Invesco BulletShares 2030 Corporate Bond ETF
BSCU
54 hedge funds and large institutions have $149M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
170% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 10
24% more capital invested
Capital invested by funds: $120M → $149M (+$29.2M)
10% more funds holding
Funds holding: 49 → 54 (+5)
2.84% less ownership
Funds ownership: 83.36% → 80.52% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$8.49M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$6.65M |
| 3 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$3.75M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.82M |
| 5 |
CCB
Country Club Bank
Kansas City,
Missouri
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.41M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$879K |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$228K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$218K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
51
Private Trust Company
Cleveland,
Ohio
| $22.1K | – | – | – |
|
|
WBC
52
West Branch Capital
Amherst,
Massachusetts
| $16.8K | +$163 | +10 | +1% |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $8.57K | +$8.48K | +520 | New |
|
54
Commonwealth Equity Services
Waltham,
Massachusetts
| $377 | +$128K | +7,864 | +52% |
|
|
OMC
55
Old Mission Capital
Chicago,
Illinois
| – | -$879K | -55,025 | Closed |
|
|
NA
56
NewEdge Advisors
New Orleans,
Louisiana
| – | -$27.9K | -1,745 | Closed |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| – | -$3K | -172 | Closed |
|
BSCU Hedge Fund Activity: Q1 2023 in Review
54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q1 2023, worth a combined $149M — up 24% from $120M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BSCU positions and 3 closed out — a net gain of 6 holders — while 27 added to existing stakes and 10 trimmed.
The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $8.49M. The largest seller was Invesco, cutting an estimated $1.41M.
- 54 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q1 2023, up from 49 in Q4 2022.
- Funds reported $149M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q1 2023, up 24% quarter-over-quarter.
- 9 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q1 2023 and 3 closed out, a net change of +6 holders.
- The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q1 2023 was Atlantic Union Bankshares, an estimated $8.49M added.
- The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q1 2023 was Invesco, an estimated $1.41M sold.
Based on aggregated 13F filings for Q1 2023.