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Invesco BulletShares 2030 Corporate Bond ETF

203 hedge funds and large institutions have $1.22B invested in Invesco BulletShares 2030 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 125 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 31

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

24% more capital invested

Capital invested by funds: $991M → $1.22B (+$233M)

1% more funds holding

Funds holding: 201203 (+2)

4.02% less ownership

Funds ownership: 85.78%81.77% (-4%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
2.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
23
Increased
125
Reduced
31
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$124M +$13.6M +828,192 +12%
Morgan Stanley
2
Morgan Stanley
New York
$88.2M +$29M +1,760,529 +49%
Raymond James Financial
3
Raymond James Financial
Florida
$74.5M +$11.2M +680,650 +18%
Lido Advisors
4
Lido Advisors
California
$69.1M +$68.5M +4,163,476 New
TA
5
TruWealth Advisors
Louisiana
$56.3M +$1.93M +117,223 +4%
CA
6
Clearstead Advisors
Ohio
$50.6M -$261K -15,831 -0.5%
Wells Fargo
7
Wells Fargo
California
$47.8M +$3.41M +206,897 +8%
Invesco
8
Invesco
Georgia
$44.9M +$631K +38,355 +1%
LPL Financial
9
LPL Financial
California
$36M +$442K +26,854 +1%
HBT
10
Hills Bank & Trust
Iowa
$33.4M +$5.17M +314,238 +19%
MFWM
11
Motley Fool Wealth Management
Virginia
$32.2M -$2.26M -137,363 -7%
AUB
12
Atlantic Union Bankshares
Virginia
$29.7M +$4.39M +266,407 +17%
TF
13
TLWM Financial
Texas
$27.2M +$571K +34,702 +2%
HCM
14
Hengehold Capital Management
Ohio
$25.7M +$1.52M +92,299 +6%
Bank of America
15
Bank of America
North Carolina
$25.6M +$1.25M +75,827 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$25.5M +$3.56M +216,155 +16%
UBS Group
17
UBS Group
Switzerland
$21.3M +$1.38M +84,072 +7%
IAS
18
IMA Advisory Services
Colorado
$20.7M +$12.6M +764,578 +159%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$19M +$2.04M +124,123 +12%
MCM
20
MAI Capital Management
Ohio
$17.6M +$2.62M +159,204 +18%
MA
21
MONECO Advisors
Connecticut
$16.1M +$4.93M +299,595 +45%
ACM
22
Advisors Capital Management
New Jersey
$14.3M +$261K +15,860 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$13.3M +$364K +22,102 +3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$13.1M +$12.1M +737,312 +1,427%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$11.2M +$4.26M +258,740 +62%

BSCU Hedge Fund Activity: Q1 2025 in Review

203 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q1 2025, worth a combined $1.22B — up 24% from $991M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSCU positions and 18 closed out — a net gain of 5 holders — while 125 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $68.5M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $7.01M sold.

  • 203 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q1 2025, up from 201 in Q4 2024.
  • Funds reported $1.22B of Invesco BulletShares 2030 Corporate Bond ETF stock for Q1 2025, up 24% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q1 2025 and 18 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q1 2025 was Lido Advisors, an estimated $68.5M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $7.01M sold.

Based on aggregated 13F filings for Q1 2025.