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Invesco BulletShares 2030 Corporate Bond ETF

236 hedge funds and large institutions have $1.59B invested in Invesco BulletShares 2030 Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 31

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

16% more capital invested

Capital invested by funds: $1.37B → $1.59B (+$219M)

9% more funds holding

Funds holding: 216236 (+20)

0.24% less ownership

Funds ownership: 83.24%83% (-0.24%)

Holders
236
Holders Change
+20
Holders Change %
+9.26%
% of All Funds
3.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
36
Increased
137
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$145M +$11M +651,187 +8%
Morgan Stanley
2
Morgan Stanley
New York
$131M +$30M +1,783,045 +30%
Lido Advisors
3
Lido Advisors
California
$120M +$39.7M +2,357,648 +49%
Raymond James Financial
4
Raymond James Financial
Florida
$82.5M +$4.41M +261,913 +6%
TA
5
TruWealth Advisors
Louisiana
$74.9M +$9.22M +547,539 +14%
LPL Financial
6
LPL Financial
California
$57.4M +$18.4M +1,092,532 +47%
CA
7
Clearstead Advisors
Ohio
$56.4M +$3.57M +211,975 +7%
Invesco
8
Invesco
Georgia
$52.8M -$542K -32,174 -1%
Wells Fargo
9
Wells Fargo
California
$42.2M -$7.99M -474,660 -16%
HBT
10
Hills Bank & Trust
Iowa
$40.1M +$3.92M +232,725 +11%
AUB
11
Atlantic Union Bankshares
Virginia
$37.2M +$4.76M +282,453 +15%
HCM
12
Hengehold Capital Management
Ohio
$34.4M +$875K +51,958 +3%
UBS Group
13
UBS Group
Switzerland
$29.4M +$6.49M +385,662 +29%
Bank of America
14
Bank of America
North Carolina
$29.1M +$2.02M +120,005 +8%
TF
15
TLWM Financial
Texas
$28.1M +$282K +16,747 +1%
MFWM
16
Motley Fool Wealth Management
Virginia
$26.8M -$2.85M -169,495 -10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$25.8M -$1.28M -76,140 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$23.3M +$1.57M +93,357 +7%
IAS
19
IMA Advisory Services
Colorado
$22.4M +$252K +14,946 +1%
MA
20
MONECO Advisors
Connecticut
$21.7M +$2.73M +162,296 +14%
MCM
21
MAI Capital Management
Ohio
$21.5M +$1.78M +105,532 +9%
P
22
&Partners
Tennessee
$19.8M +$17M +1,009,278 +629%
TCM
23
Tradewinds Capital Management
Washington
$18.7M +$18.7M +1,107,812 New
Baird Financial Group
24
Baird Financial Group
Wisconsin
$15.4M +$951K +56,467 +7%
FF
25
Foronjy Financial
California
$15.2M +$1.54M +91,670 +11%

BSCU Hedge Fund Activity: Q3 2025 in Review

236 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2030 Corporate Bond ETF (BSCU) for Q3 2025, worth a combined $1.59B — up 16% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BSCU positions and 11 closed out — a net gain of 25 holders — while 137 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, adding an estimated $39.7M. The largest seller was Wells Fargo, cutting an estimated $7.99M.

  • 236 institutional investors held Invesco BulletShares 2030 Corporate Bond ETF (BSCU) as of Q3 2025, up from 216 in Q2 2025.
  • Funds reported $1.59B of Invesco BulletShares 2030 Corporate Bond ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 36 funds opened new Invesco BulletShares 2030 Corporate Bond ETF positions in Q3 2025 and 11 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF buyer in Q3 2025 was Lido Advisors, an estimated $39.7M added.
  • The largest Invesco BulletShares 2030 Corporate Bond ETF seller in Q3 2025 was Wells Fargo, an estimated $7.99M sold.

Based on aggregated 13F filings for Q3 2025.