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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
SWP
176
Stratos Wealth Partners
Ohio
$186K -$94.2K -5,721 -34%
CA
177
CWC Advisors
Oregon
$184K – – –
NHC
178
Nicholas Hoffman & Company
Georgia
$181K – – –
YP
179
YANKCOM Partnership
South Dakota
$163K +$25K +1,520 +18%
LWANC
180
Laurel Wealth Advisors (North Carolina)
North Carolina
$162K +$108K +6,579 +206%
AF
181
Allworth Financial
California
$144K +$5.76K +350 +4%
JP Morgan Chase
182
JP Morgan Chase
New York
$138K -$5.99K -364 -4%
US Bancorp
183
US Bancorp
Minnesota
$114K – – –
KFI
184
Key Financial Inc
Pennsylvania
$96.4K +$21.9K +1,330 +30%
UCB
185
United Community Bank
South Carolina
$91.2K – – –
MAM
186
Marquette Asset Management
Minnesota
$86.6K – – –
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$69.3K +$10.4K +632 +18%
NWMP
188
Noble Wealth Management PBC
Colorado
$66.4K -$44K -2,675 -40%
KOCAA
189
Knights of Columbus Asset Advisors
Connecticut
$65.9K – – –
SIC
190
SJS Investment Consulting
Ohio
$64.9K – – –
SVWA
191
Sarver Vrooman Wealth Advisors
Missouri
$60.4K +$60K +3,642 New
WF
192
Wayfinding Financial
Washington
$59K +$59.4K +3,606 New
SPIA
193
Steward Partners Investment Advisory
New York
$53.6K +$3.49K +212 +7%
MA
194
Montag & Associates
Georgia
$53.1K +$52.7K +3,199 New
IA
195
IFP Advisors
Florida
$37.5K – – –
Fidelity Investments
196
Fidelity Investments
Massachusetts
$32.6K +$4.41K +268 +16%
RF
197
Rossby Financial
Florida
$24.2K +$24K +1,456 New
ST
198
Smithfield Trust
Pennsylvania
$22K – – –
AF
199
Advisornet Financial
Minnesota
$19.5K – – –
WBC
200
West Branch Capital
Massachusetts
$17.6K – – –
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.