INVESCO BULLETSHARES 2031 CR (BSCV) Institutional Ownership Changes & 13F Activity

INVESCO BULLETSHARES 2031 CR (BSCV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Waverly Advisors, Llc, Morgan Stanley, Ubs Group Ag, and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+126,966+20.4%750,708$12.30MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+9,444+23.9%48,904$801.29KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-6,606-8.8%68,552$1.12MQ2 2026Sep 02, 2026
Gill Capital Partners, LlcSell-1,849-13.3%12,035$197.19KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-64,503-83.4%12,862$210.74KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+591+5.3%11,638$190.69KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+4,158+7.6%59,134$968.91KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+11,311+7.9%153,900$2.52MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+3,954+19.4%24,376$399.28KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+2,445,4582,445,458$40.07MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+1,232,281+5276.1%1,255,637$20.57MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+512,472512,472$8.39MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+337,097+8.5%4,287,858$70.26MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+262,880+19.0%1,645,463$26.96MQ2 2026Aug 14, 2026
Davis R M IncBuy+230,971+54.7%653,039$10.70MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+172,018+8.5%2,184,082$35.79MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+132,330+6.5%2,180,731$35.73MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+107,246+18.4%688,529$11.31MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+78,558+19.3%485,744$7.96MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+74,971+8.3%974,092$15.96MQ2 2026Aug 14, 2026
&PartnersBuy+61,993+4.1%1,568,920$25.71MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+32,926+6.4%549,842$9.01MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+29,330+5.7%548,149$8.98MQ2 2026Aug 14, 2026
Morton Community BankBuy+19,966+8.0%268,400$4.40MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+14,07914,079$230.68KQ2 2026Aug 14, 2026
Redmond Asset Management, LlcBuy+4,439+7.8%61,367$1.01MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,6671,667$27.31KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-1,490-11.7%11,219$183.82KQ2 2026Aug 14, 2026
Morgan StanleyBuy+621,894+8.8%7,675,438$125.76MQ2 2026Aug 13, 2026
Ubs Group AgBuy+521,301+40.1%1,820,580$29.83MQ2 2026Aug 13, 2026
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Frequently asked questions about BSCV activity

  • Which institutional owners are buying BSCV?

    Institutional owners buying BSCV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BSCV activity?

    "Buy" means an investor increased their reported position in BSCV compared to the prior reporting period. This reflects growing exposure to INVESCO BULLETSHARES 2031 CR (BSCV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSCV increasing?

    Institutional interest in BSCV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.