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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

201 hedge funds and large institutions have $991M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 7

340% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 25

32% more capital invested

Capital invested by funds: $753M → $991M (+$238M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more funds holding

Funds holding: 162 → 201 (+39)

8.71% more ownership

Funds ownership: 77.08% → 85.78% (+8.7%)

Holders
201
Holders Change
+39
Holders Change %
+24.07%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
48
Increased
110
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$54.3M
2
TA
TruWealth Advisors
Louisiana
+$43M
3
HBT
Hills Bank & Trust
Iowa
+$27.8M
4
Morgan Stanley
Morgan Stanley
New York
+$23.5M
5
MCM
MAI Capital Management
Ohio
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
-$25.5M
2
Jane Street
Jane Street
New York
-$904K
3
HSWS
Higgins & Schmidt Wealth Strategies
Colorado
-$884K
4
LPT
Legacy Private Trust
Wisconsin
-$817K
5
NS
NBC Securities
Alabama
-$816K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$7.57M +$1.45M +87,243 +23%
IAA
27
Independent Advisor Alliance
North Carolina
$7.01M +$7.1M +428,421 New
CAM
28
Clark Asset Management
New Hampshire
$7.01M +$2.97M +179,203 +72%
VIM
29
Vista Investment Management
Pennsylvania
$6.93M +$1.13M +68,328 +19%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$6.85M +$6.6M +398,388 +1,984%
AFWM
31
AMJ Financial Wealth Management
Virginia
$6.84M +$99.4K +5,998 +1%
ADL
32
Asset Dedication LLC
California
$6.74M -$432K -26,072 -6%
WIM
33
Waycross Investment Management
Washington
$6.57M +$33.6K +2,026 +0.5%
MWM
34
Marietta Wealth Management
Georgia
$6.03M +$113K +6,808 +2%
Osaic Holdings
35
Osaic Holdings
Arizona
$5.77M +$676K +40,796 +13%
GB
36
Goepper Burkhardt
South Carolina
$5.64M +$2.05M +123,500 +56%
EB
37
Eastern Bank
Massachusetts
$5.53M -$25.5M -1,536,062 -82%
NAM
38
NorthCrest Asset Manangement
Minnesota
$5.24M +$169K +10,227 +3%
MML Investors Services
39
MML Investors Services
Massachusetts
$5.01M +$813K +49,057 +19%
CCB
40
Country Club Bank
Missouri
$4.35M +$97.4K +5,880 +2%
BWM
41
BCS Wealth Management
Tennessee
$4.12M +$1.03M +62,113 +33%
AA
42
Addison Advisors
Vermont
$4.11M +$386K +23,286 +10%
PAG
43
Private Advisor Group
New Jersey
$3.91M +$482K +29,078 +14%
SA
44
Sanctuary Advisors
Indiana
$3.31M +$1.39M +83,861 +71%
HWM
45
Horizons Wealth Management
North Carolina
$3.26M +$1.62M +97,628 +96%
EWM
46
Empirical Wealth Management
Washington
$2.98M +$154K +9,272 +5%
SAM
47
Secure Asset Management
Michigan
$2.81M +$456K +27,493 +19%
IWC
48
Infinity Wealth Counsel
Ohio
$2.71M +$2.75M +165,690 New
NCM
49
Novare Capital Management
North Carolina
$2.67M +$126K +7,625 +5%
ECM
50
Exchange Capital Management
Michigan
$2.64M -$32.3K -1,952 -1%
1
2
3 4 5

BSCU Hedge Fund Activity: Q4 2024 in Review

201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q4 2024, worth a combined $991M — up 32% from $753M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BSCU positions and 7 closed out — a net gain of 41 holders — while 110 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $54.3M. The largest seller was Eastern Bank, cutting an estimated $25.5M.

  • 201 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q4 2024, up from 162 in Q3 2024.
  • Funds reported $991M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q4 2024, up 32% quarter-over-quarter.
  • 48 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q4 2024 and 7 closed out, a net change of +41 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $54.3M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q4 2024 was Eastern Bank, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2024.