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Invesco BulletShares 2030 Corporate Bond ETF (BSCU) Institutional Ownership

Invesco BulletShares 2030 Corporate Bond ETF logo
$16.38 0.00 (0.00%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU)

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$300.44M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$36.47M
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BSCU Institutional Buying and Selling by Quarter

Invesco BulletShares 2030 Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Secure Asset Management LLC171,877$2.81M0.4%+19.0%0.222%
1/17/2025Avior Wealth Management LLC5,500$90K0.0%N/A0.007%
1/17/2025Bill Few Associates Inc.12,125$198K0.1%N/A0.016%
1/17/2025Janney Montgomery Scott LLC726,280$11.89M0.0%-4.5%0.959%
1/17/2025Red Spruce Capital LLC62,069$1.02M0.5%+43.8%0.082%
1/17/2025Segment Wealth Management LLC49,470$810K0.1%+78.2%0.065%
1/16/2025Ironwood Financial llc79,426$1.30M0.3%+9.5%0.105%
1/15/2025 Astoria Portfolio Advisors LLC.25,032$406K0.1%+6.7%0.033%
1/15/2025 TruWealth Advisors LLC3,278,163$53.66M3.2%+380.8%4.328%
1/15/2025 Sax Wealth Advisors LLC24,405$400K0.0%+3.8%0.032%
1/15/2025 Butensky & Cohen Financial Security Inc.73,471$1.20M0.4%+1.3%0.097%
1/15/2025 Kaye Capital Management18,074$296K0.1%+64.1%0.024%
1/15/2025 Everpar Advisors LLC16,272$266K0.1%+39.7%0.021%
1/15/2025 Carnegie Investment Counsel153,155$2.51M0.1%+1,197.7%0.202%
1/14/2025 Apella Capital LLC36,125$591K0.0%N/A0.048%
1/14/2025 Laurel Wealth Advisors LLC3,200$52K0.0%N/A0.004%
1/14/2025 Meridian Financial Partners LLC21,988$360K0.2%-23.0%0.029%
1/14/2025 Tlwm1,605,134$26.28M5.2%+9.3%2.119%
1/14/2025 Waycross Investment Management Co401,526$6.57M6.9%+0.5%0.530%
1/13/2025 BCS Wealth Management251,801$4.12M1.0%+32.7%0.336%
1/13/2025 Eastern Bank337,604$5.53M0.1%-82.0%0.450%
1/13/2025 Capital Investment Advisors LLC18,603$305K0.0%+50.5%0.025%
1/8/2025 Legacy Private Trust Co.87,023$1.43M0.1%-36.2%0.118%
1/7/2025 Horizons Wealth Management198,854$3.26M2.5%+96.4%0.269%
1/6/2025 Oliver Luxxe Assets LLC19,250$315K0.1%+57.1%0.026%
12/26/2024JPMorgan Chase & Co.2,156$37K0.0%N/A0.004%
11/25/2024Sanctuary Advisors LLC117,331$1.93M0.0%+97.9%0.192%
11/18/2024Hobbs Group Advisors LLC33,641$570K0.2%+2,499.8%0.055%
11/15/2024MML Investors Services LLC256,933$4.36M0.0%+60.8%0.421%
11/15/2024Jane Street Group LLC65,296$1.11M0.0%-70.1%0.107%
11/15/2024Stifel Financial Corp119,479$2.03M0.0%+7.3%0.196%
11/15/2024Motley Fool Wealth Management LLC1,312,819$22.25M1.1%-3.6%2.150%
11/15/2024HighTower Advisors LLC19,920$337K0.0%+63.5%0.033%
11/15/2024Benjamin Edwards Inc.11,622$197K0.0%N/A0.019%
11/14/2024Timber Creek Capital Management LLC57,397$973K0.3%+18.1%0.094%
11/14/2024Flow Traders U.S. LLC106,563$1.81M0.1%N/A0.175%
11/14/2024Captrust Financial Advisors53,763$911K0.0%+72.9%0.088%
11/14/2024Atlantic Union Bankshares Corp1,403,744$23.79M1.4%+16.9%2.299%
11/13/2024Freedom Investment Management Inc.14,040$238K0.0%N/A0.023%
11/13/2024FMR LLC1,706$29K0.0%+170,500.0%0.003%
11/13/2024Davis R M Inc.79,509$1.35M0.0%+46.5%0.130%
11/12/2024Larson Financial Group LLC4,245$72K0.0%-39.5%0.007%
11/12/2024Allen Capital Group LLC17,145$291K0.0%+46.4%0.028%
11/8/2024 First City Capital Management Inc.34,425$584K0.3%+12.1%0.056%
11/8/2024Prospera Financial Services Inc14,182$240K0.0%N/A0.023%
11/6/2024Sawgrass Asset Management LLC91,807$1.56M0.2%+6.8%0.150%
