Invesco BulletShares 2030 Corporate Bond ETF

BSCU • NASDAQ

Invesco BulletShares 2030 Corporate Bond ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 229 institutional investors hold shares in this ETF, with total holdings valued at $1.6B. Aptus Capital Advisors, LLC is the largest holder with a position valued at $145.0M.

Overview

Overview of institutional ownership in BSCU as of Q3 2025

All Institutions

Institutions: 229
Value Held: $1.6B
Shares Held: 93.3M
Avg Position: $6.9M
Median Position: $746.6K

Hedge Funds

Hedge Funds: 2
Value Held: $1.7M
Shares Held: 100.6K
Avg Position: $850.2K
Median Position: $850.2K

Biggest Investors

Institutions with the largest positions in BSCU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Aptus Capital Advisors, LLC ETF Provider	Brett Mathew Wickmann CCO	$145.0M 1.34% of portfolio	8.6M shares	Q3 2022 Held for 3y 2m	$10.8B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$130.7M 0.01% of portfolio	7.7M shares	Q1 2021 Held for 4y 8m	$1.65T
Lido Advisors, LLC RIA/Wealth	Jason Jay Ozur CEO	$120.4M 0.50% of portfolio	7.1M shares	Q1 2025 Held for 8 months	$24.2B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$82.5M 0.03% of portfolio	4.9M shares	Q4 2024 Held for 11 months	$310.43B
TruWealth Advisors, LLC RIA/Wealth	Charles Lee Simmons CEO	$74.9M 3.78% of portfolio	4.4M shares	Q3 2024 Held for 1y 2m	$2.0B
L LPL Financial LLC Institution	-	$57.4M 0.02% of portfolio	3.4M shares	Q4 2022 Held for 2y 11m	$340.07B
Hartland & Co., LLC RIA/Wealth	Bradley David Knapp CEO	$56.4M 0.83% of portfolio	3.3M shares	Q2 2024 Held for 1y 5m	$6.8B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$52.8M 0.01% of portfolio	3.1M shares	Q4 2021 Held for 3y 11m	$633.08B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$42.2M 0.01% of portfolio	2.5M shares	Q1 2021 Held for 4y 8m	$488.50B
H Hills Bank & Trust Co Institution	-	$40.1M 2.36% of portfolio	2.4M shares	Q2 2024 Held for 1y 5m	$1.7B

Net Capital Flow

Institutional buying and selling activity for BSCU in Q3 2025

Traded: +$213.3M
Buyers: 167
Sellers: 42
Total Bought: +$242.9M
Total Sold: −$29.5M
Avg Position: $6.6M

Biggest Buyers

Institution	Net Bought	Current Position
Lido Advisors, LLC RIA/Wealth	+$39.8M +2.4M shares	$120.4M 7.1M shares
MORGAN STANLEY RIA/Wealth	+$30.1M +1.8M shares	$130.7M 7.7M shares
Tradewinds Capital Management, LLC RIA/Wealth	+$18.7M +1.1M shares	$18.7M 1.1M shares
L LPL Financial LLC Institution	+$18.5M +1.1M shares	$57.4M 3.4M shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	+$17.1M +1.0M shares	$19.8M 1.2M shares
Aptus Capital Advisors, LLC ETF Provider	+$11.0M +651.2K shares	$145.0M 8.6M shares
TruWealth Advisors, LLC RIA/Wealth	+$9.3M +547.5K shares	$74.9M 4.4M shares
C CENTRAL VALLEY ADVISORS, LLC Institution	+$8.8M +522.4K shares	$8.8M 522.4K shares
UBS Group AG Institution	+$6.5M +385.7K shares	$29.4M 1.7M shares
Union Bankshares Corp Institution	+$4.8M +282.5K shares	$37.2M 2.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
WELLS FARGO & COMPANY/MN Institution	−$8.0M −474.7K shares	$42.2M 2.5M shares
N NorthCrest Asset Manangement, LLC Long Only Manager	−$5.0M −301.0K shares	Sold Off 0 shares
M Motley Fool Wealth Management, LLC Institution	−$2.9M −169.5K shares	$26.8M 1.6M shares
BB&T CORP Institution	−$2.7M −162.1K shares	$7.4M 437.1K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$2.3M −138.9K shares	$777.1K 46.0K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$1.3M −76.1K shares	$25.8M 1.5M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.2M −72.2K shares	Sold Off 0 shares
Geneos Wealth Management Inc. RIA/Wealth	−$1.0M −61.4K shares	$3.5M 209.6K shares
Invesco Ltd. ETF Provider	−$543.7K −32.2K shares	$52.8M 3.1M shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	−$417.0K −25.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BSCU in Q3 2025

