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Invesco BulletShares 2031 Corporate Bond ETF

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: 85100 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
76
First Command Advisory Services
Texas
$177K
GIA
77
Gladstone Institutional Advisory
Florida
$174K +$173K +10,902 New
SWP
78
Stratos Wealth Partners
Ohio
$174K -$36.6K -2,302 -17%
WA
79
Waverly Advisors
Alabama
$170K +$9.99K +628 +6%
YWM
80
Yoder Wealth Management
California
$161K
CAL
81
Capital Analysts LLC
Pennsylvania
$117K +$28.9K +1,818 +33%
HNB
82
Huntington National Bank
Ohio
$114K
HWM
83
Horizons Wealth Management
North Carolina
$85.5K +$84.1K +5,285 New
MAM
84
Marquette Asset Management
Minnesota
$84.8K +$1.96K +123 +2%
KFI
85
Key Financial Inc
Pennsylvania
$72.9K +$72.7K +4,570 New
Jones Financial Companies
86
Jones Financial Companies
Missouri
$69.6K +$69.5K +4,366 New
US Bancorp
87
US Bancorp
Minnesota
$61.9K -$37.8K -2,375 -38%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$60.8K
DCM
89
Davis Capital Management
Florida
$42K +$3.31K +208 +9%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$41.5K +$41.4K +2,600 New
KOCAA
91
Knights of Columbus Asset Advisors
Connecticut
$35.1K +$35K +2,198 New
AWM
92
Avior Wealth Management
Nebraska
$26.7K +$26.6K +1,673 New
AIP
93
Ameritas Investment Partners
Nebraska
$24.4K +$270 +17 +1%
CTA
94
Colonial Trust Advisors
South Carolina
$23.9K +$23.9K +1,500 New
ST
95
Smithfield Trust
Pennsylvania
$22K +$525 +33 +2%
HGA
96
Hobbs Group Advisors
South Carolina
$20.9K +$20.9K +1,312 New
LFG
97
Larson Financial Group
Missouri
$20.4K +$20.3K +1,276 New
TSWM
98
Tyler-Stone Wealth Management
Ohio
$15.9K +$15.9K +1,000 New
HGERS
99
Householder Group Estate & Retirement Specialist
Arizona
$13K +$175 +11 +1%
FFA
100
Farther Finance Advisors
California
$5.26K +$5.26K +331 New

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.