We are live on ! Find out more
BSCU icon

Invesco BulletShares 2030 Corporate Bond ETF
BSCU

201 hedge funds and large institutions have $991M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 7

340% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 25

32% more capital invested

Capital invested by funds: $753M → $991M (+$238M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more funds holding

Funds holding: 162 → 201 (+39)

8.71% more ownership

Funds ownership: 77.08% → 85.78% (+8.7%)

Holders
201
Holders Change
+39
Holders Change %
+24.07%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
48
Increased
110
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$54.3M
2
TA
TruWealth Advisors
Louisiana
+$43M
3
HBT
Hills Bank & Trust
Iowa
+$27.8M
4
Morgan Stanley
Morgan Stanley
New York
+$23.5M
5
MCM
MAI Capital Management
Ohio
+$14.9M

Top Sellers

1
EB
Eastern Bank
Massachusetts
-$25.5M
2
Jane Street
Jane Street
New York
-$904K
3
HSWS
Higgins & Schmidt Wealth Strategies
Colorado
-$884K
4
LPT
Legacy Private Trust
Wisconsin
-$817K
5
NS
NBC Securities
Alabama
-$816K
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
51
Legacy CG
Texas
$2.6M -$23.4K -1,415 -0.9%
RIS
52
Richmond Investment Services
Wisconsin
$2.55M +$2.59M +156,023 New
FTUS
53
Flow Traders U.S.
New York
$2.55M +$818K +49,379 +46%
CIC
54
Carnegie Investment Counsel
Ohio
$2.51M +$2.34M +141,353 +1,198%
SI
55
Stephens Inc
Arkansas
$2.48M +$741K +44,750 +42%
Stifel Financial
56
Stifel Financial
Missouri
$2.19M +$240K +14,499 +12%
Citadel Advisors
57
Citadel Advisors
Florida
$2.14M +$1.01M +61,103 +88%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$2.13M +$224K +13,535 +12%
CICC
59
Capital Investment Counsel (Colorado)
Colorado
$2.08M +$2.1M +126,777 New
SPWM
60
Straight Path Wealth Management
Michigan
$2.04M +$201K +12,131 +11%
Ameriprise
61
Ameriprise
Minnesota
$2.02M +$510K +30,772 +33%
RMDI
62
R.M. Davis Inc
Maine
$2M +$710K +42,872 +54%
OFG
63
Opulen Financial Group
Virginia
$1.96M +$1.98M +119,740 New
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.94M +$397K +23,947 +25%
SAM
65
Smartleaf Asset Management
Massachusetts
$1.82M +$15K +908 +0.8%
Jones Financial Companies
66
Jones Financial Companies
Missouri
$1.79M +$1.08M +65,229 +148%
SAM
67
Sawgrass Asset Management
Florida
$1.76M +$262K +15,782 +17%
CP
68
Cornerstone Planning
North Carolina
$1.76M +$1.78M +107,300 New
P
69
&Partners
Tennessee
$1.71M +$1.16M +69,866 +202%
FF
70
Farnam Financial
Arizona
$1.66M +$80.4K +4,851 +5%
CTA
71
Colonial Trust Advisors
South Carolina
$1.52M +$541K +32,650 +54%
EW
72
Evexia Wealth
Wisconsin
$1.48M +$1.5M +90,300 New
EI
73
Ellevest Inc
New York
$1.47M +$102K +6,177 +7%
GCM
74
G2 Capital Management
Ohio
$1.45M +$17K +1,026 +1%
LPT
75
Legacy Private Trust
Wisconsin
$1.42M -$817K -49,294 -36%
1 2
3
4 5

BSCU Hedge Fund Activity: Q4 2024 in Review

201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q4 2024, worth a combined $991M — up 32% from $753M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BSCU positions and 7 closed out — a net gain of 41 holders — while 110 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $54.3M. The largest seller was Eastern Bank, cutting an estimated $25.5M.

  • 201 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q4 2024, up from 162 in Q3 2024.
  • Funds reported $991M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q4 2024, up 32% quarter-over-quarter.
  • 48 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q4 2024 and 7 closed out, a net change of +41 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $54.3M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q4 2024 was Eastern Bank, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2024.