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Invesco BulletShares 2030 Corporate Bond ETF

72 hedge funds and large institutions have $208M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 7

20% more capital invested

Capital invested by funds: $173M → $208M (+$35.1M)

11% more funds holding

Funds holding: 6572 (+7)

1.94% less ownership

Funds ownership: 80.13%78.19% (-1.9%)

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$198K +$22K +1,375 +12%
KBFS
52
Kohmann Bosshard Financial Services
Ohio
$195K
GCA
53
Gradient Capital Advisors
California
$195K
AAS
54
Avantax Advisory Services
Texas
$187K +$28.9K +1,810 +18%
SM
55
Sensible Money
Arizona
$174K +$2.62K +164 +1%
SWP
56
Stratos Wealth Partners
Ohio
$165K +$169K +10,560 New
AC
57
Apella Capital
Connecticut
$162K -$4.22K -264 -2%
RW
58
RVW Wealth
California
$146K +$150K +9,360 New
FCAS
59
First Command Advisory Services
Texas
$122K +$125K +7,849 New
AIP
60
Ameritas Investment Partners
Nebraska
$82.5K -$12.8K -804 -13%
KOCAA
61
Knights of Columbus Asset Advisors
Connecticut
$61.9K
BFEC
62
Benjamin F. Edwards & Company
Missouri
$61K
CAL
63
Capital Analysts LLC
Pennsylvania
$60K -$36.4K -2,281 -37%
SPIA
64
Steward Partners Investment Advisory
New York
$46K -$25.6K -1,600 -35%
ST
65
Smithfield Trust
Pennsylvania
$27K
HNB
66
Huntington National Bank
Ohio
$25.6K
WBC
67
West Branch Capital
Massachusetts
$16.2K +$176 +11 +1%
HWM
68
Horizons Wealth Management
North Carolina
$12.6K +$12.9K +808 New
CTA
69
Colonial Trust Advisors
South Carolina
$10.9K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$8.1K
CT
71
Colonial Trust
South Carolina
$7.79K
IA
72
IFP Advisors
Florida
$4.67K
HGERS
73
Householder Group Estate & Retirement Specialist
Arizona
$3.24K +$3.31K +207 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
-$3.53M -218,011 Closed

BSCU Hedge Fund Activity: Q3 2023 in Review

72 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q3 2023, worth a combined $208M — up 20% from $173M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSCU positions and 1 closed out — a net gain of 11 holders — while 42 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.53M sold.

  • 72 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q3 2023, up from 65 in Q2 2023.
  • Funds reported $208M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q3 2023, up 20% quarter-over-quarter.
  • 12 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q3 2023 and 1 closed out, a net change of +11 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q3 2023 was Morgan Stanley, an estimated $7.6M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q3 2023 was Susquehanna International Group, an estimated $3.53M sold.

Based on aggregated 13F filings for Q3 2023.