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Invesco BulletShares 2030 Corporate Bond ETF

203 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2030 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 125 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 31

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

24% more capital invested

Capital invested by funds: $991M → $1.22B (+$233M)

1% more funds holding

Funds holding: 201203 (+2)

4.02% less ownership

Funds ownership: 85.78%81.77% (-4%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
2.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
23
Increased
125
Reduced
31
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Sawgrass Asset Management
Florida
$1.57M -$213K -12,920 -12%
EW
77
Evexia Wealth
Wisconsin
$1.53M +$35K +2,129 +2%
NA
78
NewEdge Advisors
Louisiana
$1.53M +$546K +33,178 +56%
SFC
79
Strategic Financial Concepts
Texas
$1.51M +$370K +22,459 +33%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$1.5M +$258K +15,646 +21%
GCM
81
G2 Capital Management
Ohio
$1.48M +$16.3K +990 +1%
CT
82
Colonial Trust
South Carolina
$1.44M +$131K +7,985 +10%
FTUS
83
Flow Traders U.S.
New York
$1.36M -$1.22M -74,067 -47%
IF
84
Ironwood Financial
Arizona
$1.34M +$18.5K +1,126 +1%
BCFS
85
Butensky & Cohen Financial Security
Florida
$1.29M +$66K +4,008 +5%
HNB
86
Huntington National Bank
Ohio
$1.27M
LPT
87
Legacy Private Trust
Wisconsin
$1.25M -$196K -11,934 -14%
RWA
88
River Wealth Advisors
Pennsylvania
$1.16M +$129K +7,853 +13%
SAM
89
Secure Asset Management
Michigan
$1.13M -$1.7M -103,506 -60%
AA
90
ArborFi Advisors
Michigan
$1.09M +$73.6K +4,471 +7%
AFA
91
AA Financial Advisors
Ohio
$1.05M
RSC
92
Red Spruce Capital
Pennsylvania
$1.05M +$18.8K +1,144 +2%
IBOK
93
Independence Bank of Kentucky
Kentucky
$1.04M -$148 -9 -0%
Citadel Advisors
94
Citadel Advisors
Florida
$1.03M -$1.13M -68,706 -53%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$980K +$122K +7,432 +14%
AAS
96
Avantax Advisory Services
Texas
$957K +$98.4K +5,980 +12%
SNWA
97
Siligmueller & Norvid Wealth Advisors
Illinois
$936K +$928K +56,396 New
SPC
98
Sigma Planning Corp
Michigan
$935K -$8.23K -500 -0.9%
JWM
99
JPL Wealth Management
Colorado
$914K +$240K +14,589 +36%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$912K +$385K +23,416 +74%

BSCU Hedge Fund Activity: Q1 2025 in Review

203 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q1 2025, worth a combined $1.22B — up 24% from $991M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSCU positions and 18 closed out — a net gain of 5 holders — while 125 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $68.5M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $7.01M sold.

  • 203 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q1 2025, up from 201 in Q4 2024.
  • Funds reported $1.22B of Invesco BulletShares 2030 Corporate Bond ETF stock for Q1 2025, up 24% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q1 2025 and 18 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q1 2025 was Lido Advisors, an estimated $68.5M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $7.01M sold.

Based on aggregated 13F filings for Q1 2025.