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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
HA
101
Hanover Advisors
South Carolina
$239K -$67.6K -4,172 -22%
SCA
102
Snowden Capital Advisors
New York
$224K +$11.3K +698 +5%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$215K +$214K +13,220 New
KWM
104
Kingsview Wealth Management
Oregon
$211K +$210K +12,985 New
CIA
105
Capital Investment Advisors
Georgia
$210K -$41.5K -2,565 -17%
SM
106
Sensible Money
Arizona
$200K +$4.05K +250 +2%
HighTower Advisors
107
HighTower Advisors
Illinois
$199K -$5.43K -335 -3%
LA
108
Latitude Advisors
Florida
$198K +$198K +12,200 New
AA
109
Ancora Advisors
Ohio
$198K +$11.4K +706 +6%
RIS
110
Retirement Income Solutions
Michigan
$194K – – –
WA
111
Waverly Advisors
Alabama
$193K +$13.2K +817 +7%
DCM
112
Davis Capital Management
Florida
$193K +$7.08K +437 +4%
ACG
113
Allen Capital Group
Nebraska
$190K +$190K +11,713 New
KC
114
Kades & Cheifetz
Pennsylvania
$189K +$188K +11,626 New
BFEC
115
Benjamin F. Edwards & Company
Missouri
$187K +$37.3K +2,302 +25%
FCAS
116
First Command Advisory Services
Texas
$179K +$16 +1 +0%
Mariner
117
Mariner
Kansas
$168K -$34.1K -2,106 -17%
EA
118
Everpar Advisors
Oklahoma
$164K +$164K +10,096 New
CTA
119
Colonial Trust Advisors
South Carolina
$115K +$76.9K +4,750 +202%
LFG
120
Larson Financial Group
Missouri
$114K +$114K +7,016 New
US Bancorp
121
US Bancorp
Minnesota
$112K +$10.2K +628 +10%
MAM
122
Marquette Asset Management
Minnesota
$84.9K +$2.06K +127 +2%
KFI
123
Key Financial Inc
Pennsylvania
$72.8K +$72.6K +4,480 New
KOCAA
124
Knights of Columbus Asset Advisors
Connecticut
$64.6K – – –
SIC
125
SJS Investment Consulting
Ohio
$63.6K – – –
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.