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Invesco BulletShares 2031 Corporate Bond ETF

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: 5071 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$214K +$202K +13,013 New
KBFS
52
Kohmann Bosshard Financial Services
Ohio
$209K
SI
53
Stephens Inc
Arkansas
$207K +$196K +12,618 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$198K +$187K +12,057 New
DWG
55
Darden Wealth Group
Michigan
$197K +$186K +12,000 New
KLCM
56
KG&L Capital Management
Louisiana
$181K -$2.07K -133 -1%
IF
57
Ironwood Financial
Arizona
$181K +$171K +11,005 New
YWM
58
Yoder Wealth Management
California
$166K +$157K +10,100 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$139K +$70.3K +4,521 +114%
FCAS
60
First Command Advisory Services
Texas
$127K -$3K -193 -2%
CAL
61
Capital Analysts LLC
Pennsylvania
$90K +$84.8K +5,458 New
MAM
62
Marquette Asset Management
Minnesota
$85.2K +$80.7K +5,192 New
US Bancorp
63
US Bancorp
Minnesota
$63.7K +$60.3K +3,882 New
TVAMP
64
Tennessee Valley Asset Management Partners
Tennessee
$43.9K +$41.6K +2,677 New
AIP
65
Ameritas Investment Partners
Nebraska
$24.6K +$233 +15 +1%
ST
66
Smithfield Trust
Pennsylvania
$22K -$6.87K -442 -25%
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$13K +$155 +10 +1%
CTA
68
Colonial Trust Advisors
South Carolina
$11.5K
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$11.1K +$2.36K +152 +29%
HGA
70
Hobbs Group Advisors
South Carolina
$9.41K +$8.9K +573 New
DCM
71
Davis Capital Management
Florida
$1.56K +$1.48K +95 New
Citadel Advisors
72
Citadel Advisors
Florida
-$2.97M -194,973 Closed
GCA
73
Gradient Capital Advisors
California
-$385K -25,252 Closed
OMC
74
Old Mission Capital
Illinois
-$213K -13,935 Closed
GCP
75
Gill Capital Partners
Colorado
-$179K -11,764 Closed

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.