We are live on ! Find out more
BSCJ

Invesco BulletShares 2019 Corporate Bond ETF

Delisted

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

194 hedge funds and large institutions have $599M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 95 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 209194 (-15)

14% less capital invested

Capital invested by funds: $696M → $599M (-$97.2M)

36% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 95

40% less funds holding in top 10

Funds holding in top 10: 159 (-6)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
194
Holders Change
-15
Holders Change %
-7.18%
% of All Funds
4.21%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.2%
New
9
Increased
61
Reduced
95
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
76
Legacy Private Trust
Wisconsin
$1.23M -$226K -10,708 -16%
QCM
77
Quest Capital Management
Texas
$1.23M -$219K -10,388 -15%
BWA
78
BlueSky Wealth Advisors
North Carolina
$1.08M -$29.6K -1,403 -3%
ACP
79
Ashfield Capital Partners
California
$1.08M -$1.12M -53,100 Closed
AEPG
80
American Economic Planning Group
New Jersey
$1.02M -$69.9K -3,316 -6%
CCM
81
Cribstone Capital Management
Maine
$1.01M -$124K -5,859 -11%
Lido Advisors
82
Lido Advisors
California
$980K -$63.1K -2,990 -6%
KIG
83
Kessler Investment Group
Indiana
$975K +$280K +13,257 +40%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$949K -$743K -35,233 -44%
SWMG
85
Strategic Wealth Management Group
Maryland
$904K -$96.2K -4,559 -10%
AA
86
Apriem Advisors
California
$868K +$354K +16,780 +69%
MIAN
87
Mariner Independent Advisor Network
Kansas
$859K +$28.6K +1,357 +3%
AF
88
Advisornet Financial
Minnesota
$828K +$613K +29,076 +285%
SBSB
89
Sullivan, Bruyette, Speros & Blaney
Virginia
$804K -$65.6K -3,111 -8%
CPO
90
Cerity Partners OCIO
New York
$773K -$26.7K -1,264 -3%
GEA
91
Glen Eagle Advisors
New Jersey
$754K -$13.1K -620 -2%
JP Morgan Chase
92
JP Morgan Chase
New York
$727K -$36.1K -1,710 -5%
MA
93
MONECO Advisors
Connecticut
$724K -$94.8K -4,496 -12%
PMG
94
ProVise Management Group
Florida
$722K -$52.3K -2,480 -7%
FCB
95
First Command Bank
Texas
$713K -$7.11M -337,302 -91%
FCFS
96
First Command Financial Services
Texas
$713K -$7.11M -337,302 -91%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$706K +$152K +7,203 +27%
SG Americas Securities
98
SG Americas Securities
New York
$675K -$1.43M -67,730 -68%
KP
99
Keel Point
Alabama
$663K -$33.5K -1,589 -5%
WP
100
WealthSource Partners
California
$650K +$25.8K +1,221 +4%

BSCJ Hedge Fund Activity: Q2 2019 in Review

194 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q2 2019, worth a combined $599M — down 14% from $696M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BSCJ and 9 opened new positions — a net loss of 10 holders — while 95 trimmed existing stakes and 61 added.

The largest buyer was Brookstone Capital Management, adding an estimated $11.3M. The largest seller was NorthRock Partners, exiting entirely with an estimated $31.9M sold.

  • 194 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q2 2019, down from 209 in Q1 2019.
  • Funds reported $599M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q2 2019, down 14% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q2 2019 and 19 closed out, a net change of -10 holders.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q2 2019 was Brookstone Capital Management, an estimated $11.3M added.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q2 2019 was NorthRock Partners, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2019.