We are live on ! Find out more
BSCI

Invesco BulletShares 2018 Corporate Bond ETF
BSCI

Delisted

BSCI was delisted on the 27th of December, 2018.

Back to rankings

67 hedge funds and large institutions have $215M invested in Invesco BulletShares 2018 Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 2 → 6 (+4)

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

36% more capital invested

Capital invested by funds: $158M → $215M (+$57.3M)

18% more funds holding

Funds holding: 57 → 67 (+10)

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.79%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
17
Increased
27
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
Nottingham Advisors
New York
+$16M
2
UCFA
United Capital Financial Advisors
Texas
+$2.25M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.53M
4
VKH
Virtu KCG Holdings
New York
+$1.35M
5
LW
Linscomb Wealth
Texas
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.17M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.12M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
4
BA
Boston Advisors
Massachusetts
-$996K
5
Wells Fargo
Wells Fargo
California
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
26
Community Bank
New York
$1.26M +$1.26M +59,525 New
AI
27
Atria Investments
North Carolina
$1.14M -$5.27K -249 -0.5%
BA
28
Boston Advisors
Massachusetts
$1.11M -$996K -47,031 -47%
AEPG
29
American Economic Planning Group
New Jersey
$1.1M -$5.27K -249 -0.5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.04M -$1.12M -52,915 -52%
PIM
31
Parasol Investment Management
Illinois
$1M +$286K +13,500 +40%
PNC
32
Park National Corp
Ohio
$990K +$189K +8,907 +23%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$973K +$976K +46,088 New
Stifel Financial
34
Stifel Financial
Missouri
$953K +$581K +27,434 +155%
Goldman Sachs
35
Goldman Sachs
New York
$941K -$583K -27,538 -38%
LCM
36
Leisure Capital Management
California
$871K +$874K +41,263 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$819K +$676K +31,947 +469%
VCM
38
Vigilant Capital Management
Maine
$774K +$559K +26,405 +258%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$748K -$7.83K -370 -1%
LNC
40
Lincoln National Corp
Pennsylvania
$640K +$122K +5,779 +24%
CWM
41
Confluence Wealth Management
Oregon
$589K +$591K +27,902 New
GI
42
Gradient Investments
Minnesota
$588K +$169K +7,971 +40%
FC
43
FCA Corp
Texas
$568K +$21.3K +1,008 +4%
B
44
Baird
Wisconsin
$530K +$24.3K +1,150 +5%
LPL Financial
45
LPL Financial
California
$456K +$25.3K +1,196 +6%
ONB
46
Old National Bancorp
Indiana
$425K -$84.3K -3,980 -17%
FA
47
FCG Advisors
New Jersey
$423K +$423K +19,956 New
MAM
48
Marquette Asset Management
Minnesota
$404K +$65.6K +3,100 +19%
PAS
49
Partnervest Advisory Services
California
$389K -$6.27K -296 -2%
SB
50
Suntrust Banks
Georgia
$388K +$5.34K +252 +1%
1
2
3

BSCI Hedge Fund Activity: Q4 2014 in Review

67 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2018 Corporate Bond ETF (BSCI) for Q4 2014, worth a combined $215M — up 36% from $158M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSCI positions and 3 closed out — a net gain of 14 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Nottingham Advisors, opening a new position worth an estimated $16M. The largest seller was Bank of America, cutting an estimated $1.17M.

  • 67 institutional investors held Invesco BulletShares 2018 Corporate Bond ETF (BSCI) as of Q4 2014, up from 57 in Q3 2014.
  • Funds reported $215M of Invesco BulletShares 2018 Corporate Bond ETF stock for Q4 2014, up 36% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2018 Corporate Bond ETF positions in Q4 2014 and 3 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2018 Corporate Bond ETF buyer in Q4 2014 was Nottingham Advisors, an estimated $16M added.
  • The largest Invesco BulletShares 2018 Corporate Bond ETF seller in Q4 2014 was Bank of America, an estimated $1.17M sold.

Based on aggregated 13F filings for Q4 2014.