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Invesco BulletShares 2030 Corporate Bond ETF

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: 45 (+1)

24% more funds holding

Funds holding: 162201 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
176
Wingate Wealth Advisors
Massachusetts
$85.2K +$86.2K +5,205 New
LFG
177
Larson Financial Group
Missouri
$79.6K +$10.3K +619 +15%
KFI
178
Key Financial Inc
Pennsylvania
$73.3K
KOCAA
179
Knights of Columbus Asset Advisors
Connecticut
$65.1K
SIC
180
SJS Investment Consulting
Ohio
$64.1K
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$58K -$3.51K -212 -6%
LWANC
182
Laurel Wealth Advisors (North Carolina)
North Carolina
$52.4K +$53K +3,200 New
OC
183
Oarsman Capital
Wisconsin
$49.6K +$50.2K +3,030 New
SPIA
184
Steward Partners Investment Advisory
New York
$49.4K +$22.7K +1,367 +83%
VHAM
185
Van Hulzen Asset Management
California
$48.5K +$49.1K +2,965 New
BF
186
BOK Financial
Oklahoma
$47.7K
IA
187
IFP Advisors
Florida
$37K
CFGS
188
Concourse Financial Group Securities
Alabama
$31.9K
PTC
189
Private Trust Company
Ohio
$30.6K
Fidelity Investments
190
Fidelity Investments
Massachusetts
$27.8K -$116 -7 -0.4%
ST
191
Smithfield Trust
Pennsylvania
$22K
AIP
192
Ameritas Investment Partners
Nebraska
$19.8K -$10.7K -648 -35%
AF
193
Advisornet Financial
Minnesota
$19.3K +$19.5K +1,176 New
WBC
194
West Branch Capital
Massachusetts
$17.4K
GRP
195
Global Retirement Partners
California
$13K
RPA
196
Redwood Park Advisors
California
$10K +$10.1K +612 New
BTD
197
BankPlus Trust Department
Mississippi
$9.9K +$10K +605 New
FMB
198
Field & Main Bank
Kentucky
$8.21K +$8.32K +502 New
CFB
199
Cullen/Frost Bankers
Texas
$5.48K
TRCT
200
Tower Research Capital (TRC)
New York
$3.14K +$3.18K +192 New

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.