BSCU icon

Invesco BulletShares 2030 Corporate Bond ETF
BSCU

Overview Fund Activity

115 hedge funds and large institutions have $499M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
76
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Hengehold Capital Management
Ohio
$18.4M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$38.7M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$11.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M
5
RJA
5
Raymond James & Associates
Florida
$13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.5M
2
LPT
2
Legacy Private Trust
Wisconsin
$4.19M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
DWG
5
Darden Wealth Group
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
51
Ellevest Inc
New York
$956K +$162K +9,886 +20%
IF
52
Ironwood Financial
Arizona
$947K +$3.36K +205 +0.4%
SPC
53
Sigma Planning Corp
Michigan
$947K +$568K +34,670 +150%
Ameriprise
54
Ameriprise
Minnesota
$897K +$209K +12,722 +30%
TCCM
55
Timber Creek Capital Management
Massachusetts
$815K +$24.6K +1,501 +3%
DA
56
Dover Advisors
Virginia
$805K +$805K +49,099 New
CA
57
Cetera Advisors
Colorado
$803K +$465K +28,392 +138%
NS
58
NBC Securities
Alabama
$747K +$747K +45,594 New
HSWS
59
Higgins & Schmidt Wealth Strategies
Colorado
$744K +$34.7K +2,117 +5%
MTWM
60
Masso Torrence Wealth Management
New Jersey
$743K +$93.6K +5,711 +14%
FAG
61
Financial Advisory Group
Texas
$714K +$341K +20,793 +91%
FA
62
Forefront Analytics
Pennsylvania
$620K -$102K -6,199 -14%
SI
63
Stephens Inc
Arkansas
$613K +$316K +19,274 +106%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$601K +$547K +33,362 +1,000%
CT
65
Colonial Trust
South Carolina
$561K +$307K +18,750 +121%
IBOK
66
Independence Bank of Kentucky
Kentucky
$560K +$208K +12,700 +59%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$554K +$554K +33,829 New
HIP
68
HUB Investment Partners
Texas
$537K +$537K +32,745 New
Comerica Bank
69
Comerica Bank
Texas
$535K +$168K +10,276 +46%
SIC
70
SFE Investment Counsel
California
$492K +$492K +29,988 New
SFC
71
Strategic Financial Concepts
Texas
$472K +$93K +5,672 +25%
FCCM
72
First City Capital Management
Georgia
$449K +$449K +27,425 New
RMDI
73
R.M. Davis Inc
Maine
$447K +$264K +16,111 +144%
SWM
74
Segment Wealth Management
Texas
$418K +$418K +25,520 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$416K +$2.57K +157 +0.6%
1 2
3
4 5