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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

162 hedge funds and large institutions have $753M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 18

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

32% more capital invested

Capital invested by funds: $571M → $753M (+$183M)

14% more funds holding

Funds holding: 142 → 162 (+20)

1.19% more ownership

Funds ownership: 75.89% → 77.08% (+1.2%)

Holders
162
Holders Change
+20
Holders Change %
+14.08%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
29
Increased
97
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$24.9M
2
ACA
Aptus Capital Advisors
Alabama
+$15.3M
3
TA
TruWealth Advisors
Louisiana
+$11.4M
4
RJA
Raymond James & Associates
Florida
+$11M
5
LPL Financial
LPL Financial
California
+$8.6M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$5.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.54M
3
Jane Street
Jane Street
New York
-$2.56M
4
MFWM
Motley Fool Wealth Management
Virginia
-$829K
5
Cerity Partners
Cerity Partners
New York
-$397K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSWS
76
Higgins & Schmidt Wealth Strategies
Colorado
$884K +$30.2K +1,805 +4%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$848K +$134K +7,992 +19%
NS
78
NBC Securities
Alabama
$835K -$75K -4,488 -8%
MTWM
79
Masso Torrence Wealth Management
New Jersey
$805K -$468 -28 -0.1%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$747K +$514K +30,773 +233%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$738K +$120K +7,169 +20%
RSC
82
Red Spruce Capital
Pennsylvania
$732K – – –
HNB
83
Huntington National Bank
Ohio
$695K – – –
SIC
84
SFE Investment Counsel
California
$616K +$47.9K +2,868 +9%
FA
85
Forefront Analytics
Pennsylvania
$610K -$113K -6,741 -16%
P
86
&Partners
Tennessee
$585K +$5.48K +328 +1%
FCCM
87
First City Capital Management
Georgia
$584K +$62.3K +3,725 +12%
Comerica Bank
88
Comerica Bank
Texas
$572K +$1.75K +105 +0.3%
HGA
89
Hobbs Group Advisors
South Carolina
$570K +$541K +32,347 +2,500%
QP
90
Quartz Partners
New York
$541K +$534K +31,940 New
AFA
91
AA Financial Advisors
Ohio
$530K – – –
CAL
92
Capital Analysts LLC
Pennsylvania
$518K +$204K +12,216 +67%
SFC
93
Strategic Financial Concepts
Texas
$494K -$5.38M -321,752 -92%
AAS
94
Avantax Advisory Services
Texas
$489K +$164K +9,788 +51%
MFP
95
Meridian Financial Partners
Virginia
$484K +$477K +28,560 New
SWM
96
Segment Wealth Management
Texas
$471K +$37.5K +2,245 +9%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$433K +$19.5K +1,167 +5%
IWC
98
Integrated Wealth Concepts
Massachusetts
$427K – – –
PMG
99
Private Management Group
California
$423K +$418K +24,982 New
LWA
100
Ledgewood Wealth Advisors
New Hampshire
$421K +$415K +24,811 New
2 3
4
5 6

BSCU Hedge Fund Activity: Q3 2024 in Review

162 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q3 2024, worth a combined $753M — up 32% from $571M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BSCU positions and 7 closed out — a net gain of 22 holders — while 97 added to existing stakes and 18 trimmed.

The largest buyer was Invesco, adding an estimated $24.9M. The largest seller was Strategic Financial Concepts, cutting an estimated $5.38M.

  • 162 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q3 2024, up from 142 in Q2 2024.
  • Funds reported $753M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 29 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q3 2024 and 7 closed out, a net change of +22 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q3 2024 was Invesco, an estimated $24.9M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $5.38M sold.

Based on aggregated 13F filings for Q3 2024.