Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
BSCJ was delisted on the 16th of December, 2019.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.5M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
+$1.38M |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
+$1.32M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$3.11M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.85M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$35K |
| 4 |
AIG
American International Group
New York
|
-$34.2K |
| 5 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFA
51
JNBA Financial Advisors
Bloomington,
Minnesota
| $9K | – | – | – |
|
|
TCM
52
Tradewinds Capital Management
Bellingham,
Washington
| – | -$35K | -1,665 | Closed |
|
|
AIG
53
American International Group
New York
| – | -$34.2K | -1,628 | Closed |
|
|
MFS
54
MSI Financial Services
Springfield,
Massachusetts
| – | -$5K | -216 | Closed |
|
55
Parallax Volatility Advisers
San Francisco,
California
| – | +$21 | +1 | New |
|
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.