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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
Comerica Bank
76
Comerica Bank
Texas
$547K +$16.7K +1,032 +3%
SIC
77
SFE Investment Counsel
California
$544K +$56.7K +3,498 +12%
AFA
78
AA Financial Advisors
Ohio
$508K +$506K +31,250 New
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$505K +$92.3K +5,698 +22%
FCCM
80
First City Capital Management
Georgia
$499K +$53K +3,275 +12%
SWM
81
Segment Wealth Management
Texas
$415K – – –
CFS
82
Coordinated Financial Services
Colorado
$412K +$215K +13,299 +110%
IWC
83
Integrated Wealth Concepts
Massachusetts
$410K +$136K +8,380 +50%
Cerity Partners
84
Cerity Partners
New York
$397K +$395K +24,417 New
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$396K -$724K -44,689 -65%
APA
86
Astoria Portfolio Advisors
New York
$385K +$111K +6,842 +41%
SFC
87
Strategic Financial Concepts
Texas
$376K +$5.22M +322,113 +1,119%
SIC
88
Sigma Investment Counselors
Michigan
$359K – – –
SWP
89
Stratos Wealth Partners
Ohio
$343K -$41K -2,534 -11%
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$342K – – –
FHA
91
First Horizon Advisors
Tennessee
$324K +$70.5K +4,355 +28%
AAS
92
Avantax Advisory Services
Texas
$310K +$98.7K +6,096 +47%
HBT
93
Hills Bank & Trust
Iowa
$308K +$306K +18,914 New
HNB
94
Huntington National Bank
Ohio
$306K – – –
WC
95
Waterloo Capital
Texas
$301K +$4.67K +288 +2%
CAL
96
Capital Analysts LLC
Pennsylvania
$298K +$108K +6,655 +57%
OMC
97
Old Mission Capital
Illinois
$295K +$294K +18,163 New
SWA
98
Sax Wealth Advisors
New Jersey
$277K +$276K +17,015 New
SFG
99
Sterling Financial Group
California
$254K -$39.6K -2,444 -14%
FA
100
Fountainhead AM
New Jersey
$252K – – –
2 3
4
5 6

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.