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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
DC
151
Davenport & Co
Virginia
$256K – – –
CFGA
152
Cambridge Financial Group (Arizona)
Arizona
$253K – – –
RAM
153
Redmond Asset Management
Virginia
$253K +$251K +15,238 New
Goldman Sachs
154
Goldman Sachs
New York
$253K +$251K +15,230 New
LA
155
Latitude Advisors
Florida
$252K +$2.68K +163 +1%
GS
156
GWN Securities
Florida
$252K +$250K +15,191 New
RFN
157
Redwood Financial Network
Ohio
$249K +$54.4K +3,306 +28%
PSIWM
158
Paradigm Strategies in Wealth Management
Minnesota
$248K +$45.6K +2,771 +23%
WC
159
Waterloo Capital
Texas
$246K +$3.06K +186 +1%
IWP
160
Insight Wealth Partners
Texas
$237K +$236K +14,309 New
PFS
161
Prospera Financial Services
Texas
$233K -$2.24K -136 -1%
SFG
162
Sterling Financial Group
California
$229K -$8.72K -530 -4%
FIM
163
Freedom Investment Management
Connecticut
$225K -$211K -12,833 -49%
AFG
164
Atomi Financial Group
New York
$224K +$222K +13,492 New
Legacy Financial Group (Iowa)
165
Legacy Financial Group (Iowa)
Iowa
$222K +$2.44K +148 +1%
KWM
166
Kingsview Wealth Management
Oregon
$217K +$13.7K +834 +7%
AA
167
Ancora Advisors
Ohio
$213K – – –
DCM
168
Davis Capital Management
Florida
$202K +$230 +14 +0.1%
EPP
169
ETF Portfolio Partners
Kansas
$202K +$201K +12,191 New
BFA
170
Bill Few Associates
Pennsylvania
$201K – – –
BEI
171
Benjamin Edwards Inc
Missouri
$201K – – –
UIM
172
Unified Investment Management
Georgia
$197K – – –
FCAS
173
First Command Advisory Services
Texas
$191K – – –
NFG
174
Nations Financial Group
Iowa
$188K +$187K +11,344 New
WWA
175
Wingate Wealth Advisors
Massachusetts
$188K +$101K +6,123 +118%
5 6
7
8 9

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.