BSCU icon

Invesco BulletShares 2030 Corporate Bond ETF

101 hedge funds and large institutions have $406M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
101
Holders Change
+29
Holders Change %
+40.28%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
46
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$64.8M 3,895,400 +3,007,033 +338%
Wells Fargo
2
Wells Fargo
California
$33.8M 2,029,857 +690,888 +52%
EB
3
Eastern Bank
Massachusetts
$28.5M 1,710,671 +18,142 +1%
ACA
4
Aptus Capital Advisors
Alabama
$26.4M 1,585,169 +1,844 +0.1%
LPL Financial
5
LPL Financial
California
$23.8M 1,431,847 +1,043,869 +269%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$23.6M 1,416,951 +1,389,853 +5,129%
TF
7
TLWM Financial
Texas
$21.1M 1,269,018 +1,199,632 +1,729%
MFWM
8
Motley Fool Wealth Management
Virginia
$13.7M 820,943 +820,943 New
AUB
9
Atlantic Union Bankshares
Virginia
$13.6M 819,333 +132,074 +19%
Bank of America
10
Bank of America
North Carolina
$12.1M 724,945 +91,126 +14%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$10.4M 624,791 -10,929 -2%
Invesco
12
Invesco
Georgia
$10M 601,308 +253,638 +73%
CPC
13
Cookson Peirce & Co
Pennsylvania
$8.75M 526,263 -6,185 -1%
LPT
14
Legacy Private Trust
Wisconsin
$8.69M 522,353 +413,604 +380%
Jane Street
15
Jane Street
New York
$8.49M 510,163 +178,330 +54%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$7.94M 477,093 -105,573 -18%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.7M 402,847 +50,447 +14%
Truist Financial
18
Truist Financial
North Carolina
$6.03M 362,480 +29,079 +9%
UBS Group
19
UBS Group
Switzerland
$5.88M 353,632 +252,229 +249%
MWM
20
Marietta Wealth Management
Georgia
$5.44M 327,146 -2,866 -0.9%
RJA
21
Raymond James & Associates
Florida
$5.07M 304,977 +199,361 +189%
NAM
22
NorthCrest Asset Manangement
Minnesota
$4.95M 297,390 +9,467 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.78M 287,401 +217,201 +309%
ADL
24
Asset Dedication LLC
California
$4.46M 268,195 +32,242 +14%
CCB
25
Country Club Bank
Missouri
$4.34M 260,684 +1,813 +0.7%