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Invesco BulletShares 2031 Corporate Bond ETF

71 hedge funds and large institutions have $291M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

371% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 7

99% more capital invested

Capital invested by funds: $146M → $291M (+$145M)

42% more funds holding

Funds holding: 5071 (+21)

15.27% more ownership

Funds ownership: 77.13%92.4% (+15%)

Holders
71
Holders Change
+21
Holders Change %
+42%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
33
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$88.7M +$51.9M +3,341,714 +162%
EB
2
Eastern Bank
Massachusetts
$27.4M +$842K +54,194 +3%
ACA
3
Aptus Capital Advisors
Alabama
$18.9M +$1.23M +79,171 +7%
Wells Fargo
4
Wells Fargo
California
$16.9M +$3.01M +193,710 +23%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.8M +$7.3M +469,753 +85%
MFWM
6
Motley Fool Wealth Management
Virginia
$13.7M +$12.9M +832,634 New
KCM
7
Kaye Capital Management
California
$9.78M +$9.44M +607,143 New
AUB
8
Atlantic Union Bankshares
Virginia
$9.29M +$1.63M +104,769 +23%
CPC
9
Cookson Peirce & Co
Pennsylvania
$8.8M -$83.9K -5,401 -1%
Invesco
10
Invesco
Georgia
$8.26M +$1.15M +73,861 +17%
Jane Street
11
Jane Street
New York
$7.1M +$3.65M +235,051 +119%
Bank of America
12
Bank of America
North Carolina
$6.57M +$1.22M +78,358 +24%
LPL Financial
13
LPL Financial
California
$5.84M +$3.67M +236,181 +198%
UBS Group
14
UBS Group
Switzerland
$5.28M +$1.86M +119,445 +59%
VBFG
15
Vishria Bird Financial Group
Tennessee
$4.76M +$4.5M +289,714 New
Osaic Holdings
16
Osaic Holdings
Arizona
$4.31M +$3.2M +206,089 +363%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$3.23M +$3.06M +196,843 New
RJA
18
Raymond James & Associates
Florida
$2.64M +$1.68M +108,058 +204%
AA
19
Addison Advisors
Vermont
$2.44M +$982K +63,185 +74%
Ameriprise
20
Ameriprise
Minnesota
$2.33M +$1.29M +82,985 +144%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.26M +$1.15M +74,236 +117%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.02M +$1.91M +122,881 New
ADL
23
Asset Dedication LLC
California
$1.84M +$410K +26,412 +31%
ECM
24
Exchange Capital Management
Michigan
$1.59M +$1.5M +96,626 New
NCM
25
Novare Capital Management
North Carolina
$1.42M +$723K +46,528 +117%

BSCV Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) for Q4 2023, worth a combined $291M — up 99% from $146M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSCV positions and 5 closed out — a net gain of 21 holders — while 33 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.97M sold.

  • 71 institutional investors held Invesco BulletShares 2031 Corporate Bond ETF (BSCV) as of Q4 2023, up from 50 in Q3 2023.
  • Funds reported $291M of Invesco BulletShares 2031 Corporate Bond ETF stock for Q4 2023, up 99% quarter-over-quarter.
  • 26 funds opened new Invesco BulletShares 2031 Corporate Bond ETF positions in Q4 2023 and 5 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $51.9M added.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF seller in Q4 2023 was Citadel Advisors, an estimated $2.97M sold.

Based on aggregated 13F filings for Q4 2023.