BSCV Institutional Ownership
Invesco BulletShares 2031 Corporate Bond ETF
1W: -0.3%
1M: -2.2%
3M: -3.5%
YTD: -4.8%
1Y: -5.0%
3Y: +14.8%
5Y: -5.6%
$15.78
-0.04 (-0.28%)
Weekly Expected Move ±0.7%
$16
$16
$16
$16
$16
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BSCV
235
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
27
New Positions
127
Increased
49
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (247 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 10,832,928 | $171M | +188,508 | +1.8% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 7,675,438 | $121M | +621,894 | +8.8% | 15Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 4,287,858 | $68M | +337,097 | +8.5% | 7Q | SEC ↗ |
| 4 | LPL Financial LLC | 3,510,216 | $55M | +902,346 | +34.6% | 15Q | SEC ↗ |
| 5 | Atlantic Union Bankshares Corp | 3,071,589 | $48M | +628,502 | +25.7% | 15Q | SEC ↗ |
| 6 | Invesco Ltd. | 2,445,458 | $39M | +327,111 | +15.4% | 19Q | SEC ↗ |
| 7 | Avior Wealth Management, LLC | 2,400,792 | $38M | -287,929 | -10.7% | 9Q | SEC ↗ |
| 8 | HENGEHOLD CAPITAL MANAGEMENT LLC | 2,395,263 | $38M | +147,385 | +6.6% | 7Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 2,184,082 | $34M | +172,018 | +8.5% | 17Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 2,180,731 | $34M | +132,330 | +6.5% | 15Q | SEC ↗ |
| 11 | UBS Group AG | 1,820,580 | $29M | +521,301 | +40.1% | 16Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 1,645,463 | $26M | +262,880 | +19.0% | 19Q | SEC ↗ |
| 13 | MONECO ADVISORS, LLC | 1,578,888 | $25M | +119,038 | +8.2% | 13Q | SEC ↗ |
| 14 | &PARTNERS | 1,568,920 | $25M | +61,993 | +4.1% | 9Q | SEC ↗ |
| 15 | Capital Investment Counsel, LLC | 1,335,960 | $21M | +25,083 | +1.9% | 10Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 1,311,336 | $21M | +47,632 | +3.8% | 10Q | SEC ↗ |
| 17 | Headland Capital, LLC | 1,303,900 | $21M | +113,813 | +9.6% | 6Q | SEC ↗ |
| 18 | Waverly Advisors, LLC | 1,255,637 | $20M | +1,232,281 | +5276.1% | 10Q | SEC ↗ |
| 19 | TruWealth Advisors, LLC | 1,242,679 | $20M | -34,465 | -2.7% | 2Q | SEC ↗ |
| 20 | Clark Asset Management, LLC | 1,149,628 | $18M | +174,678 | +17.9% | 15Q | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 1,054,065 | $17M | +66,855 | +6.8% | 6Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 1,032,789 | $16M | +38,265 | +3.8% | 11Q | SEC ↗ |
| 23 | GPM Growth Investors, Inc. NEW | 991,889 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 24 | MAI Capital Management | 974,092 | $15M | +74,971 | +8.3% | 7Q | SEC ↗ |
| 25 | Legacy Financial Group LLC | 846,268 | $13M | +258,848 | +44.1% | 3Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 750,708 | $12M | +126,966 | +20.4% | 12Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP | 688,529 | $11M | +107,246 | +18.4% | 9Q | SEC ↗ |
| 28 | COOKSON PEIRCE & CO INC | 666,947 | $11M | +17,343 | +2.7% | 19Q | SEC ↗ |
| 29 | CENTRAL VALLEY ADVISORS, LLC | 663,366 | $10M | +25,022 | +3.9% | 4Q | SEC ↗ |
| 30 | DAVIS R M INC | 653,039 | $10M | +230,971 | +54.7% | 9Q | SEC ↗ |
