We are live on ! Find out more
BSCV icon

Invesco BulletShares 2031 Corporate Bond ETF

114 hedge funds and large institutions have $428M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

518% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 11

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

25% more capital invested

Capital invested by funds: $342M → $428M (+$86M)

14% more funds holding

Funds holding: 100114 (+14)

2.55% less ownership

Funds ownership: 72.97%70.42% (-2.6%)

Holders
114
Holders Change
+14
Holders Change %
+14%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
19
Increased
68
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$920K +$332K +20,241 +58%
HSWS
52
Higgins & Schmidt Wealth Strategies
Colorado
$884K +$29.6K +1,802 +4%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$871K +$785K +47,792 +1,095%
CT
54
Colonial Trust
South Carolina
$789K +$305K +18,600 +65%
GB
55
Goepper Burkhardt
South Carolina
$705K +$235K +14,300 +51%
SPWM
56
Straight Path Wealth Management
Michigan
$681K +$214K +13,048 +47%
FC
57
FCA Corp
Texas
$678K +$668K +40,658 New
RMDI
58
R.M. Davis Inc
Maine
$655K +$275K +16,753 +74%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$647K -$638K -38,854 -50%
KBFS
60
Kohmann Bosshard Financial Services
Ohio
$618K +$207K +12,616 +52%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$606K +$229K +13,947 +62%
ACM
62
Arlington Capital Management
Illinois
$583K +$77.9K +4,744 +16%
IWP
63
Innova Wealth Partners
Pennsylvania
$583K +$575K +34,990 New
CTA
64
Colonial Trust Advisors
South Carolina
$565K +$532K +32,396 +2,160%
P
65
&Partners
Tennessee
$564K -$5.52K -336 -1%
Comerica Bank
66
Comerica Bank
Texas
$554K
HNB
67
Huntington National Bank
Ohio
$539K
QP
68
Quartz Partners
New York
$498K +$491K +29,882 New
SFC
69
Strategic Financial Concepts
Texas
$482K -$5.29M -321,851 -92%
SFG
70
Sterling Financial Group
California
$381K -$17.7K -1,076 -5%
Truist Financial
71
Truist Financial
North Carolina
$364K +$78.4K +4,772 +28%
FA
72
Fountainhead AM
New Jersey
$332K
ACP
73
Aveo Capital Partners
Colorado
$310K +$305K +18,594 New
SIC
74
Sigma Investment Counselors
Michigan
$301K +$18.4K +1,118 +7%
WA
75
Waverly Advisors
Alabama
$297K +$118K +7,177 +67%

BSCV Hedge Fund Activity: Q3 2024 in Review

114 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) for Q3 2024, worth a combined $428M — up 25% from $342M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BSCV positions and 3 closed out — a net gain of 16 holders — while 68 added to existing stakes and 11 trimmed.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $14M. The largest seller was Eastern Bank, cutting an estimated $22.7M.

  • 114 institutional investors held Invesco BulletShares 2031 Corporate Bond ETF (BSCV) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $428M of Invesco BulletShares 2031 Corporate Bond ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2031 Corporate Bond ETF positions in Q3 2024 and 3 closed out, a net change of +16 holders.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF buyer in Q3 2024 was Steward Partners Investment Advisory, an estimated $14M added.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF seller in Q3 2024 was Eastern Bank, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2024.