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Invesco BulletShares 2031 Corporate Bond ETF
BSCV

100 hedge funds and large institutions have $342M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

358% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 12

18% more funds holding

Funds holding: 85 → 100 (+15)

13% more capital invested

Capital invested by funds: $302M → $342M (+$40.6M)

0.45% more ownership

Funds ownership: 72.53% → 72.97% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
100
Holders Change
+15
Holders Change %
+17.65%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
55
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$26.2M
2
MFWM
Motley Fool Wealth Management
Virginia
+$8.09M
3
ACA
Aptus Capital Advisors
Alabama
+$6.99M
4
SFC
Strategic Financial Concepts
Texas
+$5.11M
5
KAS
Kestra Advisory Services
Texas
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$23.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$891K
4
Jane Street
Jane Street
New York
-$587K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Arlington Capital Management
Illinois
$482K -$18.5K -1,165 -4%
CT
52
Colonial Trust
South Carolina
$459K – – –
GB
53
Goepper Burkhardt
South Carolina
$447K – – –
SPWM
54
Straight Path Wealth Management
Michigan
$444K +$235K +14,780 +113%
MA
55
MONECO Advisors
Connecticut
$415K +$19K +1,194 +5%
CFS
56
Coordinated Financial Services
Colorado
$398K +$106K +6,654 +36%
KBFS
57
Kohmann Bosshard Financial Services
Ohio
$390K – – –
SFG
58
Sterling Financial Group
California
$381K -$51.4K -3,233 -12%
SFC
59
Strategic Financial Concepts
Texas
$376K +$5.11M +321,445 +1,097%
RMDI
60
R.M. Davis Inc
Maine
$359K +$358K +22,536 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$358K -$86.6K -5,444 -20%
FA
62
Fountainhead AM
New Jersey
$317K – – –
IWC
63
Integrated Wealth Concepts
Massachusetts
$273K -$27.2K -1,710 -9%
SWA
64
Sax Wealth Advisors
New Jersey
$272K +$271K +17,059 New
Truist Financial
65
Truist Financial
North Carolina
$272K +$271K +17,057 New
SIC
66
Sigma Investment Counselors
Michigan
$270K – – –
CTWM
67
Cherry Tree Wealth Management
Minnesota
$245K – – –
IF
68
Ironwood Financial
Arizona
$234K +$50K +3,145 +27%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$204K +$8.32K +523 +4%
DAS
70
Dynamic Advisor Solutions
Arizona
$200K +$200K +12,569 New
SCA
71
Snowden Capital Advisors
New York
$200K +$199K +12,514 New
KC
72
Kades & Cheifetz
Pennsylvania
$191K +$191K +11,995 New
ACG
73
Allen Capital Group
Nebraska
$190K +$190K +11,923 New
TA
74
TruWealth Advisors
Louisiana
$189K – – –
BFEC
75
Benjamin F. Edwards & Company
Missouri
$184K +$36.5K +2,296 +25%
1 2
3
4 5

BSCV Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) for Q2 2024, worth a combined $342M — up 13% from $302M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSCV positions and 4 closed out — a net gain of 18 holders — while 55 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $26.2M. The largest seller was Morgan Stanley, cutting an estimated $23.2M.

  • 100 institutional investors held Invesco BulletShares 2031 Corporate Bond ETF (BSCV) as of Q2 2024, up from 85 in Q1 2024.
  • Funds reported $342M of Invesco BulletShares 2031 Corporate Bond ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 22 funds opened new Invesco BulletShares 2031 Corporate Bond ETF positions in Q2 2024 and 4 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF buyer in Q2 2024 was Raymond James & Associates, an estimated $26.2M added.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2024.