| 31 | AMJ Financial Wealth Management | 622,503 | $10M | — | +0.0% | 6Q | SEC ↗ |
| 32 | Lido Advisors, LLC | 612,339 | $10M | +21,142 | +3.6% | 6Q | SEC ↗ |
| 33 | Hills Bank & Trust Co | 602,856 | $10M | -2,021,485 | -77.0% | 5Q | SEC ↗ |
| 34 | Goepper Burkhardt LLC | 588,199 | $9M | +71,326 | +13.8% | 11Q | SEC ↗ |
| 35 | Cornerstone Planning, LLC | 586,699 | $9M | +16,010 | +2.8% | 2Q | SEC ↗ |
| 36 | Modern Wealth Management, LLC | 549,842 | $9M | +32,926 | +6.4% | 5Q | SEC ↗ |
| 37 | Asset Dedication, LLC | 549,142 | $9M | +22,922 | +4.4% | 19Q | SEC ↗ |
| 38 | OSAIC HOLDINGS, INC. | 548,149 | $9M | +29,330 | +5.7% | 15Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 512,472 | $8M | +267,232 | +109.0% | 12Q | SEC ↗ |
| 40 | KIRR MARBACH & CO LLC /IN | 488,157 | $8M | -3,153 | -0.6% | 3Q | SEC ↗ |
| 41 | JANE STREET GROUP, LLC | 485,744 | $8M | +78,558 | +19.3% | 2Q | SEC ↗ |
| 42 | HUB Investment Partners, LLC | 477,244 | $8M | +43,667 | +10.1% | 10Q | SEC ↗ |
| 43 | Marietta Wealth Management, LLC | 476,339 | $8M | +24,411 | +5.4% | 8Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC | 464,246 | $7M | +82,554 | +21.6% | 12Q | SEC ↗ |
| 45 | Kestra Advisory Services, LLC | 456,905 | $7M | +335,679 | +276.9% | 11Q | SEC ↗ |
| 46 | Sanctuary Advisors, LLC | 453,793 | $7M | -171,330 | -27.4% | 9Q | SEC ↗ |
| 47 | Red Spruce Capital, LLC | 422,257 | $7M | +380,668 | +915.3% | 2Q | SEC ↗ |
| 48 | Decker Wealth Management LLC | 409,510 | $6M | -76,225 | -15.7% | 3Q | SEC ↗ |
| 49 | Carmel Capital Partners, LLC | 395,166 | $6M | +4,780 | +1.2% | 4Q | SEC ↗ |
| 50 | Waycross Investment Management Co | 372,853 | $6M | +1,361 | +0.4% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GPM Growth Investors, Inc. | 991,889 | $16M |
| Apollon Wealth Management, LLC | 347,477 | $5M |
| Savvy Advisors, Inc. | 176,932 | $3M |
| WEBSTER BANK, N. A. | 153,564 | $2M |
| LeClair Wealth Partners LLC | 150,853 | $2M |
| J.W. COLE ADVISORS, INC. | 83,666 | $1M |
| Kinetic Wealth Investment Advisors | 78,680 | $1M |
| Parallel Advisors, LLC | 55,212 | $871K |
| IMA Advisory Services, Inc. | 45,249 | $714K |
| Concurrent Investment Advisors, LLC | 40,503 | $639K |
| Focus Partners Advisor Solutions, L | 31,016 | $489K |
| AXXCESS WEALTH MANAGEMENT, LLC | 18,817 | $297K |
| Roundview Capital LLC | 16,801 | $265K |
| Vestmark Advisory Solutions, Inc. | 14,079 | $222K |
| CRA Financial Services, LLC | 13,575 | $214K |
| Livet Wealth, LLC | 13,238 | $209K |
| Compton Financial Group, LLC | 12,206 | $193K |
| Berman McAleer LLC | 11,595 | $183K |
| Mariner, LLC | 11,503 | $181K |
| Somerset Trust Co | 11,454 | $181K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Focus Partners Wealth | 858,286 | $14M |
| Motley Fool Wealth Management, LLC | 654,597 | $10M |
| Independent Advisor Alliance | 469,311 | $7M |
| Legacy CG, LLC | 239,712 | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 123,564 | $2M |
| HRT FINANCIAL LP | 62,801 | $991K |
| GOLDMAN SACHS GROUP INC | 37,600 | $593K |
