We are live on ! Find out more
BSCU icon

Invesco BulletShares 2030 Corporate Bond ETF
BSCU

162 hedge funds and large institutions have $753M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 18

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

32% more capital invested

Capital invested by funds: $571M → $753M (+$183M)

14% more funds holding

Funds holding: 142 → 162 (+20)

1.19% more ownership

Funds ownership: 75.89% → 77.08% (+1.2%)

Holders
162
Holders Change
+20
Holders Change %
+14.08%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
29
Increased
97
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$24.9M
2
ACA
Aptus Capital Advisors
Alabama
+$15.3M
3
TA
TruWealth Advisors
Louisiana
+$11.4M
4
RJA
Raymond James & Associates
Florida
+$11M
5
LPL Financial
LPL Financial
California
+$8.6M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$5.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.54M
3
Jane Street
Jane Street
New York
-$2.56M
4
MFWM
Motley Fool Wealth Management
Virginia
-$829K
5
Cerity Partners
Cerity Partners
New York
-$397K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
26
IMA Advisory Services
Colorado
$7.14M +$7.04M +421,301 New
AFWM
27
AMJ Financial Wealth Management
Virginia
$6.98M +$6.89M +412,039 New
WIM
28
Waycross Investment Management
Washington
$6.77M +$6.68M +399,500 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$6.36M +$1.04M +62,130 +20%
MWM
30
Marietta Wealth Management
Georgia
$6.13M +$89.4K +5,350 +2%
VIM
31
Vista Investment Management
Pennsylvania
$6.02M +$581K +34,783 +11%
Osaic Holdings
32
Osaic Holdings
Arizona
$5.28M +$853K +51,012 +20%
NAM
33
NorthCrest Asset Manangement
Minnesota
$5.25M -$23K -1,374 -0.4%
CCB
34
Country Club Bank
Missouri
$4.4M +$52.3K +3,126 +1%
MML Investors Services
35
MML Investors Services
Massachusetts
$4.36M +$1.62M +97,173 +61%
CAM
36
Clark Asset Management
New Hampshire
$4.22M +$1.97M +117,892 +90%
AA
37
Addison Advisors
Vermont
$3.86M +$693K +41,474 +22%
GB
38
Goepper Burkhardt
South Carolina
$3.75M +$493K +29,500 +15%
PAG
39
Private Advisor Group
New Jersey
$3.56M +$281K +16,813 +9%
BWM
40
BCS Wealth Management
Tennessee
$3.21M +$1.05M +62,898 +50%
EWM
41
Empirical Wealth Management
Washington
$2.93M +$188K +11,258 +7%
ECM
42
Exchange Capital Management
Michigan
$2.77M +$643K +38,467 +31%
LC
43
Legacy CG
Texas
$2.72M +$2.68M +160,179 New
NCM
44
Novare Capital Management
North Carolina
$2.64M +$32.1K +1,918 +1%
SAM
45
Secure Asset Management
Michigan
$2.45M +$167K +10,007 +7%
LPT
46
Legacy Private Trust
Wisconsin
$2.31M -$162K -9,683 -7%
Stifel Financial
47
Stifel Financial
Missouri
$2.03M +$137K +8,166 +7%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.98M +$673K +40,229 +53%
SA
49
Sanctuary Advisors
Indiana
$1.93M +$970K +58,054 +98%
SPWM
50
Straight Path Wealth Management
Michigan
$1.91M +$202K +12,058 +12%
1
2
3 4 5

BSCU Hedge Fund Activity: Q3 2024 in Review

162 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q3 2024, worth a combined $753M — up 32% from $571M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BSCU positions and 7 closed out — a net gain of 22 holders — while 97 added to existing stakes and 18 trimmed.

The largest buyer was Invesco, adding an estimated $24.9M. The largest seller was Strategic Financial Concepts, cutting an estimated $5.38M.

  • 162 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q3 2024, up from 142 in Q2 2024.
  • Funds reported $753M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 29 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q3 2024 and 7 closed out, a net change of +22 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q3 2024 was Invesco, an estimated $24.9M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $5.38M sold.

Based on aggregated 13F filings for Q3 2024.