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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

142 hedge funds and large institutions have $571M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,550% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 2

413% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 16

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

23% more funds holding

Funds holding: 115 → 142 (+27)

14% more capital invested

Capital invested by funds: $499M → $571M (+$71.2M)

1.32% less ownership

Funds ownership: 77.21% → 75.89% (-1.3%)

Holders
142
Holders Change
+27
Holders Change %
+23.48%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
33
Increased
82
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Clearstead Advisors
Ohio
+$42.8M
2
RJA
Raymond James & Associates
Florida
+$18.5M
3
ACM
Advisors Capital Management
New Jersey
+$13.6M
4
ACA
Aptus Capital Advisors
Alabama
+$9.88M
5
MFWM
Motley Fool Wealth Management
Virginia
+$8.05M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.9M
2
LPL Financial
LPL Financial
California
-$6.49M
3
Jane Street
Jane Street
New York
-$4.58M
4
Wells Fargo
Wells Fargo
California
-$3.55M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Clearstead Advisors
Ohio
$43M +$42.8M +2,642,706 New
ACA
2
Aptus Capital Advisors
Alabama
$39.6M +$9.88M +610,231 +33%
Morgan Stanley
3
Morgan Stanley
New York
$32.3M -$6.9M -426,205 -18%
Wells Fargo
4
Wells Fargo
California
$32M -$3.55M -219,244 -10%
RJA
5
Raymond James & Associates
Florida
$31.5M +$18.5M +1,141,238 +144%
EB
6
Eastern Bank
Massachusetts
$30.6M +$415K +25,623 +1%
TF
7
TLWM Financial
Texas
$23M +$638K +39,385 +3%
LPL Financial
8
LPL Financial
California
$22.6M -$6.49M -400,493 -22%
MFWM
9
Motley Fool Wealth Management
Virginia
$22.2M +$8.05M +497,191 +57%
AUB
10
Atlantic Union Bankshares
Virginia
$19.5M +$3.43M +211,826 +21%
HCM
11
Hengehold Capital Management
Ohio
$19.2M +$995K +61,449 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17.4M +$1.78M +109,921 +11%
Invesco
13
Invesco
Georgia
$15.5M +$5.4M +333,154 +53%
ACM
14
Advisors Capital Management
New Jersey
$13.6M +$13.6M +837,558 New
Bank of America
15
Bank of America
North Carolina
$12.9M +$552K +34,072 +4%
UBS Group
16
UBS Group
Switzerland
$12.7M +$280K +17,258 +2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$12.2M +$437K +26,989 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$12.2M +$1.01M +62,185 +9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$12.2M +$236K +14,583 +2%
CPC
20
Cookson Peirce & Co
Pennsylvania
$9.32M +$32.5K +2,006 +0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.3M -$2.19M -135,471 -19%
ADL
22
Asset Dedication LLC
California
$6.97M +$488K +30,103 +8%
Truist Financial
23
Truist Financial
North Carolina
$6.76M +$719K +44,391 +12%
MWM
24
Marietta Wealth Management
Georgia
$5.79M +$56.8K +3,508 +1%
VIM
25
Vista Investment Management
Pennsylvania
$5.21M +$5.19M +320,154 New
1
2 3 4 5

BSCU Hedge Fund Activity: Q2 2024 in Review

142 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q2 2024, worth a combined $571M — up 14% from $499M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BSCU positions and 2 closed out — a net gain of 31 holders — while 82 added to existing stakes and 16 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $42.8M. The largest seller was Morgan Stanley, cutting an estimated $6.9M.

  • 142 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q2 2024, up from 115 in Q1 2024.
  • Funds reported $571M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 33 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q2 2024 and 2 closed out, a net change of +31 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $42.8M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $6.9M sold.

Based on aggregated 13F filings for Q2 2024.