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BSCJ

Invesco BulletShares 2019 Corporate Bond ETF

Delisted

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

135 hedge funds and large institutions have $501M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

200% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 25

34% more capital invested

Capital invested by funds: $372M → $501M (+$128M)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

11% more funds holding

Funds holding: 122135 (+13)

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
3.36%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
20
Increased
75
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Empirical Wealth Management
Washington
$2.02M -$131K -6,191 -6%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$2M +$559K +26,373 +39%
LWA
53
Lowe Wealth Advisors
Maryland
$1.99M +$38.8K +1,832 +2%
MIH
54
Madison Investment Holdings
Wisconsin
$1.86M +$308K +14,509 +20%
CWM
55
Confluence Wealth Management
Oregon
$1.84M -$259K -12,221 -12%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.84M +$443K +20,908 +32%
CC
57
Courier Capital
New York
$1.79M +$324K +15,275 +22%
NA
58
Nottingham Advisors
New York
$1.72M +$96.9K +4,572 +6%
PAG
59
Private Advisor Group
New Jersey
$1.67M +$67K +3,160 +4%
SIC
60
SFE Investment Counsel
California
$1.67M +$588K +27,750 +55%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$1.65M +$43.4K +2,049 +3%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$1.62M -$42 -2 -0%
FIM
63
Freedom Investment Management
Connecticut
$1.57M -$36.5K -1,720 -2%
PNC
64
Park National Corp
Ohio
$1.56M +$56.1K +2,645 +4%
CAN
65
Cetera Advisor Networks
California
$1.36M +$674K +31,798 +98%
ACP
66
Ashfield Capital Partners
California
$1.32M +$181K +8,552 +16%
FA
67
FMA Advisory
Pennsylvania
$1.27M +$1.26M +59,664 New
BMM
68
Buffington Mohr McNeal
Idaho
$1.23M +$115K +5,438 +10%
LCM
69
Leisure Capital Management
California
$1.21M +$124K +5,870 +12%
CCM
70
Cribstone Capital Management
Maine
$1.19M +$172K +8,126 +17%
IA
71
IFP Advisors
Florida
$1.11M -$1.17M -55,218 -51%
AEPG
72
American Economic Planning Group
New Jersey
$1.06M +$49.7K +2,343 +5%
AI
73
Atria Investments
North Carolina
$1M +$106K +5,018 +12%
CP
74
Camelot Portfolios
Ohio
$969K +$215K +10,140 +29%
MCP
75
Mirador Capital Partners
California
$938K +$98.3K +4,638 +12%

BSCJ Hedge Fund Activity: Q1 2017 in Review

135 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q1 2017, worth a combined $501M — up 34% from $372M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCJ positions and 5 closed out — a net gain of 15 holders — while 75 added to existing stakes and 25 trimmed.

The largest buyer was Capital Advantage, adding an estimated $45.1M. The largest seller was HighTower Advisors, cutting an estimated $3.54M.

  • 135 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q1 2017, up from 122 in Q4 2016.
  • Funds reported $501M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q1 2017, up 34% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q1 2017 and 5 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q1 2017 was Capital Advantage, an estimated $45.1M added.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q1 2017 was HighTower Advisors, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2017.