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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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122 hedge funds and large institutions have $372M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

140% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 25

117% more funds holding in top 10

Funds holding in top 10: 6 → 13 (+7)

23% more funds holding

Funds holding: 99 → 122 (+23)

14% more capital invested

Capital invested by funds: $326M → $372M (+$46M)

Holders
122
Holders Change
+23
Holders Change %
+23.23%
% of All Funds
3.05%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.33%
New
29
Increased
60
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VNA
Valley National Advisers
Pennsylvania
+$4.92M
2
PTCG
Pring Turner Capital Group
California
+$3.47M
3
Wells Fargo
Wells Fargo
California
+$2.97M
4
AIM
Aspen Investment Management
Michigan
+$2.41M
5
DC
Davenport & Co
Virginia
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
PV
Private Vista
Illinois
-$7.71M
2
Bank of America
Bank of America
North Carolina
-$2.5M
3
AP
Advisors Preferred
Maryland
-$1.43M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$662K
5
IAS
IMA Advisory Services
Colorado
-$607K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.77M +$508K +23,912 +16%
FC
27
FCA Corp
Texas
$3.66M +$70.9K +3,341 +2%
PTCG
28
Pring Turner Capital Group
California
$3.46M +$3.47M +163,550 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.32M +$340K +16,017 +11%
RBCM
30
Raub Brock Capital Management
California
$3.3M +$2.44K +115 +0.1%
VCM
31
Vigilant Capital Management
Maine
$3.15M +$158K +7,430 +5%
CPC
32
Cookson Peirce & Co
Pennsylvania
$3.08M +$264K +12,445 +9%
FCB
33
First Command Bank
Texas
$3.05M +$3.06M +144,212 New
FCFS
34
First Command Financial Services
Texas
$3.05M +$3.06M +144,212 New
LPL Financial
35
LPL Financial
California
$2.98M +$235K +11,060 +9%
RFWA
36
RPg Family Wealth Advisory
Massachusetts
$2.94M -$23.9K -1,124 -0.8%
LPT
37
Legacy Private Trust
Wisconsin
$2.78M +$385K +18,150 +16%
IAS
38
IMA Advisory Services
Colorado
$2.74M -$607K -28,597 -18%
CWM
39
CMH Wealth Management
New Hampshire
$2.7M +$2.71M +127,580 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.7M +$88.3K +4,157 +3%
Wolverine Trading
41
Wolverine Trading
Illinois
$2.51M +$1.21M +57,168 +93%
AIM
42
Aspen Investment Management
Michigan
$2.4M +$2.41M +113,560 New
IA
43
IFP Advisors
Florida
$2.28M +$310K +14,600 +16%
EWM
44
Empirical Wealth Management
Washington
$2.15M +$34.9K +1,644 +2%
CWM
45
Confluence Wealth Management
Oregon
$2.1M -$91.6K -4,314 -4%
CA
46
Capital Advantage
California
$1.97M +$1.7M +80,202 +622%
BCI
47
Brinker Capital Investments
Pennsylvania
$1.96M +$1.97M +92,884 New
LWA
48
Lowe Wealth Advisors
Maryland
$1.94M +$8.94K +421 +0.5%
LNC
49
Lincoln National Corp
Pennsylvania
$1.94M +$74.9K +3,529 +4%
AP
50
Advisors Preferred
Maryland
$1.91M -$1.43M -67,180 -43%
1
2
3 4 5

BSCJ Hedge Fund Activity: Q4 2016 in Review

122 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q4 2016, worth a combined $372M — up 14% from $326M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BSCJ positions and 6 closed out — a net gain of 23 holders — while 60 added to existing stakes and 25 trimmed.

The largest buyer was Valley National Advisers, adding an estimated $4.92M. The largest seller was Private Vista, cutting an estimated $7.71M.

  • 122 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q4 2016, up from 99 in Q3 2016.
  • Funds reported $372M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q4 2016, up 14% quarter-over-quarter.
  • 29 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q4 2016 and 6 closed out, a net change of +23 holders.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q4 2016 was Valley National Advisers, an estimated $4.92M added.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q4 2016 was Private Vista, an estimated $7.71M sold.

Based on aggregated 13F filings for Q4 2016.