We are live on ! Find out more
BSCU icon

Invesco BulletShares 2030 Corporate Bond ETF
BSCU

236 hedge funds and large institutions have $1.59B invested in Invesco BulletShares 2030 Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 31

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

16% more capital invested

Capital invested by funds: $1.37B → $1.59B (+$219M)

9% more funds holding

Funds holding: 216 → 236 (+20)

0.24% less ownership

Funds ownership: 83.24% → 83% (-0.24%)

Holders
236
Holders Change
+20
Holders Change %
+9.26%
% of All Funds
3.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
36
Increased
137
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$39.7M
2
Morgan Stanley
Morgan Stanley
New York
+$30M
3
TCM
Tradewinds Capital Management
Washington
+$18.7M
4
LPL Financial
LPL Financial
California
+$18.4M
5
P
&Partners
Tennessee
+$17M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.99M
2
NAM
NorthCrest Asset Manangement
Minnesota
-$5.04M
3
MFWM
Motley Fool Wealth Management
Virginia
-$2.85M
4
Truist Financial
Truist Financial
North Carolina
-$2.73M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
101
River Wealth Advisors
Pennsylvania
$1.2M +$34.4K +2,045 +3%
IBOK
102
Independence Bank of Kentucky
Kentucky
$1.17M +$85.4K +5,071 +8%
LPT
103
Legacy Private Trust
Wisconsin
$1.1M -$100K -5,962 -8%
AC
104
Apella Capital
Connecticut
$1.09M +$469K +27,836 +77%
DAS
105
Dynamic Advisor Solutions
Arizona
$1.08M +$533K +31,625 +98%
CFS
106
Coordinated Financial Services
Colorado
$1.03M +$58.7K +3,489 +6%
JWM
107
JPL Wealth Management
Colorado
$988K +$153K +9,067 +18%
SPC
108
Sigma Planning Corp
Michigan
$961K +$63.1K +3,750 +7%
AQR Capital Management
109
AQR Capital Management
Connecticut
$923K +$265K +15,725 +40%
HT
110
Heritage Trust
Oklahoma
$907K +$229K +13,613 +34%
AR
111
Apeiron RIA
Texas
$891K +$885K +52,562 New
SWM
112
Segment Wealth Management
Texas
$873K – – –
DA
113
Dover Advisors
Virginia
$870K +$60.6K +3,600 +8%
CFS
114
CRA Financial Services
New Jersey
$832K -$12.1K -720 -1%
HA
115
Hanover Advisors
South Carolina
$792K +$44.8K +2,661 +6%
Citadel Advisors
116
Citadel Advisors
Florida
$777K -$2.34M -138,870 -75%
NS
117
NBC Securities
Alabama
$747K -$29.4K -1,749 -4%
HGA
118
Hobbs Group Advisors
South Carolina
$741K -$153K -9,073 -17%
OLA
119
Oliver Luxxe Assets
New Jersey
$723K +$191K +11,336 +36%
RAM
120
Redmond Asset Management
Virginia
$698K +$398K +23,662 +134%
Creative Planning
121
Creative Planning
Kansas
$682K +$230K +13,631 +51%
NCG
122
Newport Capital Group
New Jersey
$669K +$667K +39,588 New
HI
123
Harbour Investments
Wisconsin
$662K +$74.1K +4,399 +13%
FCM
124
Fourpath Capital Management
Oklahoma
$650K +$67.8K +4,027 +12%
KBFS
125
Kohmann Bosshard Financial Services
Ohio
$644K – – –
3 4
5
6 7

BSCU Hedge Fund Activity: Q3 2025 in Review

236 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q3 2025, worth a combined $1.59B — up 16% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BSCU positions and 11 closed out — a net gain of 25 holders — while 137 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, adding an estimated $39.7M. The largest seller was Wells Fargo, cutting an estimated $7.99M.

  • 236 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q3 2025, up from 216 in Q2 2025.
  • Funds reported $1.59B of Invesco BulletShares 2030 Corporate Bond ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 36 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q3 2025 and 11 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q3 2025 was Lido Advisors, an estimated $39.7M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q3 2025 was Wells Fargo, an estimated $7.99M sold.

Based on aggregated 13F filings for Q3 2025.