11/6/2024Straight Path Wealth Management112,393$1.91M0.8%+12.0%0.184%
11/5/2024Aptus Capital Advisors LLC3,350,928$56.80M0.8%+37.7%5.489%
11/4/2024Addison Advisors LLC227,947$3.86M1.1%+22.2%0.373%
11/4/2024G2 Capital Management LLC OH87,487$1.48M0.4%+1.2%0.143%
11/4/2024Sigma Planning Corp58,070$984K0.0%+3.6%0.095%
11/1/2024Atria Investments Inc71,463$1.21M0.0%+32.3%0.117%
10/30/2024Legacy CG LLC160,179$2.72M0.9%N/A0.262%
10/29/2024Latitude Advisors LLC14,934$253K0.1%+22.4%0.024%
10/29/2024Janney Montgomery Scott LLC760,213$12.89M0.0%+1.4%1.245%
10/29/2024Private Management Group Inc.24,982$423K0.0%N/A0.041%
10/28/2024Hills Bank & Trust Co20,335$345K0.0%+7.5%0.034%
10/28/2024Stephens Inc. AR107,022$1.81M0.0%+138.2%0.177%
10/25/2024Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,544$26K0.0%N/A0.003%
10/25/2024MONECO Advisors LLC448,054$7.60M0.9%+115.0%0.749%
10/25/2024SFE Investment Counsel36,354$616K0.1%+8.6%0.061%
10/24/2024 Paradigm Strategies in Wealth Management LLC12,187$207K0.1%N/A0.020%
10/24/2024 Wealth Enhancement Advisory Services LLC116,667$1.98M0.0%+52.6%0.195%
10/24/2024 NorthCrest Asset Manangement LLC309,953$5.25M0.2%-0.4%0.518%
10/23/2024CWC Advisors LLC.10,045$170K0.2%N/A0.017%
10/23/2024Country Club Bank259,290$4.40M0.3%+1.2%0.433%
10/23/2024Sigma Investment Counselors Inc.23,586$400K0.0%+6.9%0.039%
10/22/2024 Sterling Financial Group Inc.14,308$243K0.1%-8.4%0.024%
10/22/2024Marietta Wealth Management LLC361,403$6.13M0.9%+1.5%0.604%
10/22/2024Private Advisor Group LLC209,996$3.56M0.0%+8.7%0.351%
10/22/2024Segment Wealth Management LLC27,765$471K0.0%+8.8%0.046%
10/22/2024 Eastern Bank1,873,666$31.76M0.6%-0.3%3.131%
10/21/2024 Kaye Capital Management11,016$187K0.1%N/A0.018%
10/18/2024Raymond James & Associates2,589,791$43.90M0.0%+33.9%4.360%
10/18/2024 Meridian Financial Partners LLC28,560$484K0.2%N/A0.048%
10/17/2024 BCS Wealth Management189,688$3.22M1.4%+49.6%0.324%
10/17/2024 TruWealth Advisors LLC681,843$11.56M0.7%N/A1.166%
10/16/2024Secure Asset Management LLC144,384$2.45M0.4%+7.4%0.247%
10/16/2024Ironwood Financial llc72,526$1.23M0.3%+13.0%0.124%
10/16/2024Hengehold Capital Management LLC1,433,092$24.29M2.3%+21.3%2.450%
10/16/2024Sensible Money LLC18,117$307K0.1%+47.0%0.031%
10/16/2024Asset Dedication LLC437,513$7.42M0.5%+2.1%0.748%
10/15/2024Dover Advisors LLC53,106$900K0.5%+1.5%0.091%
10/15/2024NBC Securities Inc.49,313$835K0.1%-8.3%0.084%
10/11/2024Novare Capital Management LLC155,751$2.64M0.2%+1.2%0.268%
10/11/2024 Oliver Luxxe Assets LLC12,250$208K0.0%N/A0.021%
10/10/2024 Carnegie Investment Counsel11,802$200K0.0%N/A0.020%
10/9/2024Independence Bank of Kentucky57,122$968K0.2%+6.4%0.099%
10/8/2024CWM LLC765,500$12.98M0.1%+1.7%1.326%
10/8/2024 Legacy Private Trust Co.136,317$2.31M0.2%-6.6%0.236%
10/8/2024 Tlwm1,468,501$24.89M5.0%+3.9%2.543%
10/7/2024 Everpar Advisors LLC11,646$197K0.1%+15.4%0.020%
10/5/2024 Waycross Investment Management Co399,500$6.77M6.2%N/A0.694%
10/3/2024Monterey Private Wealth Inc.15,826$268K0.1%N/A0.027%
9/5/2024Sanctuary Advisors LLC59,277$947K0.0%N/A0.122%
8/21/2024Truist Financial Corp415,870$6.76M0.0%+11.9%0.858%
8/16/2024Northwestern Mutual Wealth Management Co.42,063$684K0.0%+14.6%0.087%
8/16/2024Forefront Analytics LLC42,739$695K0.3%+13.0%0.088%
8/16/2024Susquehanna International Group LLP217,692$3.54M0.0%N/A0.449%
8/16/2024Straight Path Wealth Management100,335$1.63M0.8%+30.3%0.207%
(Data available from 1/1/2016 forward)

