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Invesco BulletShares 2030 Corporate Bond ETF

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: 34 (+1)

32% more capital invested

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

14% more funds holding

Funds holding: 142162 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
101
Sigma Investment Counselors
Michigan
$400K +$25.5K +1,525 +7%
SWA
102
Sax Wealth Advisors
New Jersey
$398K +$108K +6,489 +38%
APA
103
Astoria Portfolio Advisors
New York
$393K -$3.91K -234 -1%
SWP
104
Stratos Wealth Partners
Ohio
$370K +$12.3K +733 +3%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$356K
HBT
106
Hills Bank & Trust
Iowa
$345K +$23.8K +1,421 +8%
FHA
107
First Horizon Advisors
Tennessee
$342K +$4.85K +290 +1%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$340K +$336K +20,077 New
HighTower Advisors
109
HighTower Advisors
Illinois
$337K +$129K +7,737 +64%
WA
110
Waverly Advisors
Alabama
$318K +$115K +6,862 +58%
WC
111
Waterloo Capital
Texas
$313K +$134 +8 +0%
ACP
112
Aveo Capital Partners
Colorado
$310K +$306K +18,279 New
SM
113
Sensible Money
Arizona
$307K +$96.8K +5,791 +47%
ACG
114
Allen Capital Group
Nebraska
$291K +$90.8K +5,432 +46%
MPW
115
Monterey Private Wealth
California
$268K +$265K +15,826 New
FA
116
Fountainhead AM
New Jersey
$262K
LA
117
Latitude Advisors
Florida
$253K +$45.7K +2,734 +22%
HA
118
Hanover Advisors
South Carolina
$252K +$3.29K +197 +1%
SFG
119
Sterling Financial Group
California
$243K -$22.1K -1,320 -8%
PFS
120
Prospera Financial Services
Texas
$240K +$237K +14,182 New
FIM
121
Freedom Investment Management
Connecticut
$238K +$235K +14,040 New
KWM
122
Kingsview Wealth Management
Oregon
$228K +$7.94K +475 +4%
AQR Capital Management
123
AQR Capital Management
Connecticut
$225K +$222K +13,279 New
CIA
124
Capital Investment Advisors
Georgia
$210K -$9.38K -561 -4%
DCM
125
Davis Capital Management
Florida
$209K +$6.54K +391 +3%

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.