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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

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: 3 → 4 (+1)

32% more capital invested

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

14% more funds holding

Funds holding: 142 → 162 (+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
–

Top Buyers

1
Invesco
Invesco
Georgia
+$24.9M
2
ACA
Aptus Capital Advisors
Alabama
+$15.3M
3
TA
TruWealth Advisors
Louisiana
+$11.4M
4
RJA
Raymond James & Associates
Florida
+$11M
5
LPL Financial
LPL Financial
California
+$8.6M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$5.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.54M
3
Jane Street
Jane Street
New York
-$2.56M
4
MFWM
Motley Fool Wealth Management
Virginia
-$829K
5
Cerity Partners
Cerity Partners
New York
-$397K
Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
126
Oliver Luxxe Assets
New Jersey
$208K +$205K +12,250 New
PSIWM
127
Paradigm Strategies in Wealth Management
Minnesota
$207K +$204K +12,187 New
AA
128
Ancora Advisors
Ohio
$206K – – –
RIS
129
Retirement Income Solutions
Michigan
$202K – – –
CIC
130
Carnegie Investment Counsel
Ohio
$200K +$197K +11,802 New
KC
131
Kades & Cheifetz
Pennsylvania
$199K +$2.36K +141 +1%
EA
132
Everpar Advisors
Oklahoma
$197K +$25.9K +1,550 +15%
BEI
133
Benjamin Edwards Inc
Missouri
$197K +$194K +11,622 New
SCA
134
Snowden Capital Advisors
New York
$196K -$36.7K -2,198 -16%
FCAS
135
First Command Advisory Services
Texas
$189K +$2.54K +152 +1%
KCM
136
Kaye Capital Management
California
$187K +$184K +11,016 New
RFN
137
Redwood Financial Network
Ohio
$181K +$178K +10,674 New
HF
138
HRT Financial
New York
$173K +$171K +10,249 New
CA
139
CWC Advisors
Oregon
$170K +$168K +10,045 New
US Bancorp
140
US Bancorp
Minnesota
$116K – – –
MAM
141
Marquette Asset Management
Minnesota
$88.5K – – –
KFI
142
Key Financial Inc
Pennsylvania
$75.9K – – –
LFG
143
Larson Financial Group
Missouri
$71.9K -$46.3K -2,771 -39%
KOCAA
144
Knights of Columbus Asset Advisors
Connecticut
$67.4K – – –
SIC
145
SJS Investment Consulting
Ohio
$66.3K – – –
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$63.7K +$51.8K +3,100 +473%
BF
147
BOK Financial
Oklahoma
$49.7K +$49.1K +2,938 New
IA
148
IFP Advisors
Florida
$38.3K +$451 +27 +1%
JP Morgan Chase
149
JP Morgan Chase
New York
$36.5K +$36K +2,156 New
CFGS
150
Concourse Financial Group Securities
Alabama
$33K -$351 -21 -1%
3 4 5
6
7

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.