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Invesco BulletShares 2031 Corporate Bond ETF
BSCV

50 hedge funds and large institutions have $146M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 3

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

25% more funds holding

Funds holding: 40 → 50 (+10)

6% more capital invested

Capital invested by funds: $138M → $146M (+$7.98M)

3.17% less ownership

Funds ownership: 80.3% → 77.13% (-3.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
26
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.18M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.06M
3
Morgan Stanley
Morgan Stanley
New York
+$1.57M
4
Invesco
Invesco
Georgia
+$1.28M
5
EB
Eastern Bank
Massachusetts
+$951K

Top Sellers

Rank Fund Capital Flow
1
WIM
Waycross Investment Management
Washington
-$4.78M
2
ACA
Aptus Capital Advisors
Alabama
-$2.33M
3
CPC
Cookson Peirce & Co
Pennsylvania
-$194K
4
GCP
Gill Capital Partners
Colorado
-$59.4K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$16
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
26
Ellevest Inc
New York
$505K +$121K +7,685 +30%
Comerica Bank
27
Comerica Bank
Texas
$432K +$445K +28,357 New
GCA
28
Gradient Capital Advisors
California
$385K – – –
IBOK
29
Independence Bank of Kentucky
Kentucky
$353K +$210K +13,404 +137%
CAM
30
Clark Asset Management
New Hampshire
$352K +$115K +7,321 +46%
BWM
31
BCS Wealth Management
Tennessee
$325K +$101K +6,425 +43%
FA
32
Fountainhead AM
New Jersey
$303K – – –
SFC
33
Strategic Financial Concepts
Texas
$302K +$311K +19,826 New
SFG
34
Sterling Financial Group
California
$274K +$30.5K +1,945 +12%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$229K +$236K +15,047 New
OMC
36
Old Mission Capital
Illinois
$213K +$219K +13,935 New
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$194K – – –
SAM
38
Sawgrass Asset Management
Florida
$186K +$192K +12,212 New
GCP
39
Gill Capital Partners
Colorado
$179K -$59.4K -3,781 -24%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$178K +$20.4K +1,301 +13%
KLCM
41
KG&L Capital Management
Louisiana
$170K +$63 +4 +0%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$161K +$1.58K +101 +1%
FCAS
43
First Command Advisory Services
Texas
$121K +$125K +7,950 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$61K – – –
RW
45
RVW Wealth
California
$60.8K +$62.5K +3,984 New
ST
46
Smithfield Trust
Pennsylvania
$27K – – –
AIP
47
Ameritas Investment Partners
Nebraska
$22.6K +$235 +15 +1%
HGERS
48
Householder Group Estate & Retirement Specialist
Arizona
$12.5K +$12.9K +819 New
CTA
49
Colonial Trust Advisors
South Carolina
$10.7K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$8.02K – – –
1
2
3

BSCV Hedge Fund Activity: Q3 2023 in Review

50 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) for Q3 2023, worth a combined $146M — up 5.8% from $138M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSCV positions and 2 closed out — a net gain of 12 holders — while 26 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.18M. The largest seller was Waycross Investment Management, exiting entirely with an estimated $4.78M sold.

  • 50 institutional investors held Invesco BulletShares 2031 Corporate Bond ETF (BSCV) as of Q3 2023, up from 40 in Q2 2023.
  • Funds reported $146M of Invesco BulletShares 2031 Corporate Bond ETF stock for Q3 2023, up 5.8% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2031 Corporate Bond ETF positions in Q3 2023 and 2 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF buyer in Q3 2023 was Raymond James Financial Services Advisors, an estimated $4.18M added.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF seller in Q3 2023 was Waycross Investment Management, an estimated $4.78M sold.

Based on aggregated 13F filings for Q3 2023.