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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

115 hedge funds and large institutions have $499M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 8

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $406M → $499M (+$93.5M)

14% more funds holding

Funds holding: 101 → 115 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13.13% less ownership

Funds ownership: 90.34% → 77.21% (-13%)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
76
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Hengehold Capital Management
Ohio
+$18.1M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$15.4M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$11.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.12M
5
RJA
Raymond James & Associates
Florida
+$8.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$24.4M
2
LPT
Legacy Private Trust
Wisconsin
-$4.37M
3
FTUS
Flow Traders U.S.
New York
-$1.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$568K
5
DWG
Darden Wealth Group
Michigan
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.5M -$24.4M -1,484,497 -38%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$38.7M +$15.4M +941,535 +66%
Wells Fargo
3
Wells Fargo
California
$35.9M +$2.6M +158,307 +8%
EB
4
Eastern Bank
Massachusetts
$30.4M +$2.35M +143,386 +8%
ACA
5
Aptus Capital Advisors
Alabama
$29.9M +$3.92M +238,689 +15%
LPL Financial
6
LPL Financial
California
$29.4M +$5.93M +361,394 +25%
TF
7
TLWM Financial
Texas
$22.5M +$1.72M +104,549 +8%
HCM
8
Hengehold Capital Management
Ohio
$18.4M +$18.1M +1,104,478 +7,186%
AUB
9
Atlantic Union Bankshares
Virginia
$16.2M +$2.77M +169,164 +21%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15.7M +$9.12M +555,764 +138%
MFWM
11
Motley Fool Wealth Management
Virginia
$14.2M +$726K +44,284 +5%
RJA
12
Raymond James & Associates
Florida
$13M +$8.01M +488,306 +160%
UBS Group
13
UBS Group
Switzerland
$12.5M +$6.68M +407,494 +115%
Bank of America
14
Bank of America
North Carolina
$12.5M +$570K +34,771 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$12.1M +$1.81M +110,500 +18%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$11.9M +$11.9M +725,903 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$11.6M +$6.89M +420,258 +146%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11.3M +$3.47M +211,466 +44%
Invesco
19
Invesco
Georgia
$10.2M +$355K +21,668 +4%
CPC
20
Cookson Peirce & Co
Pennsylvania
$9.36M +$737K +44,943 +9%
Jane Street
21
Jane Street
New York
$8.22M -$142K -8,686 -2%
ADL
22
Asset Dedication LLC
California
$6.52M +$2.14M +130,393 +49%
Truist Financial
23
Truist Financial
North Carolina
$6.09M +$148K +8,999 +2%
MWM
24
Marietta Wealth Management
Georgia
$5.78M +$417K +25,399 +8%
NAM
25
NorthCrest Asset Manangement
Minnesota
$5.01M +$140K +8,520 +3%
1
2 3 4 5

BSCU Hedge Fund Activity: Q1 2024 in Review

115 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q1 2024, worth a combined $499M — up 23% from $406M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSCU positions and 8 closed out — a net gain of 15 holders — while 76 added to existing stakes and 8 trimmed.

The largest buyer was Hengehold Capital Management, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $24.4M.

  • 115 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q1 2024, up from 101 in Q4 2023.
  • Funds reported $499M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q1 2024, up 23% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q1 2024 and 8 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q1 2024 was Hengehold Capital Management, an estimated $18.1M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2024.