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Invesco BulletShares 2031 Corporate Bond ETF

142 hedge funds and large institutions have $731M invested in Invesco BulletShares 2031 Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 24

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $609M → $731M (+$122M)

3% more funds holding

Funds holding: 138142 (+4)

2.65% less ownership

Funds ownership: 79.25%76.6% (-2.7%)

Holders
142
Holders Change
+4
Holders Change %
+2.9%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
86
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$124M +$13.7M +844,313 +13%
Raymond James Financial
2
Raymond James Financial
Florida
$54.5M -$1.67M -103,302 -3%
Morgan Stanley
3
Morgan Stanley
New York
$44.1M +$9.02M +557,895 +26%
AWM
4
Avior Wealth Management
Nebraska
$39.8M +$7.12M +440,370 +22%
LPL Financial
5
LPL Financial
California
$29.9M +$3.75M +232,049 +15%
AUB
6
Atlantic Union Bankshares
Virginia
$24.9M +$7.62M +471,176 +45%
Wells Fargo
7
Wells Fargo
California
$24.5M -$2.39M -147,738 -9%
Invesco
8
Invesco
Georgia
$23.2M +$1.7M +105,409 +8%
CICC
9
Capital Investment Counsel (Colorado)
Colorado
$20.4M +$508K +31,435 +3%
MFWM
10
Motley Fool Wealth Management
Virginia
$19.7M -$1.59M -98,402 -8%
HCM
11
Hengehold Capital Management
Ohio
$16.9M +$2.2M +135,738 +15%
UBS Group
12
UBS Group
Switzerland
$16.7M +$2.14M +132,530 +15%
HC
13
Headland Capital
South Carolina
$16.3M +$16.1M +996,729 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.5M +$1.81M +111,936 +14%
MA
15
MONECO Advisors
Connecticut
$14M +$6.64M +410,310 +91%
Bank of America
16
Bank of America
North Carolina
$13.2M +$2M +123,440 +18%
SPIA
17
Steward Partners Investment Advisory
New York
$13.1M +$230K +14,246 +2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$12.9M +$12.8M +792,613 New
KCM
19
Kaye Capital Management
California
$10M -$206K -12,741 -2%
CPC
20
Cookson Peirce & Co
Pennsylvania
$9.75M -$94.7K -5,855 -1%
AFWM
21
AMJ Financial Wealth Management
Virginia
$9.75M +$9.67M +597,635 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$8.63M +$4.54M +281,027 +113%
AFA
23
AA Financial Advisors
Ohio
$7.54M +$1.29M +79,576 +21%
SA
24
Sanctuary Advisors
Indiana
$6.78M +$156K +9,629 +2%
WIM
25
Waycross Investment Management
Washington
$6.57M -$88.5K -5,470 -1%

BSCV Hedge Fund Activity: Q1 2025 in Review

142 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2031 Corporate Bond ETF (BSCV) for Q1 2025, worth a combined $731M — up 20% from $609M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSCV positions and 12 closed out — a net gain of 5 holders — while 86 added to existing stakes and 24 trimmed.

The largest buyer was Headland Capital, opening a new position worth an estimated $16.1M. The largest seller was Citadel Advisors, cutting an estimated $5.14M.

  • 142 institutional investors held Invesco BulletShares 2031 Corporate Bond ETF (BSCV) as of Q1 2025, up from 138 in Q4 2024.
  • Funds reported $731M of Invesco BulletShares 2031 Corporate Bond ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2031 Corporate Bond ETF positions in Q1 2025 and 12 closed out, a net change of +5 holders.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF buyer in Q1 2025 was Headland Capital, an estimated $16.1M added.
  • The largest Invesco BulletShares 2031 Corporate Bond ETF seller in Q1 2025 was Citadel Advisors, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2025.