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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
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$229K +$232K +13,984 New
Legacy Financial Group (Iowa)
152
Legacy Financial Group (Iowa)
Iowa
$216K +$219K +13,216 New
AA
153
Ancora Advisors
Ohio
$210K +$11.2K +674 +6%
KWM
154
Kingsview Wealth Management
Oregon
$200K -$20.3K -1,223 -9%
PSIWM
155
Paradigm Strategies in Wealth Management
Minnesota
$200K – – –
DCM
156
Davis Capital Management
Florida
$199K -$2.17K -131 -1%
BFA
157
Bill Few Associates
Pennsylvania
$198K +$201K +12,125 New
BEI
158
Benjamin Edwards Inc
Missouri
$198K +$8K +483 +4%
KC
159
Kades & Cheifetz
Pennsylvania
$195K +$2.29K +138 +1%
UIM
160
Unified Investment Management
Georgia
$195K +$197K +11,900 New
RFN
161
Redwood Financial Network
Ohio
$191K +$16.8K +1,014 +9%
FCAS
162
First Command Advisory Services
Texas
$188K +$6K +362 +3%
CA
163
CWC Advisors
Oregon
$181K +$17.2K +1,040 +10%
NHC
164
Nicholas Hoffman & Company
Georgia
$179K +$181K +10,940 New
Jane Street
165
Jane Street
New York
$176K -$904K -54,546 -84%
FA
166
Forefront Analytics
Pennsylvania
$173K -$421K -25,402 -71%
UCFA
167
United Capital Financial Advisors
Texas
$171K +$174K +10,475 New
JP Morgan Chase
168
JP Morgan Chase
New York
$142K +$108K +6,538 +303%
AF
169
Allworth Financial
California
$137K +$139K +8,380 New
YP
170
YANKCOM Partnership
South Dakota
$136K +$137K +8,280 New
US Bancorp
171
US Bancorp
Minnesota
$112K – – –
NWMP
172
Noble Wealth Management PBC
Colorado
$109K +$111K +6,675 New
AWM
173
Avior Wealth Management
Nebraska
$90K +$91.1K +5,500 New
UCB
174
United Community Bank
South Carolina
$90K +$91.1K +5,500 New
MAM
175
Marquette Asset Management
Minnesota
$85.4K – – –
5 6
7
8 9

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.