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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

201 hedge funds and large institutions have $991M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 7

340% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 25

32% more capital invested

Capital invested by funds: $753M → $991M (+$238M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more funds holding

Funds holding: 162 → 201 (+39)

8.71% more ownership

Funds ownership: 77.08% → 85.78% (+8.7%)

Holders
201
Holders Change
+39
Holders Change %
+24.07%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
48
Increased
110
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$54.3M
2
TA
TruWealth Advisors
Louisiana
+$43M
3
HBT
Hills Bank & Trust
Iowa
+$27.8M
4
Morgan Stanley
Morgan Stanley
New York
+$23.5M
5
MCM
MAI Capital Management
Ohio
+$14.9M

Top Sellers

1
EB
Eastern Bank
Massachusetts
-$25.5M
2
Jane Street
Jane Street
New York
-$904K
3
HSWS
Higgins & Schmidt Wealth Strategies
Colorado
-$884K
4
LPT
Legacy Private Trust
Wisconsin
-$817K
5
NS
NBC Securities
Alabama
-$816K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
76
SFE Investment Counsel
California
$1.4M +$812K +49,016 +135%
AI
77
Atria Investments
North Carolina
$1.37M +$199K +12,034 +17%
HIP
78
HUB Investment Partners
Texas
$1.33M +$116K +6,990 +9%
LWA
79
Ledgewood Wealth Advisors
New Hampshire
$1.32M +$926K +55,867 +225%
IF
80
Ironwood Financial
Arizona
$1.3M +$114K +6,900 +10%
CT
81
Colonial Trust
South Carolina
$1.29M +$335K +20,246 +35%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1.22M +$344K +20,767 +39%
BCFS
83
Butensky & Cohen Financial Security
Florida
$1.2M +$16K +966 +1%
SFC
84
Strategic Financial Concepts
Texas
$1.12M +$655K +39,511 +136%
AFA
85
AA Financial Advisors
Ohio
$1.04M +$536K +32,331 +103%
MTWM
86
Masso Torrence Wealth Management
New Jersey
$1.03M +$253K +15,297 +32%
IBOK
87
Independence Bank of Kentucky
Kentucky
$1.03M +$93.2K +5,623 +10%
RWA
88
River Wealth Advisors
Pennsylvania
$1.02M +$1.03M +62,211 New
RSC
89
Red Spruce Capital
Pennsylvania
$1.02M +$313K +18,895 +44%
AA
90
ArborFi Advisors
Michigan
$1M +$1.02M +61,312 New
NA
91
NewEdge Advisors
Louisiana
$964K +$970K +58,522 +16,721%
SPC
92
Sigma Planning Corp
Michigan
$931K -$20.3K -1,225 -2%
HNB
93
Huntington National Bank
Ohio
$907K – – –
DA
94
Dover Advisors
Virginia
$852K -$17.7K -1,068 -2%
AAS
95
Avantax Advisory Services
Texas
$847K +$379K +22,898 +79%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$846K +$135K +8,138 +19%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$845K +$25.8K +1,558 +3%
SWM
98
Segment Wealth Management
Texas
$810K +$360K +21,705 +78%
TCCM
99
Timber Creek Capital Management
Massachusetts
$808K -$134K -8,060 -14%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$786K +$796K +48,038 New
2 3
4
5 6

BSCU Hedge Fund Activity: Q4 2024 in Review

201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q4 2024, worth a combined $991M — up 32% from $753M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BSCU positions and 7 closed out — a net gain of 41 holders — while 110 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $54.3M. The largest seller was Eastern Bank, cutting an estimated $25.5M.

  • 201 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q4 2024, up from 162 in Q3 2024.
  • Funds reported $991M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q4 2024, up 32% quarter-over-quarter.
  • 48 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q4 2024 and 7 closed out, a net change of +41 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $54.3M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q4 2024 was Eastern Bank, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2024.