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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

65 hedge funds and large institutions have $173M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

338% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 8

20% more funds holding

Funds holding: 54 → 65 (+11)

16% more capital invested

Capital invested by funds: $149M → $173M (+$24.3M)

0.38% less ownership

Funds ownership: 80.52% → 80.13% (-0.38%)

Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.97M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.14M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.65M
4
Jane Street
Jane Street
New York
+$2.55M
5
LPL Financial
LPL Financial
California
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$3.39M
2
Invesco
Invesco
Georgia
-$1.49M
3
CA
Calton & Associates
Florida
-$190K
4
FA
Forefront Analytics
Pennsylvania
-$123K
5
LPT
Legacy Private Trust
Wisconsin
-$23.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$1.06M +$79.3K +4,850 +8%
RJA
27
Raymond James & Associates
Florida
$946K +$542K +33,122 +131%
CAM
28
Clark Asset Management
New Hampshire
$759K +$7.47K +457 +1%
TCCM
29
Timber Creek Capital Management
Massachusetts
$715K -$18.1K -1,106 -2%
FA
30
Forefront Analytics
Pennsylvania
$700K -$123K -7,504 -15%
AA
31
Addison Advisors
Vermont
$553K +$472K +28,870 +551%
SPC
32
Sigma Planning Corp
Michigan
$551K +$556K +33,995 New
LPT
33
Legacy Private Trust
Wisconsin
$550K -$23.1K -1,413 -4%
SAM
34
Sawgrass Asset Management
Florida
$511K +$24.4K +1,495 +5%
WSTAM
35
Wilbanks Smith & Thomas Asset Management
Virginia
$439K +$443K +27,098 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$437K +$67K +4,100 +18%
EI
37
Ellevest Inc
New York
$413K +$8K +489 +2%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$316K +$319K +19,492 New
Stifel Financial
39
Stifel Financial
Missouri
$301K +$15.6K +954 +5%
SFG
40
Sterling Financial Group
California
$253K +$256K +15,636 New
FA
41
Fountainhead AM
New Jersey
$251K +$49.4K +3,023 +24%
CIA
42
Capital Investment Advisors
Georgia
$220K +$35.9K +2,196 +19%
KBFS
43
Kohmann Bosshard Financial Services
Ohio
$203K – – –
GCA
44
Gradient Capital Advisors
California
$203K – – –
FAG
45
Financial Advisory Group
Texas
$194K +$196K +11,968 New
AA
46
Ancora Advisors
Ohio
$183K – – –
SM
47
Sensible Money
Arizona
$178K +$179K +10,974 New
AC
48
Apella Capital
Connecticut
$172K +$174K +10,640 New
AAS
49
Avantax Advisory Services
Texas
$165K +$167K +10,190 New
IBOK
50
Independence Bank of Kentucky
Kentucky
$156K +$11.4K +699 +8%
1
2
3

BSCU Hedge Fund Activity: Q2 2023 in Review

65 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q2 2023, worth a combined $173M — up 16% from $149M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSCU positions and 2 closed out — a net gain of 11 holders — while 35 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.97M. The largest seller was Aptus Capital Advisors, cutting an estimated $3.39M.

  • 65 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q2 2023, up from 54 in Q1 2023.
  • Funds reported $173M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q2 2023 and 2 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q2 2023 was Morgan Stanley, an estimated $5.97M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q2 2023 was Aptus Capital Advisors, an estimated $3.39M sold.

Based on aggregated 13F filings for Q2 2023.