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Invesco BulletShares 2030 Corporate Bond ETF

101 hedge funds and large institutions have $406M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

188% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 16

95% more capital invested

Capital invested by funds: $208M → $406M (+$198M)

40% more funds holding

Funds holding: 72101 (+29)

12.15% more ownership

Funds ownership: 78.19%90.34% (+12%)

Holders
101
Holders Change
+29
Holders Change %
+40.28%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
46
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$568K +$542K +34,131 New
MA
52
MONECO Advisors
Connecticut
$421K +$401K +25,291 New
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$420K +$89.2K +5,622 +29%
SPWM
54
Straight Path Wealth Management
Michigan
$394K +$376K +23,679 New
SFC
55
Strategic Financial Concepts
Texas
$385K +$57.5K +3,627 +19%
SPC
56
Sigma Planning Corp
Michigan
$384K -$179K -11,300 -33%
FAG
57
Financial Advisory Group
Texas
$378K +$81K +5,107 +29%
Comerica Bank
58
Comerica Bank
Texas
$372K +$52.1K +3,283 +17%
IBOK
59
Independence Bank of Kentucky
Kentucky
$357K -$20.8K -1,311 -6%
ECM
60
Exchange Capital Management
Michigan
$351K +$335K +21,108 New
SIC
61
Sigma Investment Counselors
Michigan
$349K -$680K -42,841 -67%
CA
62
Cetera Advisors
Colorado
$343K +$327K +20,619 New
SI
63
Stephens Inc
Arkansas
$301K +$287K +18,110 New
CIA
64
Capital Investment Advisors
Georgia
$296K +$21.8K +1,374 +8%
SFG
65
Sterling Financial Group
California
$296K
APA
66
Astoria Portfolio Advisors
New York
$292K +$281K +17,721 New
CT
67
Colonial Trust
South Carolina
$258K +$238K +15,000 +3,000%
FA
68
Fountainhead AM
New Jersey
$257K
HCM
69
Hengehold Capital Management
Ohio
$256K +$244K +15,370 New
HA
70
Hanover Advisors
South Carolina
$214K +$205K +12,894 New
IWC
71
Integrated Wealth Concepts
Massachusetts
$213K +$203K +12,789 New
KBFS
72
Kohmann Bosshard Financial Services
Ohio
$209K
HighTower Advisors
73
HighTower Advisors
Illinois
$202K -$1.68M -105,821 -90%
DWG
74
Darden Wealth Group
Michigan
$200K +$190K +12,000 New
RIS
75
Retirement Income Solutions
Michigan
$199K +$189K +11,941 New

BSCU Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q4 2023, worth a combined $406M — up 95% from $208M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BSCU positions and 4 closed out — a net gain of 29 holders — while 46 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.7M. The largest seller was HighTower Advisors, cutting an estimated $1.68M.

  • 101 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q4 2023, up from 72 in Q3 2023.
  • Funds reported $406M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q4 2023, up 95% quarter-over-quarter.
  • 33 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q4 2023 and 4 closed out, a net change of +29 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $47.7M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q4 2023 was HighTower Advisors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q4 2023.