -25.2% | 164,216 |
| Apeiron RIA LLC | -39,782 | -57.7% | 29,127 |
| Brookstone Capital Management | -38,926 | -3.1% | 1,218,293 |
| CITADEL ADVISORS LLC | -29,823 | -14.5% | 176,133 |
| Net Worth Advisory Group | -24,983 | -52.2% | 22,843 |
| Key Financial Inc | -22,140 | -36.3% | 38,807 |