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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

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

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
ACA
1
Aptus Capital Advisors
Alabama
$108M +$70.2M +4,310,526 +177%
Raymond James Financial
2
Raymond James Financial
Florida
$55.3M +$56.2M +3,447,374 New
Morgan Stanley
3
Morgan Stanley
New York
$34.5M +$2.88M +177,048 +9%
AWM
4
Avior Wealth Management
Nebraska
$32.1M +$32.5M +1,997,141 +119,375%
Wells Fargo
5
Wells Fargo
California
$26.5M +$2.14M +131,593 +9%
LPL Financial
6
LPL Financial
California
$25.7M +$2.7M +165,711 +12%
Invesco
7
Invesco
Georgia
$21.2M +$10.5M +644,976 +96%
MFWM
8
Motley Fool Wealth Management
Virginia
$21M -$429K -26,347 -2%
CICC
9
Capital Investment Counsel (Colorado)
Colorado
$19.5M +$6.71M +411,880 +51%
AUB
10
Atlantic Union Bankshares
Virginia
$16.9M +$1.32M +80,963 +8%
HCM
11
Hengehold Capital Management
Ohio
$14.5M +$14.7M +900,423 New
UBS Group
12
UBS Group
Switzerland
$14.3M +$964K +59,153 +7%
SPIA
13
Steward Partners Investment Advisory
New York
$12.7M -$972K -59,636 -7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.4M +$5.33M +327,068 +73%
Bank of America
15
Bank of America
North Carolina
$11M -$694K -42,580 -6%
KCM
16
Kaye Capital Management
California
$10.1M +$73K +4,479 +0.7%
CPC
17
Cookson Peirce & Co
Pennsylvania
$9.69M +$412K +25,273 +4%
MA
18
MONECO Advisors
Connecticut
$7.24M +$4.35M +266,974 +145%
WIM
19
Waycross Investment Management
Washington
$6.56M +$38.3K +2,353 +0.6%
SA
20
Sanctuary Advisors
Indiana
$6.55M +$1.39M +85,067 +26%
AFA
21
AA Financial Advisors
Ohio
$6.14M +$1.09M +66,851 +21%
MWM
22
Marietta Wealth Management
Georgia
$5.91M +$190K +11,636 +3%
Citadel Advisors
23
Citadel Advisors
Florida
$5.86M +$4.03M +247,360 +210%
CAM
24
Clark Asset Management
New Hampshire
$5.12M +$1.89M +116,110 +57%
EB
25
Eastern Bank
Massachusetts
$4.89M -$3.27M -200,963 -40%
1
2 3 4 5

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.