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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

49 hedge funds and large institutions have $120M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 1

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

63% more funds holding

Funds holding: 30 → 49 (+19)

33% more capital invested

Capital invested by funds: $89.9M → $120M (+$29.9M)

3% more ownership

Funds ownership: 80.36% → 83.36% (+3%)

Holders
49
Holders Change
+19
Holders Change %
+63.33%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
17
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$12.1M
2
Truist Financial
Truist Financial
North Carolina
+$4.46M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.28M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.75M
5
LPL Financial
LPL Financial
California
+$1.67M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$6.56M
2
Jane Street
Jane Street
New York
-$581K
3
LPT
Legacy Private Trust
Wisconsin
-$556K
4
EB
Eastern Bank
Massachusetts
-$169K
5
AIP
Ameritas Investment Partners
Nebraska
-$152K
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
26
Ellevest Inc
New York
$432K +$15.2K +955 +4%
Morgan Stanley
27
Morgan Stanley
New York
$392K +$110K +6,937 +39%
Stifel Financial
28
Stifel Financial
Missouri
$266K +$264K +16,632 New
AC
29
Apella Capital
Connecticut
$265K -$18.8K -1,187 -7%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$240K +$239K +15,041 New
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$200K +$199K +12,544 New
GCA
32
Gradient Capital Advisors
California
$200K +$198K +12,500 New
CIA
33
Capital Investment Advisors
Georgia
$188K -$2.49K -157 -1%
AA
34
Ancora Advisors
Ohio
$168K +$167K +10,536 New
IBOK
35
Independence Bank of Kentucky
Kentucky
$142K +$130K +8,196 +1,159%
VCM
36
Vigilant Capital Management
Maine
$124K +$9.2K +580 +8%
FCB
37
First Command Bank
Texas
$114K – – –
FCFS
38
First Command Financial Services
Texas
$114K – – –
AIP
39
Ameritas Investment Partners
Nebraska
$106K -$152K -9,569 -59%
CAL
40
Capital Analysts LLC
Pennsylvania
$98K +$96.9K +6,108 New
SPIA
41
Steward Partners Investment Advisory
New York
$73.4K +$73K +4,600 New
KOCAA
42
Knights of Columbus Asset Advisors
Connecticut
$63.5K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$63K – – –
UBS Group
44
UBS Group
Switzerland
$39.7K -$126K -7,957 -76%
ST
45
Smithfield Trust
Pennsylvania
$29K +$159 +10 +0.6%
NA
46
NewEdge Advisors
Louisiana
$27.9K +$27.7K +1,745 New
PTC
47
Private Trust Company
Ohio
$21K +$21.2K +1,338 New
WBC
48
West Branch Capital
Massachusetts
$16.1K +$95 +6 +0.6%
TRCT
49
Tower Research Capital (TRC)
New York
$3K +$2.73K +172 New
Jane Street
50
Jane Street
New York
– -$581K -37,411 Closed
1
2

BSCU Hedge Fund Activity: Q4 2022 in Review

49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q4 2022, worth a combined $120M — up 33% from $89.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCU positions and 1 closed out — a net gain of 19 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.1M. The largest seller was Aptus Capital Advisors, cutting an estimated $6.56M.

  • 49 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q4 2022, up from 30 in Q3 2022.
  • Funds reported $120M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q4 2022 and 1 closed out, a net change of +19 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q4 2022 was Wells Fargo, an estimated $12.1M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q4 2022 was Aptus Capital Advisors, an estimated $6.56M sold.

Based on aggregated 13F filings for Q4 2022.