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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

142 hedge funds and large institutions have $571M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,550% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 2

413% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 16

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

23% more funds holding

Funds holding: 115 → 142 (+27)

14% more capital invested

Capital invested by funds: $499M → $571M (+$71.2M)

1.32% less ownership

Funds ownership: 77.21% → 75.89% (-1.3%)

Holders
142
Holders Change
+27
Holders Change %
+23.48%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
33
Increased
82
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Clearstead Advisors
Ohio
+$42.8M
2
RJA
Raymond James & Associates
Florida
+$18.5M
3
ACM
Advisors Capital Management
New Jersey
+$13.6M
4
ACA
Aptus Capital Advisors
Alabama
+$9.88M
5
MFWM
Motley Fool Wealth Management
Virginia
+$8.05M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.9M
2
LPL Financial
LPL Financial
California
-$6.49M
3
Jane Street
Jane Street
New York
-$4.58M
4
Wells Fargo
Wells Fargo
California
-$3.55M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$5.09M +$864K +53,359 +21%
NAM
27
NorthCrest Asset Manangement
Minnesota
$5.06M +$87.7K +5,417 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$4.23M +$918K +56,689 +28%
CCB
29
Country Club Bank
Missouri
$4.17M +$14.7K +909 +0.4%
Jane Street
30
Jane Street
New York
$3.55M -$4.58M -282,923 -56%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.54M +$3.53M +217,692 New
MA
32
MONECO Advisors
Connecticut
$3.39M +$2.04M +126,079 +153%
PAG
33
Private Advisor Group
New Jersey
$3.14M +$1.69M +104,454 +118%
GB
34
Goepper Burkhardt
South Carolina
$3.12M +$63.2K +3,900 +2%
AA
35
Addison Advisors
Vermont
$3.03M +$434K +26,820 +17%
EWM
36
Empirical Wealth Management
Washington
$2.62M +$439K +27,130 +20%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.6M +$513K +31,646 +25%
NCM
38
Novare Capital Management
North Carolina
$2.5M -$80K -4,941 -3%
LPT
39
Legacy Private Trust
Wisconsin
$2.37M -$1.78M -109,921 -43%
SAM
40
Secure Asset Management
Michigan
$2.18M +$73K +4,508 +3%
CAM
41
Clark Asset Management
New Hampshire
$2.13M +$484K +29,914 +30%
BWM
42
BCS Wealth Management
Tennessee
$2.06M +$1.04M +64,455 +103%
ECM
43
Exchange Capital Management
Michigan
$2.03M +$720K +44,428 +55%
Stifel Financial
44
Stifel Financial
Missouri
$1.81M +$621K +38,319 +52%
SPWM
45
Straight Path Wealth Management
Michigan
$1.63M +$378K +23,355 +30%
SAM
46
Smartleaf Asset Management
Massachusetts
$1.56M +$247K +15,227 +19%
HWM
47
Horizons Wealth Management
North Carolina
$1.54M +$485K +29,947 +47%
GCM
48
G2 Capital Management
Ohio
$1.41M +$17.2K +1,061 +1%
SAM
49
Sawgrass Asset Management
Florida
$1.4M +$15.5K +960 +1%
Ameriprise
50
Ameriprise
Minnesota
$1.34M +$447K +27,620 +50%
1
2
3 4 5

BSCU Hedge Fund Activity: Q2 2024 in Review

142 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q2 2024, worth a combined $571M — up 14% from $499M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BSCU positions and 2 closed out — a net gain of 31 holders — while 82 added to existing stakes and 16 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $42.8M. The largest seller was Morgan Stanley, cutting an estimated $6.9M.

  • 142 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q2 2024, up from 115 in Q1 2024.
  • Funds reported $571M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 33 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q2 2024 and 2 closed out, a net change of +31 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $42.8M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $6.9M sold.

Based on aggregated 13F filings for Q2 2024.