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Invesco BulletShares 2031 Corporate Bond ETF
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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
AAS
76
Avantax Advisory Services
Texas
$614K +$448K +27,521 +256%
LWA
77
Ledgewood Wealth Advisors
New Hampshire
$598K +$342K +21,022 +129%
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$596K +$831 +51 +0.1%
Jane Street
79
Jane Street
New York
$579K +$588K +36,068 New
P
80
&Partners
Tennessee
$553K +$10.2K +623 +2%
QP
81
Quartz Partners
New York
$545K +$66.3K +4,069 +14%
IAA
82
Independent Advisor Alliance
North Carolina
$537K +$545K +33,449 New
HNB
83
Huntington National Bank
Ohio
$526K – – –
Truist Financial
84
Truist Financial
North Carolina
$514K +$166K +10,174 +47%
CFS
85
Coordinated Financial Services
Colorado
$478K +$485K +29,797 New
FIM
86
Freedom Investment Management
Connecticut
$445K +$451K +27,698 New
SFG
87
Sterling Financial Group
California
$408K +$41.9K +2,569 +11%
IF
88
Ironwood Financial
Arizona
$363K +$91.2K +5,600 +33%
ACG
89
Allen Capital Group
Nebraska
$363K +$123K +7,561 +50%
SWM
90
Segment Wealth Management
Texas
$328K +$333K +20,420 New
FA
91
Fountainhead AM
New Jersey
$321K +$1.25K +77 +0.4%
WA
92
Waverly Advisors
Alabama
$312K +$26.1K +1,600 +9%
SWA
93
Sax Wealth Advisors
New Jersey
$306K +$21.3K +1,310 +7%
ACP
94
Aveo Capital Partners
Colorado
$302K +$3.76K +231 +1%
SIC
95
Sigma Investment Counselors
Michigan
$281K -$8.62K -529 -3%
IWC
96
Integrated Wealth Concepts
Massachusetts
$275K – – –
CIA
97
Capital Investment Advisors
Georgia
$267K +$271K +16,622 New
GWM
98
Geneos Wealth Management
Colorado
$254K +$85.5K +5,249 +50%
WEG
99
World Equity Group
Illinois
$252K +$255K +15,680 New
CTWM
100
Cherry Tree Wealth Management
Minnesota
$247K – – –
2 3
4
5 6

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.