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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
SWP
76
Stratos Wealth Partners
Ohio
$388K +$215K +13,093 +124%
SIC
77
Sigma Investment Counselors
Michigan
$362K +$17.7K +1,080 +5%
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$345K +$139K +8,476 +68%
ANBTV
79
American National Bank & Trust (Virginia)
Virginia
$328K +$328K +20,008 New
HA
80
Hanover Advisors
South Carolina
$309K +$97.7K +5,953 +46%
WC
81
Waterloo Capital
Texas
$298K +$298K +18,195 New
SFG
82
Sterling Financial Group
California
$296K +$4.69K +286 +2%
IWC
83
Integrated Wealth Concepts
Massachusetts
$276K +$66.3K +4,041 +32%
APA
84
Astoria Portfolio Advisors
New York
$270K -$14.4K -876 -5%
FHA
85
First Horizon Advisors
Tennessee
$255K +$184K +11,225 +259%
CIA
86
Capital Investment Advisors
Georgia
$254K -$37.9K -2,310 -13%
FA
87
Fountainhead AM
New Jersey
$254K – – –
HNB
88
Huntington National Bank
Ohio
$221K – – –
SCA
89
Snowden Capital Advisors
New York
$214K +$215K +13,086 New
AAS
90
Avantax Advisory Services
Texas
$212K +$212K +12,949 New
HighTower Advisors
91
HighTower Advisors
Illinois
$207K +$6.56K +400 +3%
Mariner
92
Mariner
Kansas
$204K +$204K +12,444 New
SM
93
Sensible Money
Arizona
$198K +$3.71K +226 +2%
CFS
94
Coordinated Financial Services
Colorado
$197K +$197K +12,039 New
RIS
95
Retirement Income Solutions
Michigan
$196K – – –
CAL
96
Capital Analysts LLC
Pennsylvania
$191K +$886 +54 +0.5%
AA
97
Ancora Advisors
Ohio
$188K – – –
DCM
98
Davis Capital Management
Florida
$187K +$73K +4,452 +63%
WA
99
Waverly Advisors
Alabama
$182K +$182K +11,081 New
FCAS
100
First Command Advisory Services
Texas
$180K +$54.5K +3,324 +43%
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.