Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
BSCJ was delisted on the 16th of December, 2019.
32 hedge funds and large institutions have $71.9M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $62.6M → $71.9M (+$9.3M)
7% more funds holding
Funds holding: 30 → 32 (+2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.48M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.4M |
| 3 |
Morgan Stanley
New York
|
+$2.27M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.94M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$3.36M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.09M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$948K |
| 4 |
BCM
Bluefin Capital Management
New York
|
-$409K |
| 5 |
Jane Street
New York
|
-$383K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
26
Gradient Investments
Arden Hills,
Minnesota
| $149K | +$19.7K | +935 | +15% |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $146K | – | – | – |
|
|
LFR
28
Lehman Financial Resources
Media,
Pennsylvania
| $103K | – | – | – |
|
|
PIM
29
Parasol Investment Management
Westmont,
Illinois
| $54K | – | – | – |
|
|
CAL
30
Capital Advisors Ltd
Shaker Heights,
Ohio
| $51K | +$42 | +2 | +0.1% |
|
|
CFS
31
Community Financial System
Dewitt,
New York
| $13K | +$2.11K | +100 | +20% |
|
|
JFA
32
JNBA Financial Advisors
Bloomington,
Minnesota
| $10K | – | – | – |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.09M | -52,294 | Closed |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$15K | -720 | Closed |
|
|
BFEC
35
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$3K | -141 | Closed |
|
BSCJ Hedge Fund Activity: Q2 2014 in Review
32 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q2 2014, worth a combined $71.9M — up 15% from $62.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BSCJ positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $2.48M. The largest seller was NewSquare Capital, cutting an estimated $3.36M.
- 32 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q2 2014, up from 30 in Q1 2014.
- Funds reported $71.9M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q2 2014, up 15% quarter-over-quarter.
- 6 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q2 2014 and 3 closed out, a net change of +3 holders.
- The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q2 2014 was United Capital Financial Advisors, an estimated $2.48M added.
- The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q2 2014 was NewSquare Capital, an estimated $3.36M sold.
Based on aggregated 13F filings for Q2 2014.