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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
Comerica Bank
51
Comerica Bank
Texas
$457K – – –
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$449K +$3.24K +201 +0.7%
GB
53
Goepper Burkhardt
South Carolina
$445K +$189K +11,700 +72%
SFG
54
Sterling Financial Group
California
$437K +$148K +9,174 +51%
HIP
55
HUB Investment Partners
Texas
$420K +$420K +26,025 New
MA
56
MONECO Advisors
Connecticut
$401K -$547K -33,963 -58%
KBFS
57
Kohmann Bosshard Financial Services
Ohio
$394K +$189K +11,750 +92%
Stifel Financial
58
Stifel Financial
Missouri
$351K +$351K +21,777 New
FA
59
Fountainhead AM
New Jersey
$321K – – –
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$304K – – –
IWC
61
Integrated Wealth Concepts
Massachusetts
$304K +$93.9K +5,824 +45%
CFS
62
Coordinated Financial Services
Colorado
$295K +$295K +18,291 New
SIC
63
Sigma Investment Counselors
Michigan
$273K +$24.6K +1,525 +10%
CTWM
64
Cherry Tree Wealth Management
Minnesota
$248K +$248K +15,366 New
ANBTV
65
American National Bank & Trust (Virginia)
Virginia
$246K +$246K +15,252 New
Mariner
66
Mariner
Kansas
$214K +$214K +13,274 New
SWP
67
Stratos Wealth Partners
Ohio
$213K +$213K +13,184 New
SPWM
68
Straight Path Wealth Management
Michigan
$210K +$210K +13,046 New
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$197K +$3.03K +188 +2%
TA
70
TruWealth Advisors
Louisiana
$191K +$191K +11,851 New
IF
71
Ironwood Financial
Arizona
$185K +$8.06K +500 +5%
FCAS
72
First Command Advisory Services
Texas
$179K +$54.3K +3,371 +43%
YWM
73
Yoder Wealth Management
California
$163K – – –
WA
74
Waverly Advisors
Alabama
$161K +$161K +10,010 New
BFEC
75
Benjamin F. Edwards & Company
Missouri
$149K +$11.7K +724 +9%
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.