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BSCJ

Invesco BulletShares 2019 Corporate Bond ETF
BSCJ

Delisted

BSCJ was delisted on the 16th of December, 2019.

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52 hedge funds and large institutions have $113M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 5 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

380% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 5

27% more funds holding

Funds holding: 41 → 52 (+11)

18% more capital invested

Capital invested by funds: $96M → $113M (+$17M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
52
Holders Change
+11
Holders Change %
+26.83%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
24
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$1.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.5M
3
NA
Nottingham Advisors
New York
+$1.38M
4
LW
Linscomb Wealth
Texas
+$1.32M
5
Wells Fargo
Wells Fargo
California
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
-$3.11M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.85M
3
TCM
Tradewinds Capital Management
Washington
-$35K
4
AIG
American International Group
New York
-$34.2K
5
EWM
Empirical Wealth Management
Washington
-$32K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$614K +$228K +10,824 +58%
ACP
27
Ashfield Capital Partners
California
$547K +$336K +15,935 +156%
LPT
28
Legacy Private Trust
Wisconsin
$517K +$80.1K +3,800 +18%
ONB
29
Old National Bancorp
Indiana
$510K -$31.3K -1,485 -6%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$485K +$489K +23,215 New
VCM
31
Vigilant Capital Management
Maine
$478K +$378K +17,940 +366%
FA
32
FCG Advisors
New Jersey
$432K +$431K +20,478 New
FFIC
33
First Fiduciary Investment Counsel
Ohio
$409K +$412K +19,540 New
MAM
34
Marquette Asset Management
Minnesota
$407K +$57.5K +2,731 +16%
FAG
35
Financial Advisory Group
Texas
$344K +$95.4K +4,530 +38%
CWM
36
Concert Wealth Management
California
$323K +$325K +15,433 New
Jane Street
37
Jane Street
New York
$317K +$319K +15,147 New
PNC
38
Park National Corp
Ohio
$310K +$312K +14,826 New
VFS
39
VSR Financial Services
Kansas
$255K – – –
GI
40
Gradient Investments
Minnesota
$240K +$60.2K +2,859 +33%
CAN
41
Cetera Advisor Networks
California
$224K – – –
CBN
42
Cadence Bank NA
Texas
$215K – – –
AP
43
Atwood & Palmer
Missouri
$205K +$156K +7,425 +316%
PIM
44
Parasol Investment Management
Illinois
$201K +$149K +7,050 +278%
LFR
45
Lehman Financial Resources
Pennsylvania
$101K – – –
IF
46
Ironwood Financial
Arizona
$51K +$50.8K +2,410 New
FPFS
47
First Personal Financial Services
North Carolina
$51K +$51.4K +2,441 New
CAL
48
Capital Advisors Ltd
Ohio
$50K – – –
CB
49
Community Bank
New York
$44K +$44.2K +2,100 New
NC
50
NewSquare Capital
Pennsylvania
$42K -$3.11M -147,665 -99%
1
2
3

BSCJ Hedge Fund Activity: Q4 2014 in Review

52 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q4 2014, worth a combined $113M — up 18% from $96M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSCJ positions and 3 closed out — a net gain of 14 holders — while 24 added to existing stakes and 5 trimmed.

The largest buyer was United Capital Financial Advisors, adding an estimated $1.6M. The largest seller was NewSquare Capital, cutting an estimated $3.11M.

  • 52 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q4 2014, up from 41 in Q3 2014.
  • Funds reported $113M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q4 2014, up 18% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q4 2014 and 3 closed out, a net change of +14 holders.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $1.6M added.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q4 2014 was NewSquare Capital, an estimated $3.11M sold.

Based on aggregated 13F filings for Q4 2014.