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Invesco BulletShares 2030 Corporate Bond ETF

162 hedge funds and large institutions have $753M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 18

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $571M → $753M (+$183M)

14% more funds holding

Funds holding: 142162 (+20)

1.19% more ownership

Funds ownership: 75.89%77.08% (+1.2%)

Holders
162
Holders Change
+20
Holders Change %
+14.08%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
29
Increased
97
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$56.8M +$15.3M +916,839 +38%
CA
2
Clearstead Advisors
Ohio
$49.1M +$4.28M +256,199 +10%
RJA
3
Raymond James & Associates
Florida
$43.9M +$11M +655,270 +34%
Invesco
4
Invesco
Georgia
$41.4M +$24.9M +1,486,662 +155%
Wells Fargo
5
Wells Fargo
California
$40.6M +$7.14M +427,408 +22%
Morgan Stanley
6
Morgan Stanley
New York
$36.3M +$2.64M +158,211 +8%
LPL Financial
7
LPL Financial
California
$32.3M +$8.6M +514,267 +37%
EB
8
Eastern Bank
Massachusetts
$31.8M -$101K -6,014 -0.3%
TF
9
TLWM Financial
Texas
$24.9M +$929K +55,549 +4%
HCM
10
Hengehold Capital Management
Ohio
$24.3M +$4.21M +251,795 +21%
AUB
11
Atlantic Union Bankshares
Virginia
$23.8M +$3.4M +203,421 +17%
MFWM
12
Motley Fool Wealth Management
Virginia
$22.3M -$829K -49,599 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.6M +$2.48M +148,499 +14%
Bank of America
14
Bank of America
North Carolina
$18.1M +$4.62M +276,522 +35%
ACM
15
Advisors Capital Management
New Jersey
$14.5M +$254K +15,187 +2%
UBS Group
16
UBS Group
Switzerland
$14.4M +$1.19M +71,377 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.2M +$4.44M +265,751 +46%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$13.3M +$612K +36,594 +5%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$13M +$211K +12,608 +2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$12.9M +$173K +10,339 +1%
TA
21
TruWealth Advisors
Louisiana
$11.6M +$11.4M +681,843 New
CPC
22
Cookson Peirce & Co
Pennsylvania
$9.68M -$33.5K -2,006 -0.3%
Truist Financial
23
Truist Financial
North Carolina
$8.31M +$1.24M +74,126 +18%
MA
24
MONECO Advisors
Connecticut
$7.59M +$4.01M +239,675 +115%
ADL
25
Asset Dedication LLC
California
$7.42M +$147K +8,822 +2%

BSCU Hedge Fund Activity: Q3 2024 in Review

162 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q3 2024, worth a combined $753M — up 32% from $571M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BSCU positions and 7 closed out — a net gain of 22 holders — while 97 added to existing stakes and 18 trimmed.

The largest buyer was Invesco, adding an estimated $24.9M. The largest seller was Strategic Financial Concepts, cutting an estimated $5.38M.

  • 162 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q3 2024, up from 142 in Q2 2024.
  • Funds reported $753M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 29 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q3 2024 and 7 closed out, a net change of +22 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q3 2024 was Invesco, an estimated $24.9M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $5.38M sold.

Based on aggregated 13F filings for Q3 2024.