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Invesco BulletShares 2031 Corporate Bond ETF
BSCV

85 hedge funds and large institutions have $302M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

643% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 7

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

20% more funds holding

Funds holding: 71 → 85 (+14)

4% more capital invested

Capital invested by funds: $291M → $302M (+$10.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

19.87% less ownership

Funds ownership: 92.4% → 72.53% (-20%)

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
52
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$12M
2
UBS Group
UBS Group
Switzerland
+$5.96M
3
AI
Atria Investments
North Carolina
+$3.74M
4
Wells Fargo
Wells Fargo
California
+$3.33M
5
EB
Eastern Bank
Massachusetts
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$31.9M
2
Jane Street
Jane Street
New York
-$3.96M
3
Invesco
Invesco
Georgia
-$1.23M
4
JP Morgan Chase
JP Morgan Chase
New York
-$826K
5
MA
MONECO Advisors
Connecticut
-$547K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
26
BCS Wealth Management
Tennessee
$1.79M +$452K +28,062 +34%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.74M -$238K -14,767 -12%
NCM
28
Novare Capital Management
North Carolina
$1.71M +$322K +19,980 +23%
CAM
29
Clark Asset Management
New Hampshire
$1.39M +$474K +29,391 +51%
GCM
30
G2 Capital Management
Ohio
$1.31M +$15K +933 +1%
SAM
31
Sawgrass Asset Management
Florida
$1.26M +$706K +43,777 +127%
KAS
32
Kestra Advisory Services
Texas
$1.22M +$103K +6,403 +9%
EH
33
Equitable Holdings
New York
$1.18M +$1.18M +73,504 New
TF
34
TLWM Financial
Texas
$1.14M +$210K +13,000 +23%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.03M +$130K +8,058 +14%
BCFS
36
Butensky & Cohen Financial Security
Florida
$1.01M +$50.8K +3,153 +5%
EI
37
Ellevest Inc
New York
$943K +$165K +10,236 +21%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$891K +$891K +55,246 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$863K +$113K +7,003 +15%
MML Investors Services
40
MML Investors Services
Massachusetts
$854K +$90.4K +5,607 +12%
CA
41
Cetera Advisors
Colorado
$804K +$466K +28,897 +138%
HSWS
42
Higgins & Schmidt Wealth Strategies
Colorado
$742K +$35.4K +2,196 +5%
CICC
43
Capital Investment Counsel (Colorado)
Colorado
$655K +$655K +40,615 New
Citadel Advisors
44
Citadel Advisors
Florida
$613K +$613K +38,042 New
IBOK
45
Independence Bank of Kentucky
Kentucky
$580K +$228K +14,149 +65%
ACM
46
Arlington Capital Management
Illinois
$506K +$506K +31,411 New
SI
47
Stephens Inc
Arkansas
$483K +$280K +17,369 +138%
SFC
48
Strategic Financial Concepts
Texas
$472K +$95.7K +5,937 +25%
FAG
49
Financial Advisory Group
Texas
$468K +$468K +29,045 New
CT
50
Colonial Trust
South Carolina
$463K +$222K +13,750 +92%
1
2
3 4

BSCV Hedge Fund Activity: Q1 2024 in Review

85 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) for Q1 2024, worth a combined $302M — up 3.7% from $291M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCV positions and 5 closed out — a net gain of 15 holders — while 52 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $12M. The largest seller was Morgan Stanley, cutting an estimated $31.9M.

  • 85 institutional investors held Invesco BulletShares 2031 Corporate Bond ETF (BSCV) as of Q1 2024, up from 71 in Q4 2023.
  • Funds reported $302M of Invesco BulletShares 2031 Corporate Bond ETF stock for Q1 2024, up 3.7% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2031 Corporate Bond ETF positions in Q1 2024 and 5 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $12M added.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2024.