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Invesco BulletShares 2030 Corporate Bond ETF

101 hedge funds and large institutions have $406M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

188% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 16

95% more capital invested

Capital invested by funds: $208M → $406M (+$198M)

40% more funds holding

Funds holding: 72101 (+29)

12.15% more ownership

Funds ownership: 78.19%90.34% (+12%)

Holders
101
Holders Change
+29
Holders Change %
+40.28%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
46
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.23M +$3.08M +193,959 New
NCM
27
Novare Capital Management
North Carolina
$2.39M -$65K -4,099 -3%
AA
28
Addison Advisors
Vermont
$2.21M +$681K +42,925 +48%
GB
29
Goepper Burkhardt
South Carolina
$2.17M +$1.87M +117,750 +796%
Osaic Holdings
30
Osaic Holdings
Arizona
$2M -$1.08M -68,324 -36%
SAM
31
Secure Asset Management
Michigan
$1.94M +$1.85M +116,730 New
EWM
32
Empirical Wealth Management
Washington
$1.6M +$1.52M +95,946 New
GCM
33
G2 Capital Management
Ohio
$1.41M +$1.34M +84,469 New
BCFS
34
Butensky & Cohen Financial Security
Florida
$1.11M -$23.5K -1,482 -2%
HWM
35
Horizons Wealth Management
North Carolina
$1.05M +$992K +62,537 +7,740%
FTUS
36
Flow Traders U.S.
New York
$1.05M +$1M +63,046 New
CAM
37
Clark Asset Management
New Hampshire
$1.03M +$550K +34,653 +127%
EH
38
Equitable Holdings
New York
$1.02M -$171K -10,807 -15%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$997K +$499K +31,474 +111%
IF
40
Ironwood Financial
Arizona
$958K +$914K +57,582 New
MML Investors Services
41
MML Investors Services
Massachusetts
$956K +$309K +19,472 +51%
SAM
42
Sawgrass Asset Management
Florida
$937K +$237K +14,937 +36%
Stifel Financial
43
Stifel Financial
Missouri
$901K +$523K +32,938 +155%
EI
44
Ellevest Inc
New York
$806K +$237K +14,942 +45%
TCCM
45
Timber Creek Capital Management
Massachusetts
$802K +$84.3K +5,312 +12%
BWM
46
BCS Wealth Management
Tennessee
$781K +$745K +46,960 New
FA
47
Forefront Analytics
Pennsylvania
$732K +$6.54K +412 +0.9%
HSWS
48
Higgins & Schmidt Wealth Strategies
Colorado
$720K +$687K +43,272 New
Ameriprise
49
Ameriprise
Minnesota
$699K +$667K +42,015 New
MTWM
50
Masso Torrence Wealth Management
New Jersey
$659K +$628K +39,593 New

BSCU Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q4 2023, worth a combined $406M — up 95% from $208M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BSCU positions and 4 closed out — a net gain of 29 holders — while 46 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.7M. The largest seller was HighTower Advisors, cutting an estimated $1.68M.

  • 101 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q4 2023, up from 72 in Q3 2023.
  • Funds reported $406M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q4 2023, up 95% quarter-over-quarter.
  • 33 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q4 2023 and 4 closed out, a net change of +29 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $47.7M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q4 2023 was HighTower Advisors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q4 2023.