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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

115 hedge funds and large institutions have $499M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 8

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $406M → $499M (+$93.5M)

14% more funds holding

Funds holding: 101 → 115 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13.13% less ownership

Funds ownership: 90.34% → 77.21% (-13%)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
76
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Hengehold Capital Management
Ohio
+$18.1M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$15.4M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$11.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.12M
5
RJA
Raymond James & Associates
Florida
+$8.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$24.4M
2
LPT
Legacy Private Trust
Wisconsin
-$4.37M
3
FTUS
Flow Traders U.S.
New York
-$1.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$568K
5
DWG
Darden Wealth Group
Michigan
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.26M +$1.08M +65,902 +34%
LPT
27
Legacy Private Trust
Wisconsin
$4.19M -$4.37M -266,432 -51%
CCB
28
Country Club Bank
Missouri
$4.18M -$89.1K -5,429 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.34M +$1.37M +83,416 +69%
GB
30
Goepper Burkhardt
South Carolina
$3.04M +$905K +55,150 +42%
AA
31
Addison Advisors
Vermont
$2.62M +$435K +26,523 +20%
NCM
32
Novare Capital Management
North Carolina
$2.6M +$243K +14,829 +10%
EWM
33
Empirical Wealth Management
Washington
$2.2M +$629K +38,336 +40%
SAM
34
Secure Asset Management
Michigan
$2.13M +$216K +13,139 +11%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.1M +$1.16M +70,634 +123%
CAM
36
Clark Asset Management
New Hampshire
$1.66M +$646K +39,356 +64%
PAG
37
Private Advisor Group
New Jersey
$1.45M +$1.46M +88,729 New
GCM
38
G2 Capital Management
Ohio
$1.4M +$15K +914 +1%
SAM
39
Sawgrass Asset Management
Florida
$1.39M +$471K +28,720 +51%
MA
40
MONECO Advisors
Connecticut
$1.35M +$935K +57,009 +225%
SAM
41
Smartleaf Asset Management
Massachusetts
$1.32M +$1.32M +80,541 New
ECM
42
Exchange Capital Management
Michigan
$1.32M +$973K +59,326 +281%
SPWM
43
Straight Path Wealth Management
Michigan
$1.26M +$874K +53,301 +225%
Stifel Financial
44
Stifel Financial
Missouri
$1.2M +$309K +18,825 +35%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.13M +$961K +58,578 +560%
BCFS
46
Butensky & Cohen Financial Security
Florida
$1.13M +$34.1K +2,078 +3%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.13M +$145K +8,838 +15%
HWM
48
Horizons Wealth Management
North Carolina
$1.05M – – –
EH
49
Equitable Holdings
New York
$1.05M +$41.7K +2,542 +4%
BWM
50
BCS Wealth Management
Tennessee
$1.02M +$252K +15,375 +33%
1
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BSCU Hedge Fund Activity: Q1 2024 in Review

115 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q1 2024, worth a combined $499M — up 23% from $406M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSCU positions and 8 closed out — a net gain of 15 holders — while 76 added to existing stakes and 8 trimmed.

The largest buyer was Hengehold Capital Management, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $24.4M.

  • 115 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q1 2024, up from 101 in Q4 2023.
  • Funds reported $499M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q1 2024, up 23% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q1 2024 and 8 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q1 2024 was Hengehold Capital Management, an estimated $18.1M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2024.