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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
US Bancorp
76
US Bancorp
Minnesota
$101K +$38.3K +2,375 +61%
CAL
77
Capital Analysts LLC
Pennsylvania
$89K +$790 +49 +0.9%
MAM
78
Marquette Asset Management
Minnesota
$83.7K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$61.5K +$50.6K +3,136 +463%
CA
80
CoreCap Advisors
Michigan
$55.9K +$55.9K +3,467 New
DCM
81
Davis Capital Management
Florida
$39K +$37.7K +2,340 +2,463%
AIP
82
Ameritas Investment Partners
Nebraska
$24.4K +$226 +14 +0.9%
HNB
83
Huntington National Bank
Ohio
$24.1K – – –
ST
84
Smithfield Trust
Pennsylvania
$21K – – –
HGERS
85
Householder Group Estate & Retirement Specialist
Arizona
$13.9K +$484 +30 +4%
FPB
86
First PREMIER Bank
South Dakota
$4K +$3.92K +243 New
JP Morgan Chase
87
JP Morgan Chase
New York
– -$826K -50,326 Closed
DWG
88
Darden Wealth Group
Michigan
– -$197K -12,000 Closed
KLCM
89
KG&L Capital Management
Louisiana
– -$181K -11,012 Closed
TVAMP
90
Tennessee Valley Asset Management Partners
Tennessee
– -$43.9K -2,677 Closed
CTA
91
Colonial Trust Advisors
South Carolina
– -$11.5K -700 Closed
1 2 3
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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.