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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
SWA
126
Sax Wealth Advisors
New Jersey
$473K +$67.8K +4,119 +17%
EH
127
Equitable Holdings
New York
$443K +$1.68K +102 +0.4%
VDI
128
Vaughan David Investments
Illinois
$432K +$428K +26,020 New
DAS
129
Dynamic Advisor Solutions
Arizona
$429K +$58K +3,522 +16%
RWA
130
Redhawk Wealth Advisors
Minnesota
$414K +$411K +24,938 New
SIC
131
Sigma Investment Counselors
Michigan
$412K +$8.23K +500 +2%
APA
132
Astoria Portfolio Advisors
New York
$412K +$379 +23 +0.1%
OLA
133
Oliver Luxxe Assets
New Jersey
$411K -$110K -6,700 -21%
HighTower Advisors
134
HighTower Advisors
Illinois
$407K +$21.4K +1,302 +6%
HT
135
Heritage Trust
Oklahoma
$398K +$128K +7,770 +48%
KP
136
Keel Point
Alabama
$381K +$378K +22,949 New
WA
137
Waverly Advisors
Alabama
$372K +$17.8K +1,079 +5%
MFP
138
Meridian Financial Partners
Virginia
$363K -$1.37K -83 -0.4%
KAS
139
Kestra Advisory Services
Texas
$347K +$35.1K +2,131 +11%
FHA
140
First Horizon Advisors
Tennessee
$345K +$10.1K +613 +3%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$340K +$108K +6,532 +47%
Creative Planning
142
Creative Planning
Kansas
$329K +$326K +19,817 New
EA
143
Everpar Advisors
Oklahoma
$328K +$57.8K +3,509 +22%
LFG
144
Larson Financial Group
Missouri
$326K +$243K +14,757 +303%
SM
145
Sensible Money
Arizona
$319K +$7.57K +460 +2%
SWM
146
Silverlake Wealth Management
Vermont
$311K – – –
CIA
147
Capital Investment Advisors
Georgia
$309K – – –
MPW
148
Monterey Private Wealth
California
$269K +$2.95K +179 +1%
FA
149
Fountainhead AM
New Jersey
$260K +$1.89K +115 +0.7%
MCB
150
Morton Community Bank
Illinois
$259K +$257K +15,620 New
4 5
6
7 8

BSCU Hedge Fund Activity: Q1 2025 in Review

203 of the 7,458 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.