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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

54 hedge funds and large institutions have $149M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

24% more capital invested

Capital invested by funds: $120M → $149M (+$29.2M)

10% more funds holding

Funds holding: 49 → 54 (+5)

2.84% less ownership

Funds ownership: 83.36% → 80.52% (-2.8%)

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUB
Atlantic Union Bankshares
Virginia
+$8.49M
2
ACA
Aptus Capital Advisors
Alabama
+$6.65M
3
EB
Eastern Bank
Massachusetts
+$3.75M
4
Bank of America
Bank of America
North Carolina
+$2.82M
5
CCB
Country Club Bank
Missouri
+$1.14M

Top Sellers

1
Invesco
Invesco
Georgia
-$1.41M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
3
OMC
Old Mission Capital
Illinois
-$879K
4
LPT
Legacy Private Trust
Wisconsin
-$228K
5
Wells Fargo
Wells Fargo
California
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
26
Timber Creek Capital Management
Massachusetts
$746K +$310 +19 +0%
LPT
27
Legacy Private Trust
Wisconsin
$583K -$228K -14,008 -28%
SAM
28
Sawgrass Asset Management
Florida
$496K +$15.9K +972 +3%
RJA
29
Raymond James & Associates
Florida
$417K +$412K +25,271 New
EI
30
Ellevest Inc
New York
$413K -$33.3K -2,043 -8%
Stifel Financial
31
Stifel Financial
Missouri
$291K +$16.5K +1,009 +6%
Citadel Advisors
32
Citadel Advisors
Florida
$241K +$238K +14,623 New
KBFS
33
Kohmann Bosshard Financial Services
Ohio
$207K – – –
GCA
34
Gradient Capital Advisors
California
$206K – – –
FA
35
Fountainhead AM
New Jersey
$205K +$203K +12,455 New
CA
36
Calton & Associates
Florida
$190K +$188K +11,540 New
CIA
37
Capital Investment Advisors
Georgia
$188K -$5.77K -354 -3%
AA
38
Ancora Advisors
Ohio
$187K +$12.8K +786 +7%
IBOK
39
Independence Bank of Kentucky
Kentucky
$147K – – –
VCM
40
Vigilant Capital Management
Maine
$132K +$4.22K +259 +3%
FCB
41
First Command Bank
Texas
$124K +$6.36K +390 +5%
FCFS
42
First Command Financial Services
Texas
$124K +$6.36K +390 +5%
CAL
43
Capital Analysts LLC
Pennsylvania
$101K – – –
AIP
44
Ameritas Investment Partners
Nebraska
$100K -$8.77K -538 -8%
AA
45
Addison Advisors
Vermont
$86.4K +$85.5K +5,240 New
SPIA
46
Steward Partners Investment Advisory
New York
$76.7K +$815 +50 +1%
KOCAA
47
Knights of Columbus Asset Advisors
Connecticut
$65.5K – – –
BFEC
48
Benjamin F. Edwards & Company
Missouri
$65K – – –
UBS Group
49
UBS Group
Switzerland
$41K – – –
ST
50
Smithfield Trust
Pennsylvania
$29K -$1.19K -73 -4%
1
2
3

BSCU Hedge Fund Activity: Q1 2023 in Review

54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q1 2023, worth a combined $149M — up 24% from $120M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BSCU positions and 3 closed out — a net gain of 6 holders — while 27 added to existing stakes and 10 trimmed.

The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $8.49M. The largest seller was Invesco, cutting an estimated $1.41M.

  • 54 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q1 2023, up from 49 in Q4 2022.
  • Funds reported $149M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q1 2023, up 24% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q1 2023 and 3 closed out, a net change of +6 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q1 2023 was Atlantic Union Bankshares, an estimated $8.49M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q1 2023 was Invesco, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2023.