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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

142 hedge funds and large institutions have $571M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,550% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 2

413% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 16

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

23% more funds holding

Funds holding: 115 → 142 (+27)

14% more capital invested

Capital invested by funds: $499M → $571M (+$71.2M)

1.32% less ownership

Funds ownership: 77.21% → 75.89% (-1.3%)

Holders
142
Holders Change
+27
Holders Change %
+23.48%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
33
Increased
82
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Clearstead Advisors
Ohio
+$42.8M
2
RJA
Raymond James & Associates
Florida
+$18.5M
3
ACM
Advisors Capital Management
New Jersey
+$13.6M
4
ACA
Aptus Capital Advisors
Alabama
+$9.88M
5
MFWM
Motley Fool Wealth Management
Virginia
+$8.05M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.9M
2
LPL Financial
LPL Financial
California
-$6.49M
3
Jane Street
Jane Street
New York
-$4.58M
4
Wells Fargo
Wells Fargo
California
-$3.55M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.34M +$218K +13,480 +20%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.24M +$1.24M +76,438 New
EH
53
Equitable Holdings
New York
$1.18M +$134K +8,298 +13%
BCFS
54
Butensky & Cohen Financial Security
Florida
$1.17M +$47.3K +2,920 +4%
EI
55
Ellevest Inc
New York
$1.07M +$121K +7,444 +13%
IF
56
Ironwood Financial
Arizona
$1.04M +$104K +6,417 +11%
HIP
57
HUB Investment Partners
Texas
$966K +$432K +26,667 +81%
SA
58
Sanctuary Advisors
Indiana
$947K +$960K +59,277 New
SPC
59
Sigma Planning Corp
Michigan
$911K -$27.7K -1,708 -3%
RMDI
60
R.M. Davis Inc
Maine
$882K +$437K +26,957 +99%
AI
61
Atria Investments
North Carolina
$878K +$875K +54,020 New
NS
62
NBC Securities
Alabama
$874K +$133K +8,207 +18%
IBOK
63
Independence Bank of Kentucky
Kentucky
$873K +$316K +19,491 +57%
DA
64
Dover Advisors
Virginia
$850K +$51.9K +3,207 +7%
HSWS
65
Higgins & Schmidt Wealth Strategies
Colorado
$819K +$80.6K +4,977 +11%
TCCM
66
Timber Creek Capital Management
Massachusetts
$791K -$17.8K -1,100 -2%
MTWM
67
Masso Torrence Wealth Management
New Jersey
$773K +$36.1K +2,229 +5%
SI
68
Stephens Inc
Arkansas
$731K +$122K +7,550 +20%
RSC
69
Red Spruce Capital
Pennsylvania
$702K +$699K +43,174 New
FA
70
Forefront Analytics
Pennsylvania
$695K +$79.5K +4,907 +13%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$684K +$86.9K +5,365 +15%
Citadel Advisors
72
Citadel Advisors
Florida
$671K +$668K +41,263 New
Baird Financial Group
73
Baird Financial Group
Wisconsin
$591K +$41.1K +2,535 +7%
CT
74
Colonial Trust
South Carolina
$581K +$24.3K +1,500 +4%
P
75
&Partners
Tennessee
$556K +$554K +34,190 New
1 2
3
4 5

BSCU Hedge Fund Activity: Q2 2024 in Review

142 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q2 2024, worth a combined $571M — up 14% from $499M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BSCU positions and 2 closed out — a net gain of 31 holders — while 82 added to existing stakes and 16 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $42.8M. The largest seller was Morgan Stanley, cutting an estimated $6.9M.

  • 142 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q2 2024, up from 115 in Q1 2024.
  • Funds reported $571M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 33 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q2 2024 and 2 closed out, a net change of +31 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $42.8M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $6.9M sold.

Based on aggregated 13F filings for Q2 2024.