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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

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.

New
Increased
Maintained
Reduced
Closed

850% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 8

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $406M → $499M (+$93.5M)

14% more funds holding

Funds holding: 101 → 115 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13.13% less ownership

Funds ownership: 90.34% → 77.21% (-13%)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.66%
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
Hengehold Capital Management
Ohio
+$18.1M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$15.4M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$11.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.12M
5
RJA
Raymond James & Associates
Florida
+$8.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$24.4M
2
LPT
Legacy Private Trust
Wisconsin
-$4.37M
3
FTUS
Flow Traders U.S.
New York
-$1.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$568K
5
DWG
Darden Wealth Group
Michigan
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$569K +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 +$466K +28,392 +138%
NS
58
NBC Securities
Alabama
$747K +$748K +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 +$93.7K +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 +$308K +18,750 +121%
IBOK
66
Independence Bank of Kentucky
Kentucky
$560K +$208K +12,700 +59%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$554K +$555K +33,829 New
HIP
68
HUB Investment Partners
Texas
$537K +$537K +32,745 New
Comerica Bank
69
Comerica Bank
Texas
$535K +$169K +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 +$450K +27,425 New
RMDI
73
R.M. Davis Inc
Maine
$447K +$264K +16,111 +144%
SWM
74
Segment Wealth Management
Texas
$418K +$419K +25,520 New
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$416K +$2.58K +157 +0.6%
1 2
3
4 5

BSCU Hedge Fund Activity: Q1 2024 in Review

115 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q1 2024, worth a combined $499M — up 23% from $406M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSCU positions and 8 closed out — a net gain of 15 holders — while 76 added to existing stakes and 8 trimmed.

The largest buyer was Hengehold Capital Management, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $24.4M.

  • 115 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q1 2024, up from 101 in Q4 2023.
  • Funds reported $499M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q1 2024, up 23% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q1 2024 and 8 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q1 2024 was Hengehold Capital Management, an estimated $18.1M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2024.