New Positions: 27
New Value: $37.9M
Exited Positions: 11
Exited Value: $8.2M

New Positions

Institution	Position Value
Tradewinds Capital Management, LLC RIA/Wealth	$18.7M 1.1M shares
C CENTRAL VALLEY ADVISORS, LLC Institution	$8.8M 522.4K shares
We Are One Seven, LLC RIA/Wealth	$2.5M 149.9K shares
H HOWARD WEALTH MANAGEMENT, LLC RIA/Wealth	$1.4M 80.9K shares
Apeiron RIA LLC RIA/Wealth	$891.5K 52.6K shares
Newport Capital Group, LLC RIA/Wealth	$669.0K 39.6K shares
PRINCIPAL SECURITIES, INC. RIA/Wealth	$623.6K 36.9K shares
Western Wealth Management, LLC RIA/Wealth	$504.9K 29.9K shares
F/M Investments LLC ETF Provider	$448.4K 26.5K shares
ProVise Management Group, LLC RIA/Wealth	$372.8K 22.1K shares

Exited Positions

Institution	Previous Position
N NorthCrest Asset Manangement, LLC Long Only Manager	$5.0M 301.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.2M 72.2K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$417.0K 25.0K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$253.3K 15.1K shares
Paradigm, Strategies in Wealth Management, LLC RIA/Wealth	$251.0K 15.0K shares
H Hilltop Holdings Inc. Institution	$248.8K 14.8K shares
Eqis Capital Management, Inc. RIA/Wealth	$228.7K 13.6K shares
Arkadios Wealth Advisors RIA/Wealth	$194.4K 11.6K shares
Mariner Wealth Advisors, LLC RIA/Wealth	$179.2K 10.7K shares
C CWC Advisors, LLC. RIA/Wealth	$168.6K 10.0K shares

Options Activity

Institutions with the largest Call and Put options positions in BSCU as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BSCU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
FORONJY FINANCIAL LLC RIA/Wealth	Bryan Charles Foronjy CCO	6.67% $15.2M	900.4K shares	Q2 2025 Held for 5 months	$228.3M
Waycross Investment Management Co RIA/Wealth	David Geoffrey Schneider President	6.58% $6.4M	381.4K shares	Q3 2024 Held for 1y 2m	$98.0M
TLWM RIA/Wealth	Enzo Thomas Pellegrino CCO	5.06% $28.1M	1.7M shares	Q1 2023 Held for 2y 8m	$556.4M
Tradewinds Capital Management, LLC RIA/Wealth	Donald Bradley Pence CCO	4.21% $18.7M	1.1M shares	Q3 2025 Held for 2 months	$445.1M
TruWealth Advisors, LLC RIA/Wealth	Charles Lee Simmons CEO	3.78% $74.9M	4.4M shares	Q3 2024 Held for 1y 2m	$2.0B
Wilkins Miller Wealth Management, LLC RIA/Wealth	Greg Alan Bowen CCO	2.99% $4.8M	285.7K shares	Q4 2024 Held for 11 months	$161.5M
Goepper Burkhardt LLC RIA/Wealth	John Bland Burkhardt Managing Partner	2.99% $8.8M	518.7K shares	Q3 2023 Held for 2y 2m	$293.4M
HENGEHOLD CAPITAL MANAGEMENT LLC RIA/Wealth	Jake Elliott Butcher President	2.93% $34.4M	2.0M shares	Q4 2023 Held for 1y 11m	$1.2B
Infinity Wealth Counsel, LLC RIA/Wealth	Christopher Robert Oberholzer President	2.82% $2.9M	170.9K shares	Q4 2024 Held for 11 months	$102.6M
C CENTRAL VALLEY ADVISORS, LLC Institution	-	2.77% $8.8M	522.4K shares	Q3 2025 Held for 2 months	$318.4M

Hedge Fund Spotlight

Discover hedge funds investing in BSCU

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Invesco BulletShares 2030 Corporate Bond ETF

Market Value: $923.4K
Shares Held: 54.6K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%