BSCU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSCU shares?

During the previous two years, 125 institutional investors and hedge funds held shares of Invesco BulletShares 2030 Corporate Bond ETF. The most heavily invested institutionals were Aptus Capital Advisors LLC ($56.80M), TruWealth Advisors LLC ($53.66M), Raymond James & Associates ($43.90M), Wells Fargo & Company MN ($33.77M), Tlwm ($26.28M), Hengehold Capital Management LLC ($24.29M), and Atlantic Union Bankshares Corp ($23.79M).Learn more on BSCU's institutional investors.

Which institutional investors have been buying Invesco BulletShares 2030 Corporate Bond ETF stock?

Of the 123 institutional investors that purchased Invesco BulletShares 2030 Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TruWealth Advisors LLC ($3.28M), Raymond James & Associates ($2.59M), Aptus Capital Advisors LLC ($1.94M), Tlwm ($1.61M), Hengehold Capital Management LLC ($1.43M), Wilbanks Smith & Thomas Asset Management LLC ($1.42M), and Atlantic Union Bankshares Corp ($1.40M).

How much institutional buying is happening at Invesco BulletShares 2030 Corporate Bond ETF?

Institutional investors have bought a total of 24,274,708 shares in the last 24 months. This purchase volume represents approximately $436.94M in transactions.

Which Invesco BulletShares 2030 Corporate Bond ETF major shareholders have been selling company stock?

Of the 23 institutional investors that sold Invesco BulletShares 2030 Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Eastern Bank ($1.55M), Legacy Private Trust Co. ($340.83K), Jane Street Group LLC ($161.94K), Raymond James Financial Services Advisors Inc. ($105.57K), Janney Montgomery Scott LLC ($51.04K), Motley Fool Wealth Management LLC ($49.60K), and Sigma Investment Counselors Inc. ($42.84K).

How much institutional selling is happening at Invesco BulletShares 2030 Corporate Bond ETF?

Institutional investors have sold a total of 2,377,928 shares in the last 24 months. This volume of shares sold represents approximately $39.64M in transactions.



This page (NASDAQ:BSCU) was last updated on 1/18/2025 by MarketBeat.com Staff
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