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Invesco BulletShares 2030 Corporate Bond ETF
BSCU

201 hedge funds and large institutions have $991M invested in Invesco BulletShares 2030 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 7

340% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 25

32% more capital invested

Capital invested by funds: $753M → $991M (+$238M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more funds holding

Funds holding: 162 → 201 (+39)

8.71% more ownership

Funds ownership: 77.08% → 85.78% (+8.7%)

Holders
201
Holders Change
+39
Holders Change %
+24.07%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
48
Increased
110
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$54.3M
2
TA
TruWealth Advisors
Louisiana
+$43M
3
HBT
Hills Bank & Trust
Iowa
+$27.8M
4
Morgan Stanley
Morgan Stanley
New York
+$23.5M
5
MCM
MAI Capital Management
Ohio
+$14.9M

Top Sellers

1
EB
Eastern Bank
Massachusetts
-$25.5M
2
Jane Street
Jane Street
New York
-$904K
3
HSWS
Higgins & Schmidt Wealth Strategies
Colorado
-$884K
4
LPT
Legacy Private Trust
Wisconsin
-$817K
5
NS
NBC Securities
Alabama
-$816K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$108M +$54.3M +3,274,683 +98%
Raymond James Financial
2
Raymond James Financial
Florida
$62.3M +$63.1M +3,807,218 New
Morgan Stanley
3
Morgan Stanley
New York
$58.3M +$23.5M +1,415,904 +66%
TA
4
TruWealth Advisors
Louisiana
$53.7M +$43M +2,596,320 +381%
CA
5
Clearstead Advisors
Ohio
$50.2M +$2.78M +167,770 +6%
Wells Fargo
6
Wells Fargo
California
$43.7M +$4.56M +275,281 +11%
Invesco
7
Invesco
Georgia
$43.7M +$3.76M +226,786 +9%
LPL Financial
8
LPL Financial
California
$35M +$3.87M +233,639 +12%
MFWM
9
Motley Fool Wealth Management
Virginia
$34M +$12.7M +764,539 +58%
HBT
10
Hills Bank & Trust
Iowa
$27.8M +$27.8M +1,678,160 +8,253%
TF
11
TLWM Financial
Texas
$26.3M +$2.26M +136,633 +9%
AUB
12
Atlantic Union Bankshares
Virginia
$24.9M +$1.98M +119,788 +9%
Bank of America
13
Bank of America
North Carolina
$24M +$6.6M +398,222 +37%
HCM
14
Hengehold Capital Management
Ohio
$23.9M +$433K +26,124 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$21.6M +$1.72M +103,538 +9%
UBS Group
16
UBS Group
Switzerland
$19.7M +$5.83M +352,055 +41%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16.7M +$3.03M +182,989 +22%
MCM
18
MAI Capital Management
Ohio
$14.7M +$14.9M +900,077 New
ACM
19
Advisors Capital Management
New Jersey
$13.9M -$65.3K -3,942 -0.5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$12.8M +$267K +16,091 +2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$11.9M -$562K -33,933 -4%
MA
22
MONECO Advisors
Connecticut
$11M +$3.67M +221,298 +49%
CPC
23
Cookson Peirce & Co
Pennsylvania
$9.79M +$442K +26,651 +5%
Truist Financial
24
Truist Financial
North Carolina
$8.53M +$512K +30,911 +6%
IAS
25
IMA Advisory Services
Colorado
$7.89M +$1.01M +60,702 +14%
1
2 3 4 5

BSCU Hedge Fund Activity: Q4 2024 in Review

201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q4 2024, worth a combined $991M — up 32% from $753M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BSCU positions and 7 closed out — a net gain of 41 holders — while 110 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $54.3M. The largest seller was Eastern Bank, cutting an estimated $25.5M.

  • 201 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q4 2024, up from 162 in Q3 2024.
  • Funds reported $991M of Invesco BulletShares 2030 Corporate Bond ETF stock for Q4 2024, up 32% quarter-over-quarter.
  • 48 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q4 2024 and 7 closed out, a net change of +41 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $54.3M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q4 2024 was Eastern Bank, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2024.