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Invesco BulletShares 2030 Corporate Bond ETF

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: 45 (+1)

24% more funds holding

Funds holding: 162201 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Sagespring Wealth Partners
Tennessee
$670K +$678K +40,929 New
JWM
102
JPL Wealth Management
Colorado
$663K +$671K +40,506 New
CFS
103
CRA Financial Services
New Jersey
$652K +$660K +39,825 New
EWA
104
EP Wealth Advisors
California
$615K +$622K +37,553 New
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$596K +$255K +15,393 +73%
AC
106
Apella Capital
Connecticut
$591K +$599K +36,125 New
QP
107
Quartz Partners
New York
$588K +$66.3K +4,001 +13%
FCCM
108
First City Capital Management
Georgia
$561K -$2.07K -125 -0.4%
HGA
109
Hobbs Group Advisors
South Carolina
$557K +$6.4K +386 +1%
CFS
110
Coordinated Financial Services
Colorado
$538K +$544K +32,839 New
WMWM
111
Wilkins Miller Wealth Management
Alabama
$533K +$540K +32,563 New
OLA
112
Oliver Luxxe Assets
New Jersey
$523K +$319K +19,250 +157%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$516K +$99.8K +6,026 +24%
CAL
114
Capital Analysts LLC
Pennsylvania
$496K -$3.96K -239 -0.8%
Comerica Bank
115
Comerica Bank
Texas
$448K -$106K -6,423 -19%
EH
116
Equitable Holdings
New York
$436K -$722K -43,602 -62%
FIM
117
Freedom Investment Management
Connecticut
$432K +$204K +12,339 +88%
PMG
118
Private Management Group
California
$432K +$22.9K +1,380 +6%
OMC
119
Old Mission Capital
Illinois
$425K +$430K +25,942 New
IWC
120
Integrated Wealth Concepts
Massachusetts
$413K
APA
121
Astoria Portfolio Advisors
New York
$406K +$26.2K +1,579 +7%
ACG
122
Allen Capital Group
Nebraska
$403K +$123K +7,448 +43%
AQR Capital Management
123
AQR Capital Management
Connecticut
$402K +$187K +11,257 +85%
SWA
124
Sax Wealth Advisors
New Jersey
$400K +$14.9K +901 +4%
SIC
125
Sigma Investment Counselors
Michigan
$398K +$12.3K +742 +3%

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.