We are live on ! Find out more
BSCU icon

Invesco BulletShares 2030 Corporate Bond ETF

101 hedge funds and large institutions have $406M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

188% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 16

95% more capital invested

Capital invested by funds: $208M → $406M (+$198M)

40% more funds holding

Funds holding: 72101 (+29)

12.15% more ownership

Funds ownership: 78.19%90.34% (+12%)

Holders
101
Holders Change
+29
Holders Change %
+40.28%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
46
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
76
Huntington National Bank
Ohio
$197K
SM
77
Sensible Money
Arizona
$197K +$11.3K +712 +6%
CAL
78
Capital Analysts LLC
Pennsylvania
$193K +$124K +7,794 +204%
AA
79
Ancora Advisors
Ohio
$190K -$19.8K -1,249 -10%
RMDI
80
R.M. Davis Inc
Maine
$186K +$178K +11,190 New
SWP
81
Stratos Wealth Partners
Ohio
$176K
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$174K +$166K +10,467 New
Citadel Advisors
83
Citadel Advisors
Florida
$173K -$1.4M -88,438 -89%
AC
84
Apella Capital
Connecticut
$172K +$476 +30 +0.3%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$141K +$72.7K +4,580 +117%
FCAS
86
First Command Advisory Services
Texas
$127K -$3.11K -196 -2%
DCM
87
Davis Capital Management
Florida
$117K +$112K +7,033 New
AIP
88
Ameritas Investment Partners
Nebraska
$88.4K +$270 +17 +0.3%
MAM
89
Marquette Asset Management
Minnesota
$84.7K +$80.8K +5,092 New
TVAMP
90
Tennessee Valley Asset Management Partners
Tennessee
$78.8K +$75.2K +4,737 New
FHA
91
First Horizon Advisors
Tennessee
$72K +$68.6K +4,326 New
KOCAA
92
Knights of Columbus Asset Advisors
Connecticut
$66.1K
US Bancorp
93
US Bancorp
Minnesota
$63K +$60.1K +3,787 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$55.5K +$44.7K +2,816 +542%
VL
95
Vima LLC
Michigan
$30.2K +$28.8K +1,813 New
CTA
96
Colonial Trust Advisors
South Carolina
$27.4K +$15.1K +950 +136%
ST
97
Smithfield Trust
Pennsylvania
$22K -$6.85K -432 -25%
WBC
98
West Branch Capital
Massachusetts
$17.5K +$190 +12 +1%
HGA
99
Hobbs Group Advisors
South Carolina
$9.37K +$8.93K +563 New
IA
100
IFP Advisors
Florida
$4.99K

BSCU Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q4 2023, worth a combined $406M — up 95% from $208M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BSCU positions and 4 closed out — a net gain of 29 holders — while 46 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.7M. The largest seller was HighTower Advisors, cutting an estimated $1.68M.

  • 101 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q4 2023, up from 72 in Q3 2023.
  • Funds reported $406M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q4 2023, up 95% quarter-over-quarter.
  • 33 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q4 2023 and 4 closed out, a net change of +29 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $47.7M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q4 2023 was HighTower Advisors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q4 2023.