We are live on ! Find out more
BSCV icon

Invesco BulletShares 2031 Corporate Bond ETF
BSCV

138 hedge funds and large institutions have $609M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

508% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 13

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

42% more capital invested

Capital invested by funds: $428M → $609M (+$181M)

21% more funds holding

Funds holding: 114 → 138 (+24)

8.83% more ownership

Funds ownership: 70.42% → 79.25% (+8.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
138
Holders Change
+24
Holders Change %
+21.05%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
79
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$70.2M
2
AWM
Avior Wealth Management
Nebraska
+$32.5M
3
HCM
Hengehold Capital Management
Ohio
+$14.7M
4
Invesco
Invesco
Georgia
+$10.5M
5
CICC
Capital Investment Counsel (Colorado)
Colorado
+$6.71M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$4.65M
2
EB
Eastern Bank
Massachusetts
-$3.27M
3
SPIA
Steward Partners Investment Advisory
New York
-$972K
4
HSWS
Higgins & Schmidt Wealth Strategies
Colorado
-$884K
5
Bank of America
Bank of America
North Carolina
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
51
Equitable Holdings
New York
$1.52M +$185K +11,378 +14%
EI
52
Ellevest Inc
New York
$1.46M +$103K +6,311 +7%
FF
53
Farnam Financial
Arizona
$1.44M +$35K +2,150 +2%
KAS
54
Kestra Advisory Services
Texas
$1.43M -$4.65M -285,529 -76%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.42M +$155K +9,511 +12%
GCM
56
G2 Capital Management
Ohio
$1.35M +$16.3K +1,001 +1%
Stifel Financial
57
Stifel Financial
Missouri
$1.31M +$436K +26,746 +48%
FTUS
58
Flow Traders U.S.
New York
$1.29M +$40K +2,454 +3%
HIP
59
HUB Investment Partners
Texas
$1.25M +$121K +7,427 +11%
HWM
60
Horizons Wealth Management
North Carolina
$1.18M +$1.08M +66,359 +919%
TF
61
TLWM Financial
Texas
$1.17M +$39.5K +2,424 +3%
BCFS
62
Butensky & Cohen Financial Security
Florida
$1.12M +$31.6K +1,939 +3%
SFC
63
Strategic Financial Concepts
Texas
$1.11M +$655K +40,202 +139%
IBOK
64
Independence Bank of Kentucky
Kentucky
$1.05M +$95.5K +5,859 +10%
RWA
65
River Wealth Advisors
Pennsylvania
$1.02M +$1.04M +63,580 New
NA
66
NewEdge Advisors
Louisiana
$973K +$987K +60,599 New
CT
67
Colonial Trust
South Carolina
$942K +$185K +11,369 +24%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$904K +$736K +45,166 +405%
RMDI
69
R.M. Davis Inc
Maine
$884K +$257K +15,803 +40%
CTA
70
Colonial Trust Advisors
South Carolina
$880K +$341K +20,903 +62%
SWP
71
Sagespring Wealth Partners
Tennessee
$804K +$816K +50,083 New
CIC
72
Carnegie Investment Counsel
Ohio
$803K +$815K +50,015 New
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$699K +$117K +7,171 +20%
FC
74
FCA Corp
Texas
$695K +$43.4K +2,664 +7%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$648K +$440K +27,004 +202%
1 2
3
4 5

BSCV Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) for Q4 2024, worth a combined $609M — up 42% from $428M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BSCV positions and 8 closed out — a net gain of 26 holders — while 79 added to existing stakes and 13 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $70.2M. The largest seller was Kestra Advisory Services, cutting an estimated $4.65M.

  • 138 institutional investors held Invesco BulletShares 2031 Corporate Bond ETF (BSCV) as of Q4 2024, up from 114 in Q3 2024.
  • Funds reported $609M of Invesco BulletShares 2031 Corporate Bond ETF stock for Q4 2024, up 42% quarter-over-quarter.
  • 34 funds opened new Invesco BulletShares 2031 Corporate Bond ETF positions in Q4 2024 and 8 closed out, a net change of +26 holders.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $70.2M added.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $4.65M sold.

Based on aggregated 13F filings for Q4 2024.