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Invesco BulletShares 2031 Corporate Bond ETF
BSCV

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: 1 → 3 (+2)

25% more capital invested

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

14% more funds holding

Funds holding: 100 → 114 (+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
–

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$14M
2
ACA
Aptus Capital Advisors
Alabama
+$11M
3
CICC
Capital Investment Counsel (Colorado)
Colorado
+$8.25M
4
WIM
Waycross Investment Management
Washington
+$6.67M
5
MWM
Marietta Wealth Management
Georgia
+$5.86M

Top Sellers

Rank Fund Capital Flow
1
EB
Eastern Bank
Massachusetts
-$22.7M
2
SFC
Strategic Financial Concepts
Texas
-$5.29M
3
Jane Street
Jane Street
New York
-$2.39M
4
Ameriprise
Ameriprise
Minnesota
-$900K
5
MFWM
Motley Fool Wealth Management
Virginia
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
76
Sax Wealth Advisors
New Jersey
$296K +$11.2K +681 +4%
IWC
77
Integrated Wealth Concepts
Massachusetts
$286K – – –
IF
78
Ironwood Financial
Arizona
$284K +$39.2K +2,385 +16%
LWA
79
Ledgewood Wealth Advisors
New Hampshire
$271K +$267K +16,241 New
CTWM
80
Cherry Tree Wealth Management
Minnesota
$256K – – –
CAL
81
Capital Analysts LLC
Pennsylvania
$251K +$127K +7,738 +106%
ACG
82
Allen Capital Group
Nebraska
$251K +$51.4K +3,132 +26%
GIA
83
Gladstone Institutional Advisory
Florida
$244K +$61.1K +3,723 +34%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$223K +$10.1K +618 +5%
DAS
85
Dynamic Advisor Solutions
Arizona
$212K +$2.51K +153 +1%
KC
86
Kades & Cheifetz
Pennsylvania
$202K +$2.4K +146 +1%
TA
87
TruWealth Advisors
Louisiana
$198K – – –
SCA
88
Snowden Capital Advisors
New York
$197K -$11.7K -710 -6%
BEI
89
Benjamin Edwards Inc
Missouri
$194K +$191K +11,626 New
FCAS
90
First Command Advisory Services
Texas
$188K +$2.58K +157 +1%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$186K +$183K +11,160 New
AAS
92
Avantax Advisory Services
Texas
$179K +$176K +10,746 New
GWM
93
Geneos Wealth Management
Colorado
$176K +$173K +10,557 New
YWM
94
Yoder Wealth Management
California
$168K – – –
HWM
95
Horizons Wealth Management
North Carolina
$120K +$31.8K +1,939 +37%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$106K +$41.8K +2,548 +67%
IA
97
IFP Advisors
Florida
$104K +$102K +6,240 New
MAM
98
Marquette Asset Management
Minnesota
$88.6K – – –
KFI
99
Key Financial Inc
Pennsylvania
$76.2K – – –
US Bancorp
100
US Bancorp
Minnesota
$64.7K – – –
1 2 3
4
5

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.