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Invesco BulletShares 2030 Corporate Bond ETF

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: 34 (+1)

32% more capital invested

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

14% more funds holding

Funds holding: 142162 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$31.7K
AIP
152
Ameritas Investment Partners
Nebraska
$31.5K -$32K -1,916 -51%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$28.9K +$28.5K +1,705 +170,500%
SPIA
154
Steward Partners Investment Advisory
New York
$28K +$16.4K +979 +146%
LWCFA
155
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.6K +$25.8K +1,544 New
ST
156
Smithfield Trust
Pennsylvania
$23K +$67 +4 +0.3%
WBC
157
West Branch Capital
Massachusetts
$18K
GRP
158
Global Retirement Partners
California
$13.5K
NA
159
NewEdge Advisors
Louisiana
$5.93K
FFA
160
Farther Finance Advisors
California
$5.78K
CFB
161
Cullen/Frost Bankers
Texas
$5.68K +$5.6K +335 New
HGERS
162
Householder Group Estate & Retirement Specialist
Arizona
$3K +$50 +3 +1%
MFS
163
Mattson Financial Services
Michigan
$2.81K
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
-$3.54M -217,692 Closed
Cerity Partners
165
Cerity Partners
New York
-$397K -24,417 Closed
OMC
166
Old Mission Capital
Illinois
-$295K -18,163 Closed
Mariner
167
Mariner
Kansas
-$168K -10,338 Closed
AssetMark Inc
168
AssetMark Inc
California
-$4.8K -295 Closed
ATPW
169
Ashton Thomas Private Wealth
Arizona
-$3.51K -216 Closed
GI
170
Gradient Investments
Minnesota
-$2.81K -173 Closed

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.