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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

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: 5 → 8 (+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: 201 → 203 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$68.5M
2
Morgan Stanley
Morgan Stanley
New York
+$29M
3
ACA
Aptus Capital Advisors
Alabama
+$13.6M
4
IAS
IMA Advisory Services
Colorado
+$12.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$7.01M
2
EB
Eastern Bank
Massachusetts
-$3.58M
3
RIS
Richmond Investment Services
Wisconsin
-$2.55M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.27M
5
MFWM
Motley Fool Wealth Management
Virginia
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$849K +$539K +32,766 +178%
HF
102
HRT Financial
New York
$839K +$833K +50,608 New
SWM
103
Segment Wealth Management
Texas
$834K +$13.2K +800 +2%
DA
104
Dover Advisors
Virginia
$814K -$49.4K -3,000 -6%
CFS
105
CRA Financial Services
New Jersey
$812K +$150K +9,135 +23%
NS
106
NBC Securities
Alabama
$789K +$783K +47,557 +101,185%
CFS
107
Coordinated Financial Services
Colorado
$783K +$237K +14,374 +44%
Comerica Bank
108
Comerica Bank
Texas
$768K +$312K +18,964 +69%
KPWS
109
Kestra Private Wealth Services
Texas
$748K +$742K +45,075 New
VA
110
VestGen Advisors
Illinois
$730K +$724K +43,987 New
IWC
111
Integrated Wealth Concepts
Massachusetts
$724K +$304K +18,442 +73%
HA
112
Hanover Advisors
South Carolina
$679K +$341K +20,704 +102%
AQR Capital Management
113
AQR Capital Management
Connecticut
$675K +$266K +16,172 +66%
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$627K +$23.2K +1,409 +4%
EWA
115
EP Wealth Advisors
California
$623K – – –
AC
116
Apella Capital
Connecticut
$620K +$23.1K +1,405 +4%
HGA
117
Hobbs Group Advisors
South Carolina
$597K +$32.3K +1,965 +6%
QP
118
Quartz Partners
New York
$573K -$22.7K -1,379 -4%
HI
119
Harbour Investments
Wisconsin
$571K +$219K +13,327 +63%
FCCM
120
First City Capital Management
Georgia
$564K -$5.48K -333 -1%
ACG
121
Allen Capital Group
Nebraska
$540K +$131K +7,946 +32%
PMG
122
Private Management Group
California
$524K +$86.3K +5,245 +20%
AWM
123
Avior Wealth Management
Nebraska
$509K +$414K +25,171 +458%
MTWM
124
Masso Torrence Wealth Management
New Jersey
$506K -$532K -32,294 -51%
CAL
125
Capital Analysts LLC
Pennsylvania
$505K +$2.22K +135 +0.4%
3 4
5
6 7

BSCU Hedge Fund Activity: Q1 2025 in Review

203 of the 7,457 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.