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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
AIP
126
Ameritas Investment Partners
Nebraska
$61.4K +$324 +20 +0.5%
IA
127
IFP Advisors
Florida
$36.3K +$36.2K +2,233 New
CFGS
128
Concourse Financial Group Securities
Alabama
$32K +$4.62K +285 +17%
PTC
129
Private Trust Company
Ohio
$30.4K +$30.3K +1,871 New
HGA
130
Hobbs Group Advisors
South Carolina
$21K +$21K +1,294 New
ST
131
Smithfield Trust
Pennsylvania
$21K +$437 +27 +2%
WBC
132
West Branch Capital
Massachusetts
$17.2K – – –
GRP
133
Global Retirement Partners
California
$12.9K +$12.9K +794 New
SPIA
134
Steward Partners Investment Advisory
New York
$10.9K +$10.9K +670 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$10.7K – – –
NA
136
NewEdge Advisors
Louisiana
$5.69K – – –
FFA
137
Farther Finance Advisors
California
$5.52K +$5.52K +341 New
AssetMark Inc
138
AssetMark Inc
California
$4.8K +$4.78K +295 New
ATPW
139
Ashton Thomas Private Wealth
Arizona
$3.51K +$3.5K +216 New
HGERS
140
Householder Group Estate & Retirement Specialist
Arizona
$3K +$32 +2 +0.9%
GI
141
Gradient Investments
Minnesota
$2.81K – – –
MFS
142
Mattson Financial Services
Michigan
$2.81K +$2.8K +173 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$16 +$16 +1 New
FPB
144
First PREMIER Bank
South Dakota
– -$4K -239 Closed
JP Morgan Chase
145
JP Morgan Chase
New York
– -$3.26K -199 Closed
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.