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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

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: 4 → 5 (+1)

24% more funds holding

Funds holding: 162 → 201 (+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
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$54.3M
2
TA
TruWealth Advisors
Louisiana
+$43M
3
HBT
Hills Bank & Trust
Iowa
+$27.8M
4
Morgan Stanley
Morgan Stanley
New York
+$23.5M
5
MCM
MAI Capital Management
Ohio
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
-$25.5M
2
Jane Street
Jane Street
New York
-$904K
3
HSWS
Higgins & Schmidt Wealth Strategies
Colorado
-$884K
4
LPT
Legacy Private Trust
Wisconsin
-$817K
5
NS
NBC Securities
Alabama
-$816K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$380K +$54.7K +3,299 +17%
DAS
127
Dynamic Advisor Solutions
Arizona
$366K +$370K +22,342 New
MFP
128
Meridian Financial Partners
Virginia
$360K -$109K -6,572 -23%
WA
129
Waverly Advisors
Alabama
$350K +$43.1K +2,600 +14%
HI
130
Harbour Investments
Wisconsin
$346K +$350K +21,107 New
HA
131
Hanover Advisors
South Carolina
$331K +$88.3K +5,331 +36%
FHA
132
First Horizon Advisors
Tennessee
$331K +$50 +3 +0%
KAS
133
Kestra Advisory Services
Texas
$308K +$312K +18,802 New
SM
134
Sensible Money
Arizona
$307K +$10.9K +659 +4%
SWM
135
Silverlake Wealth Management
Vermont
$307K +$311K +18,770 New
CIA
136
Capital Investment Advisors
Georgia
$305K +$103K +6,241 +50%
ACP
137
Aveo Capital Partners
Colorado
$302K +$3.1K +187 +1%
GWM
138
Geneos Wealth Management
Colorado
$301K +$305K +18,403 New
KCM
139
Kaye Capital Management
California
$296K +$117K +7,058 +64%
SWP
140
Stratos Wealth Partners
Ohio
$277K -$81.6K -4,924 -23%
EA
141
Everpar Advisors
Oklahoma
$266K +$76.7K +4,626 +40%
HT
142
Heritage Trust
Oklahoma
$265K +$269K +16,205 New
MPW
143
Monterey Private Wealth
California
$262K +$3.08K +186 +1%
FA
144
Fountainhead AM
New Jersey
$254K +$994 +60 +0.4%
DC
145
Davenport & Co
Virginia
$253K +$256K +15,455 New
CFGA
146
Cambridge Financial Group (Arizona)
Arizona
$250K +$253K +15,260 New
LA
147
Latitude Advisors
Florida
$246K +$1.56K +94 +0.6%
WC
148
Waterloo Capital
Texas
$239K -$64.2K -3,876 -21%
SFG
149
Sterling Financial Group
California
$234K – – –
PFS
150
Prospera Financial Services
Texas
$232K – – –
4 5
6
7 8

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.