We are live on ! Find out more
BSCV icon

Invesco BulletShares 2031 Corporate Bond ETF

50 hedge funds and large institutions have $146M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 3

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

25% more funds holding

Funds holding: 4050 (+10)

6% more capital invested

Capital invested by funds: $138M → $146M (+$7.98M)

3.17% less ownership

Funds ownership: 80.3%77.13% (-3.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
26
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.4M +$1.57M +100,201 +5%
EB
2
Eastern Bank
Massachusetts
$24.6M +$951K +60,611 +4%
ACA
3
Aptus Capital Advisors
Alabama
$16.4M -$2.33M -148,574 -12%
Wells Fargo
4
Wells Fargo
California
$12.8M +$699K +44,539 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.45M +$4.18M +266,369 +93%
CPC
6
Cookson Peirce & Co
Pennsylvania
$8.26M -$194K -12,350 -2%
AUB
7
Atlantic Union Bankshares
Virginia
$7.03M +$746K +47,518 +11%
Invesco
8
Invesco
Georgia
$6.54M +$1.28M +81,524 +23%
Bank of America
9
Bank of America
North Carolina
$4.91M +$373K +23,749 +8%
UBS Group
10
UBS Group
Switzerland
$3.08M +$124K +7,915 +4%
Jane Street
11
Jane Street
New York
$3.01M +$762K +48,524 +33%
Citadel Advisors
12
Citadel Advisors
Florida
$2.97M +$3.06M +194,973 New
LPL Financial
13
LPL Financial
California
$1.82M +$640K +40,745 +52%
ADL
14
Asset Dedication LLC
California
$1.3M +$148K +9,448 +12%
AA
15
Addison Advisors
Vermont
$1.3M +$872K +55,556 +186%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$970K +$69K +4,396 +7%
BCFS
17
Butensky & Cohen Financial Security
Florida
$921K +$40.2K +2,563 +4%
Ameriprise
18
Ameriprise
Minnesota
$880K +$906K +57,692 New
Osaic Holdings
19
Osaic Holdings
Arizona
$865K +$453K +28,835 +103%
RJA
20
Raymond James & Associates
Florida
$807K +$433K +27,597 +109%
MML Investors Services
21
MML Investors Services
Massachusetts
$657K +$676K +43,056 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$648K +$667K +42,463 New
NCM
23
Novare Capital Management
North Carolina
$607K +$624K +39,781 New
SIC
24
Sigma Investment Counselors
Michigan
$584K +$601K +38,278 New
MA
25
MONECO Advisors
Connecticut
$561K +$41.5K +2,643 +8%

BSCV Hedge Fund Activity: Q3 2023 in Review

50 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) for Q3 2023, worth a combined $146M — up 5.8% from $138M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSCV positions and 2 closed out — a net gain of 12 holders — while 26 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.18M. The largest seller was Waycross Investment Management, exiting entirely with an estimated $4.78M sold.

  • 50 institutional investors held Invesco BulletShares 2031 Corporate Bond ETF (BSCV) as of Q3 2023, up from 40 in Q2 2023.
  • Funds reported $146M of Invesco BulletShares 2031 Corporate Bond ETF stock for Q3 2023, up 5.8% quarter-over-quarter.
  • 14 funds opened new Invesco BulletShares 2031 Corporate Bond ETF positions in Q3 2023 and 2 closed out, a net change of +12 holders.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF buyer in Q3 2023 was Raymond James Financial Services Advisors, an estimated $4.18M added.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF seller in Q3 2023 was Waycross Investment Management, an estimated $4.78M sold.

Based on aggregated 13F filings for Q3 2023.