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BSCI

Invesco BulletShares 2018 Corporate Bond ETF
BSCI

Delisted

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

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88 hedge funds and large institutions have $270M invested in Invesco BulletShares 2018 Corporate Bond ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 2

246% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 13

31% more funds holding

Funds holding: 67 → 88 (+21)

26% more capital invested

Capital invested by funds: $215M → $270M (+$55.1M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
88
Holders Change
+21
Holders Change %
+31.34%
% of All Funds
2.34%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
23
Increased
45
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
+$9.63M
2
Wells Fargo
Wells Fargo
California
+$4.52M
3
IF
Ironwood Financial
Arizona
+$3.85M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.61M
5
UCFA
United Capital Financial Advisors
Texas
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$1.09M
2
HighTower Advisors
HighTower Advisors
Illinois
-$836K
3
Goldman Sachs
Goldman Sachs
New York
-$663K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$345K
5
RBCM
Raub Brock Capital Management
California
-$234K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFIC
26
First Fiduciary Investment Counsel
Ohio
$1.92M +$55.4K +2,610 +3%
LPT
27
Legacy Private Trust
Wisconsin
$1.84M +$505K +23,811 +38%
AP
28
Advisors Preferred
Maryland
$1.75M +$1.74M +81,920 New
CC
29
Courier Capital
New York
$1.67M +$1.66M +78,136 New
PNC
30
Park National Corp
Ohio
$1.54M +$537K +25,308 +54%
VCM
31
Vigilant Capital Management
Maine
$1.51M +$729K +34,343 +94%
LWA
32
Lowe Wealth Advisors
Maryland
$1.45M +$1.44M +67,995 New
BCM
33
Bluefin Capital Management
New York
$1.39M +$1.39M +65,355 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.31M +$322K +15,180 +33%
PIM
35
Parasol Investment Management
Illinois
$1.27M +$259K +12,215 +26%
CB
36
Community Bank
New York
$1.26M -$3.71K -175 -0.3%
GI
37
Gradient Investments
Minnesota
$1.2M +$603K +28,394 +102%
AI
38
Atria Investments
North Carolina
$1.17M +$15K +709 +1%
Stifel Financial
39
Stifel Financial
Missouri
$1.15M +$190K +8,931 +20%
AEPG
40
American Economic Planning Group
New Jersey
$1.13M +$15K +709 +1%
MIH
41
Madison Investment Holdings
Wisconsin
$1.1M +$1.1M +51,839 New
BA
42
Boston Advisors
Massachusetts
$1.03M -$92.8K -4,374 -8%
FIM
43
Frontier Investment Management
Texas
$1M +$999K +47,050 New
CWM
44
Confluence Wealth Management
Oregon
$957K +$360K +16,977 +61%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$947K +$119K +5,629 +15%
LCM
46
Leisure Capital Management
California
$855K -$24.4K -1,150 -3%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$789K +$33.4K +1,572 +4%
FA
48
FCG Advisors
New Jersey
$737K +$310K +14,582 +73%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$701K -$345K -16,265 -33%
LNC
50
Lincoln National Corp
Pennsylvania
$639K -$7.11K -335 -1%
1
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BSCI Hedge Fund Activity: Q1 2015 in Review

88 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2018 Corporate Bond ETF (BSCI) for Q1 2015, worth a combined $270M — up 26% from $215M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSCI positions and 2 closed out — a net gain of 21 holders — while 45 added to existing stakes and 13 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $9.63M. The largest seller was Virtu KCG Holdings, cutting an estimated $1.09M.

  • 88 institutional investors held Invesco BulletShares 2018 Corporate Bond ETF (BSCI) as of Q1 2015, up from 67 in Q4 2014.
  • Funds reported $270M of Invesco BulletShares 2018 Corporate Bond ETF stock for Q1 2015, up 26% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2018 Corporate Bond ETF positions in Q1 2015 and 2 closed out, a net change of +21 holders.
  • The largest Invesco BulletShares 2018 Corporate Bond ETF buyer in Q1 2015 was Motley Fool Wealth Management, an estimated $9.63M added.
  • The largest Invesco BulletShares 2018 Corporate Bond ETF seller in Q1 2015 was Virtu KCG Holdings, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2015.