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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

203 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2030 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 125 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 31

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

24% more capital invested

Capital invested by funds: $991M → $1.22B (+$233M)

1% more funds holding

Funds holding: 201 → 203 (+2)

4.02% less ownership

Funds ownership: 85.78% → 81.77% (-4%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
2.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
23
Increased
125
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$68.5M
2
Morgan Stanley
Morgan Stanley
New York
+$29M
3
ACA
Aptus Capital Advisors
Alabama
+$13.6M
4
IAS
IMA Advisory Services
Colorado
+$12.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$7.01M
2
EB
Eastern Bank
Massachusetts
-$3.58M
3
RIS
Richmond Investment Services
Wisconsin
-$2.55M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.27M
5
MFWM
Motley Fool Wealth Management
Virginia
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$3.44M +$100K +6,080 +3%
SI
52
Stephens Inc
Arkansas
$3.1M +$579K +35,177 +23%
SFA
53
Souders Financial Advisors
Ohio
$3.08M +$3.06M +185,652 New
EWM
54
Empirical Wealth Management
Washington
$3.07M +$49.2K +2,988 +2%
NCM
55
Novare Capital Management
North Carolina
$2.86M +$145K +8,816 +5%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$2.84M +$1.02M +61,738 +57%
Ameriprise
57
Ameriprise
Minnesota
$2.8M +$750K +45,572 +37%
IWC
58
Infinity Wealth Counsel
Ohio
$2.78M +$28.1K +1,710 +1%
CIC
59
Carnegie Investment Counsel
Ohio
$2.69M +$158K +9,605 +6%
Stifel Financial
60
Stifel Financial
Missouri
$2.66M +$438K +26,612 +20%
ECM
61
Exchange Capital Management
Michigan
$2.66M -$18.6K -1,127 -0.7%
LC
62
Legacy CG
Texas
$2.6M -$34.2K -2,075 -1%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$2.53M +$369K +22,401 +17%
AI
64
Atria Investments
North Carolina
$2.52M +$1.12M +68,241 +82%
SPWM
65
Straight Path Wealth Management
Michigan
$2.36M +$292K +17,754 +14%
OFG
66
Opulen Financial Group
Virginia
$2.25M +$259K +15,758 +13%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$2.24M +$270K +16,407 +14%
SIC
68
SFE Investment Counsel
California
$2.2M +$773K +46,956 +55%
LWA
69
Ledgewood Wealth Advisors
New Hampshire
$2.06M +$716K +43,488 +54%
EB
70
Eastern Bank
Massachusetts
$1.99M -$3.58M -217,373 -64%
CTA
71
Colonial Trust Advisors
South Carolina
$1.96M +$419K +25,477 +28%
FF
72
Farnam Financial
Arizona
$1.95M +$271K +16,474 +16%
SAM
73
Smartleaf Asset Management
Massachusetts
$1.85M +$7.21K +438 +0.4%
P
74
&Partners
Tennessee
$1.8M +$67.2K +4,085 +4%
EI
75
Ellevest Inc
New York
$1.63M +$133K +8,059 +9%
1 2
3
4 5

BSCU Hedge Fund Activity: Q1 2025 in Review

203 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q1 2025, worth a combined $1.22B — up 24% from $991M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSCU positions and 18 closed out — a net gain of 5 holders — while 125 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $68.5M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $7.01M sold.

  • 203 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q1 2025, up from 201 in Q4 2024.
  • Funds reported $1.22B of Invesco BulletShares 2030 Corporate Bond ETF stock for Q1 2025, up 24% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q1 2025 and 18 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q1 2025 was Lido Advisors, an estimated $68.5M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $7.01M sold.

Based on aggregated 13F filings for Q1 2025.