We are live on ! Find out more
BSCU icon

Invesco BulletShares 2030 Corporate Bond ETF
BSCU

101 hedge funds and large institutions have $406M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

188% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 16

95% more capital invested

Capital invested by funds: $208M → $406M (+$198M)

40% more funds holding

Funds holding: 72 → 101 (+29)

12.15% more ownership

Funds ownership: 78.19% → 90.34% (+12%)

Holders
101
Holders Change
+29
Holders Change %
+40.28%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
46
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$47.7M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$22.1M
3
TF
TLWM Financial
Texas
+$19M
4
LPL Financial
LPL Financial
California
+$16.6M
5
MFWM
Motley Fool Wealth Management
Virginia
+$13M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$1.68M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.68M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.4M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.08M
5
SIC
Sigma Investment Counselors
Michigan
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
101
Householder Group Estate & Retirement Specialist
Arizona
$3K +$48 +3 +1%
GI
102
Gradient Investments
Minnesota
$2.88K +$2.75K +173 New
GCA
103
Gradient Capital Advisors
California
– -$195K -12,500 Closed
AAS
104
Avantax Advisory Services
Texas
– -$187K -12,000 Closed
RW
105
RVW Wealth
California
– -$146K -9,360 Closed
SPIA
106
Steward Partners Investment Advisory
New York
– -$46K -2,950 Closed
1 2 3 4
5

BSCU Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q4 2023, worth a combined $406M — up 95% from $208M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BSCU positions and 4 closed out — a net gain of 29 holders — while 46 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.7M. The largest seller was HighTower Advisors, cutting an estimated $1.68M.

  • 101 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q4 2023, up from 72 in Q3 2023.
  • Funds reported $406M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q4 2023, up 95% quarter-over-quarter.
  • 33 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q4 2023 and 4 closed out, a net change of +29 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $47.7M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q4 2023 was HighTower Advisors, an estimated $1.68M sold.

Based on aggregated 13F filings for Q4 2023.