We are live on ! Find out more
BSCV icon

Invesco BulletShares 2031 Corporate Bond ETF

100 hedge funds and large institutions have $342M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

358% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 12

18% more funds holding

Funds holding: 85100 (+15)

13% more capital invested

Capital invested by funds: $302M → $342M (+$40.6M)

0.45% more ownership

Funds ownership: 72.53%72.97% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
100
Holders Change
+15
Holders Change %
+17.65%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
55
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.3M -$23.2M -1,460,061 -43%
EB
2
Eastern Bank
Massachusetts
$30.1M +$602K +37,825 +2%
RJA
3
Raymond James & Associates
Florida
$29.8M +$26.2M +1,644,787 +746%
ACA
4
Aptus Capital Advisors
Alabama
$28.3M +$6.99M +439,570 +33%
MFWM
5
Motley Fool Wealth Management
Virginia
$22.1M +$8.09M +508,737 +58%
Wells Fargo
6
Wells Fargo
California
$21M +$1.28M +80,553 +7%
LPL Financial
7
LPL Financial
California
$18.3M +$743K +46,737 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18.1M +$267K +16,778 +2%
AUB
9
Atlantic Union Bankshares
Virginia
$13.5M +$2.53M +158,829 +23%
UBS Group
10
UBS Group
Switzerland
$11.8M +$800K +50,313 +7%
KCM
11
Kaye Capital Management
California
$9.81M +$323K +20,319 +3%
CPC
12
Cookson Peirce & Co
Pennsylvania
$9.29M +$13K +815 +0.1%
Invesco
13
Invesco
Georgia
$7.12M +$321K +20,179 +5%
Bank of America
14
Bank of America
North Carolina
$6.8M -$314K -19,738 -4%
KAS
15
Kestra Advisory Services
Texas
$5.45M +$4.23M +266,026 +351%
CICC
16
Capital Investment Counsel (Colorado)
Colorado
$4.83M +$4.17M +262,140 +645%
VBFG
17
Vishria Bird Financial Group
Tennessee
$4.68M +$42K +2,638 +0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.43M +$1.11M +69,834 +34%
AFA
19
AA Financial Advisors
Ohio
$4.1M +$1.53M +96,331 +60%
AI
20
Atria Investments
North Carolina
$3.96M +$263K +16,510 +7%
SA
21
Sanctuary Advisors
Indiana
$3.82M +$3.88M +243,909 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$3.63M +$271K +17,035 +8%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.29M -$1.2M -75,731 -27%
AA
24
Addison Advisors
Vermont
$3.21M +$460K +28,901 +17%
ECM
25
Exchange Capital Management
Michigan
$2.78M +$476K +29,934 +21%

BSCV Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) for Q2 2024, worth a combined $342M — up 13% from $302M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BSCV positions and 4 closed out — a net gain of 18 holders — while 55 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $26.2M. The largest seller was Morgan Stanley, cutting an estimated $23.2M.

  • 100 institutional investors held Invesco BulletShares 2031 Corporate Bond ETF (BSCV) as of Q2 2024, up from 85 in Q1 2024.
  • Funds reported $342M of Invesco BulletShares 2031 Corporate Bond ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 22 funds opened new Invesco BulletShares 2031 Corporate Bond ETF positions in Q2 2024 and 4 closed out, a net change of +18 holders.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF buyer in Q2 2024 was Raymond James & Associates, an estimated $26.2M added.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF seller in Q2 2024 was Morgan Stanley, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2024.