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Invesco BulletShares 2031 Corporate Bond ETF
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71 hedge funds and large institutions have $291M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

371% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 7

99% more capital invested

Capital invested by funds: $146M → $291M (+$145M)

42% more funds holding

Funds holding: 50 → 71 (+21)

15.27% more ownership

Funds ownership: 77.13% → 92.4% (+15%)

Holders
71
Holders Change
+21
Holders Change %
+42%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
33
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$51.9M
2
MFWM
Motley Fool Wealth Management
Virginia
+$12.9M
3
KCM
Kaye Capital Management
California
+$9.44M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.3M
5
VBFG
Vishria Bird Financial Group
Tennessee
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.97M
2
GCA
Gradient Capital Advisors
California
-$385K
3
SIC
Sigma Investment Counselors
Michigan
-$355K
4
OMC
Old Mission Capital
Illinois
-$213K
5
GCP
Gill Capital Partners
Colorado
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
26
BCS Wealth Management
Tennessee
$1.36M +$961K +61,850 +290%
GCM
27
G2 Capital Management
Ohio
$1.32M +$1.25M +80,142 New
KAS
28
Kestra Advisory Services
Texas
$1.14M +$1.08M +69,399 New
BCFS
29
Butensky & Cohen Financial Security
Florida
$979K -$11.6K -749 -1%
MA
30
MONECO Advisors
Connecticut
$965K +$342K +22,038 +60%
TF
31
TLWM Financial
Texas
$945K +$894K +57,556 New
CAM
32
Clark Asset Management
New Hampshire
$937K +$529K +34,038 +148%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$915K +$206K +13,278 +31%
JP Morgan Chase
34
JP Morgan Chase
New York
$826K +$782K +50,326 New
EI
35
Ellevest Inc
New York
$792K +$235K +15,134 +46%
MML Investors Services
36
MML Investors Services
Massachusetts
$778K +$67K +4,310 +10%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$764K +$542K +34,858 +298%
HSWS
38
Higgins & Schmidt Wealth Strategies
Colorado
$720K +$682K +43,859 New
SAM
39
Sawgrass Asset Management
Florida
$564K +$345K +22,172 +182%
Comerica Bank
40
Comerica Bank
Texas
$465K – – –
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$454K +$266K +17,093 +162%
SFC
42
Strategic Financial Concepts
Texas
$383K +$54.9K +3,534 +18%
IBOK
43
Independence Bank of Kentucky
Kentucky
$359K -$20.2K -1,302 -6%
CA
44
Cetera Advisors
Colorado
$344K +$326K +20,973 New
FA
45
Fountainhead AM
New Jersey
$327K – – –
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$310K +$59.6K +3,838 +26%
SFG
47
Sterling Financial Group
California
$295K – – –
GB
48
Goepper Burkhardt
South Carolina
$262K +$253K +16,300 New
SIC
49
Sigma Investment Counselors
Michigan
$253K -$355K -22,855 -60%
CT
50
Colonial Trust
South Carolina
$246K +$233K +15,000 New
1
2
3 4

BSCV Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) for Q4 2023, worth a combined $291M — up 99% from $146M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSCV positions and 5 closed out — a net gain of 21 holders — while 33 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.97M sold.

  • 71 institutional investors held Invesco BulletShares 2031 Corporate Bond ETF (BSCV) as of Q4 2023, up from 50 in Q3 2023.
  • Funds reported $291M of Invesco BulletShares 2031 Corporate Bond ETF stock for Q4 2023, up 99% quarter-over-quarter.
  • 26 funds opened new Invesco BulletShares 2031 Corporate Bond ETF positions in Q4 2023 and 5 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $51.9M added.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF seller in Q4 2023 was Citadel Advisors, an estimated $2.97M sold.

Based on aggregated 13F filings for Q4 2023.