| Diversified Portfolios, Inc. | 16,445 | $259K |
| Compound Planning, Inc. | 12,689 | $200K |
| OLD NATIONAL BANCORP /IN | 12,658 | $200K |
| Gateway Wealth Partners, LLC | 11,142 | $176K |
| Creative Planning | 10,430 | $165K |
| Align Financial, LLC | 6,628 | $105K |
| Advisory Services Network, LLC | 6,381 | $101K |
| Laurel Wealth Advisors LLC | 3,000 | $47K |
| Intentional Wealth Strategies, LLC | 2,452 | $39K |
| Ascentis Independent Advisors | 2,150 | $34K |
| Jessup Wealth Management, Inc | 906 | $14K |
| Blue Trust, Inc. | 367 | $6K |
| AE Wealth Management LLC | 274 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Waverly Advisors, LLC | +1,232,281 | +5276.1% | 1,255,637 |
| LPL Financial LLC | +902,346 | +34.6% | 3,510,216 |
| Atlantic Union Bankshares Corp | +628,502 | +25.7% | 3,071,589 |
| MORGAN STANLEY | +621,894 | +8.8% | 7,675,438 |
| UBS Group AG | +521,301 | +40.1% | 1,820,580 |
| Red Spruce Capital, LLC | +380,668 | +915.3% | 422,257 |
| RAYMOND JAMES FINANCIAL INC | +337,097 | +8.5% | 4,287,858 |
| Kestra Advisory Services, LLC | +335,679 | +276.9% | 456,905 |
| Invesco Ltd. | +327,111 | +15.4% | 2,445,458 |
| TRUIST FINANCIAL CORP | +322,528 | +692.9% | 369,076 |
| AMERIPRISE FINANCIAL INC | +267,232 | +109.0% | 512,472 |
| ROYAL BANK OF CANADA | +262,880 | +19.0% | 1,645,463 |
| Legacy Financial Group LLC | +258,848 | +44.1% | 846,268 |
| DAVIS R M INC | +230,971 | +54.7% | 653,039 |
| Coastline Complete Wealth LLC | +216,324 | +1175.5% | 234,726 |
| Aptus Capital Advisors, LLC | +188,508 | +1.8% | 10,832,928 |
| Clark Asset Management, LLC | +174,678 | +17.9% | 1,149,628 |
| WELLS FARGO & COMPANY/MN | +172,018 | +8.5% | 2,184,082 |
| CWM, LLC | +154,713 | +1543.1% | 164,739 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | +147,385 | +6.6% | 2,395,263 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Hills Bank & Trust Co | -2,021,485 | -77.0% | 602,856 |
| Avior Wealth Management, LLC | -287,929 | -10.7% | 2,400,792 |
| Addison Advisors LLC | -186,614 | -51.6% | 175,107 |
| Sanctuary Advisors, LLC | -171,330 | -27.4% | 453,793 |
| Atria Investments, Inc | -102,932 | -60.8% | 66,402 |
| Decker Wealth Management LLC | -76,225 | -15.7% | 409,510 |
| MERCER GLOBAL ADVISORS INC /ADV | -64,503 | -83.4% | 12,862 |
| JPMORGAN CHASE & CO | -61,774 | -98.4% | 986 |
| Apeiron RIA LLC | -40,546 | -56.3% | 31,526 |
| TruWealth Advisors, LLC | -34,465 | -2.7% | 1,242,679 |
| Sequoia Financial Advisors, LLC | -14,280 | -54.8% | 11,792 |
| Hobbs Group Advisors, LLC | -8,805 | -20.4% | 34,399 |
| RPg Family Wealth Advisory, LLC | -8,194 | -35.3% | 15,000 |
| CITADEL ADVISORS LLC | -6,606 | -8.8% | 68,552 |
| AA Financial Advisors, LLC | -5,423 | -2.5% | 215,472 |
| SAWGRASS ASSET MANAGEMENT LLC | -4,880 | -4.7% | 100,019 |
| NewEdge Advisors, LLC | -4,790 | -3.8% | 120,387 |
| Legacy Wealth Partners, LLC | -4,021 | -20.0% | 16,131 |
| PNC Financial Services Group, Inc. | -3,265 | -31.0% | 7,255 |
| KIRR MARBACH & CO LLC /IN | -3,153 | -0.6% | 488,157 |