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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
OLA
101
Oliver Luxxe Assets
New Jersey
$246K +$249K +15,300 New
CAL
102
Capital Analysts LLC
Pennsylvania
$245K +$3.6K +221 +1%
HA
103
Hanover Advisors
South Carolina
$242K +$246K +15,102 New
GIA
104
Gladstone Institutional Advisory
Florida
$238K +$2.87K +176 +1%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$216K +$219K +13,440 New
HF
106
HRT Financial
New York
$215K +$219K +13,417 New
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$212K +$111K +6,826 +107%
EA
108
Everpar Advisors
Oklahoma
$208K +$211K +12,974 New
DAS
109
Dynamic Advisor Solutions
Arizona
$207K +$2.49K +153 +1%
KC
110
Kades & Cheifetz
Pennsylvania
$197K +$2.13K +131 +1%
BEI
111
Benjamin Edwards Inc
Missouri
$194K +$8K +491 +4%
TA
112
TruWealth Advisors
Louisiana
$190K – – –
FCAS
113
First Command Advisory Services
Texas
$187K +$5.98K +367 +3%
SG
114
StoneX Group
New York
$172K +$175K +10,717 New
YWM
115
Yoder Wealth Management
California
$162K – – –
YP
116
YANKCOM Partnership
South Dakota
$143K +$145K +8,885 New
PB
117
Pinnacle Bancorp
Nebraska
$135K +$137K +8,395 New
HI
118
Harbour Investments
Wisconsin
$121K +$120K +7,361 +4,408%
IA
119
IFP Advisors
Florida
$100K – – –
EWA
120
EP Wealth Advisors
California
$100K +$102K +6,233 New
MAM
121
Marquette Asset Management
Minnesota
$85.3K – – –
Comerica Bank
122
Comerica Bank
Texas
$85.1K -$455K -27,949 -84%
WWA
123
Wingate Wealth Advisors
Massachusetts
$85.1K +$86.4K +5,301 New
KFI
124
Key Financial Inc
Pennsylvania
$73.3K – – –
US Bancorp
125
US Bancorp
Minnesota
$62.3K – – –
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.