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Invesco BulletShares 2030 Corporate Bond ETF

203 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2030 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 125 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 31

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

24% more capital invested

Capital invested by funds: $991M → $1.22B (+$233M)

1% more funds holding

Funds holding: 201203 (+2)

4.02% less ownership

Funds ownership: 85.78%81.77% (-4%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
2.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
23
Increased
125
Reduced
31
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$9.84M +$1.19M +72,416 +14%
CPC
27
Cookson Peirce & Co
Pennsylvania
$9.79M -$129K -7,850 -1%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$9.77M -$2.27M -137,685 -19%
CAM
29
Clark Asset Management
New Hampshire
$8.3M +$1.19M +72,197 +17%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$8.2M +$516K +31,373 +7%
AFWM
31
AMJ Financial Wealth Management
Virginia
$7.71M +$771K +46,865 +11%
Osaic Holdings
32
Osaic Holdings
Arizona
$7.57M +$1.72M +104,233 +30%
ADL
33
Asset Dedication LLC
California
$7.35M +$525K +31,884 +8%
VIM
34
Vista Investment Management
Pennsylvania
$7.26M +$234K +14,212 +3%
CICC
35
Capital Investment Counsel (Colorado)
Colorado
$7.15M +$5M +304,019 +240%
MML Investors Services
36
MML Investors Services
Massachusetts
$7.13M +$2.04M +123,880 +40%
HIP
37
HUB Investment Partners
Texas
$6.77M +$5.38M +326,974 +402%
WIM
38
Waycross Investment Management
Washington
$6.59M -$67.5K -4,103 -1%
GB
39
Goepper Burkhardt
South Carolina
$6.47M +$750K +45,550 +13%
MWM
40
Marietta Wealth Management
Georgia
$6.29M +$185K +11,215 +3%
Jane Street
41
Jane Street
New York
$5.91M +$5.68M +345,217 +3,211%
KCM
42
Kaye Capital Management
California
$5.46M +$5.13M +311,341 +1,723%
NAM
43
NorthCrest Asset Manangement
Minnesota
$5.05M -$256K -15,579 -5%
AA
44
Addison Advisors
Vermont
$4.43M +$256K +15,564 +6%
CCB
45
Country Club Bank
Missouri
$4.35M -$54K -3,283 -1%
PAG
46
Private Advisor Group
New Jersey
$4.21M +$242K +14,719 +6%
BWM
47
BCS Wealth Management
Tennessee
$4.09M -$82.8K -5,033 -2%
WMWM
48
Wilkins Miller Wealth Management
Alabama
$4.01M +$3.44M +209,020 +642%
RMDI
49
R.M. Davis Inc
Maine
$3.94M +$1.9M +115,257 +94%
HWM
50
Horizons Wealth Management
North Carolina
$3.58M +$282K +17,152 +9%

BSCU Hedge Fund Activity: Q1 2025 in Review

203 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q1 2025, worth a combined $1.22B — up 24% from $991M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSCU positions and 18 closed out — a net gain of 5 holders — while 125 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $68.5M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $7.01M sold.

  • 203 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q1 2025, up from 201 in Q4 2024.
  • Funds reported $1.22B of Invesco BulletShares 2030 Corporate Bond ETF stock for Q1 2025, up 24% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q1 2025 and 18 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q1 2025 was Lido Advisors, an estimated $68.5M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $7.01M sold.

Based on aggregated 13F filings for Q1 2025.