
Invesco BulletShares 2031 Corporate Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 162 institutional investors hold shares in this ETF, with total holdings valued at $978.6M. Aptus Capital Advisors, LLC is the largest holder with a position valued at $165.3M.
Overview of institutional ownership in BSCV as of Q3 2025
Institutions with the largest positions in BSCV as of Q3 2025
| Institution | Position Value |
|---|---|
Aptus Capital Advisors, LLC ETF Provider | $165.3M 1.53% of portfolio |
MORGAN STANLEY RIA/Wealth | $67.3M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $62.5M 0.02% of portfolio |
L LPL Financial LLC Institution | $59.0M 0.02% of portfolio |
$44.1M 1.42% of portfolio | |
HENGEHOLD CAPITAL MANAGEMENT LLC RIA/Wealth | $35.4M 3.02% of portfolio |
H Hills Bank & Trust Co Institution | $33.1M 1.95% of portfolio |
Union Bankshares Corp Institution | $32.7M 0.62% of portfolio |
Invesco Ltd. ETF Provider | $31.8M 0.01% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $27.2M 0.01% of portfolio |
Institutional buying and selling activity for BSCV in Q3 2025
| Institution | Net Bought |
|---|---|
H Hills Bank & Trust Co Institution | +$30.6M +1.8M shares |
MORGAN STANLEY RIA/Wealth | +$18.5M +1.1M shares |
L LPL Financial LLC Institution | +$15.6M +936.8K shares |
Aptus Capital Advisors, LLC ETF Provider | +$12.6M +752.7K shares |
C CENTRAL VALLEY ADVISORS, LLC Institution | +$8.8M +527.2K shares |
Lido Advisors, LLC RIA/Wealth | +$7.4M +441.9K shares |
Union Bankshares Corp Institution | +$5.0M +299.4K shares |
MAI Wealth Advisors RIA/Wealth | +$4.8M +285.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$4.6M +276.4K shares |
Carmel Capital Partners, LLC Hedge Fund•Value | +$4.6M +275.2K shares |
| Institution | Net Sold |
|---|---|
JPMORGAN CHASE & CO Institution | −$4.3M −261.5K shares |
A ATRIA INVESTMENTS LLC Institution | −$2.2M −128.9K shares |
M Motley Fool Wealth Management, LLC Institution | −$1.8M −105.6K shares |
WELLS FARGO & COMPANY/MN Institution | −$1.5M −89.8K shares |
Foundations Investment Advisors, LLC RIA/Wealth | −$660.1K −39.9K shares |
AA Financial Advisors, LLC RIA/Wealth | −$652.5K −39.1K shares |
−$303.9K −18.5K shares | |
L Laurel Wealth Advisors LLC RIA/Wealth | −$273.2K −16.5K shares |
E EASTERN BANK Institution | −$241.6K −14.5K shares |
Waycross Investment Management Co RIA/Wealth | −$237.0K −14.2K shares |
Institutions that initiated new positions or completely exited BSCV in Q3 2025
| Institution | Position Value |
|---|---|
C CENTRAL VALLEY ADVISORS, LLC Institution | $8.8M 527.2K shares |
M MORTON COMMUNITY BANK Institution | $2.1M 126.7K shares |
Apeiron RIA LLC RIA/Wealth | $885.9K 52.9K shares |
A Apella Capital, LLC Institution | $811.3K 48.2K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | $344.0K 20.6K shares |
Axis Wealth Partners, LLC RIA/Wealth | $274.8K 16.5K shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | $202.3K 12.1K shares |
Private Advisor Group, LLC RIA/Wealth | $181.8K 10.9K shares |
P Prosperity Wealth Management, Inc. RIA/Wealth | $179.7K 10.8K shares |
Kingsview Wealth Management, LLC RIA/Wealth | $176.7K 10.6K shares |
| Institution | Previous Position |
|---|---|
JPMORGAN CHASE & CO Institution | $4.3M 261.5K shares |
Foundations Investment Advisors, LLC RIA/Wealth | $660.1K 39.9K shares |
$303.9K 18.5K shares | |
L Laurel Wealth Advisors LLC RIA/Wealth | $273.2K 16.5K shares |
Eqis Capital Management, Inc. RIA/Wealth | $229.0K 13.9K shares |
ANGELES WEALTH MANAGEMENT, LLC RIA/Wealth | $39.5K 2.4K shares |
Institutions with the largest Call and Put options positions in BSCV as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BSCV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Waycross Investment Management Co RIA/Wealth | 6.51% $6.4M |
Headland Capital, LLC RIA/Wealth | 5.14% $18.3M |
Capital Investment Counsel, LLC RIA/Wealth | 3.11% $20.8M |
HENGEHOLD CAPITAL MANAGEMENT LLC RIA/Wealth | 3.02% $35.4M |
C CENTRAL VALLEY ADVISORS, LLC Institution | 2.76% $8.8M |
Infinity Wealth Counsel, LLC RIA/Wealth | 2.49% $2.6M |
A AMJ Financial Wealth Management RIA/Wealth | 2.48% $10.2M |
Goepper Burkhardt LLC RIA/Wealth | 2.28% $6.7M |
Farnam Financial LLC RIA/Wealth | 2.07% $2.7M |
Opulen Financial Group LLC RIA/Wealth | 2.05% $2.7M |
Discover hedge funds investing in BSCV


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Home Improvement Consumer Cyclical | $32.1M | 13.39% | |
ETF ETF | $27.2M | 11.33% | |
Software - Infrastructure Technology | $20.7M | 8.63% |
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