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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
MAM
101
Marquette Asset Management
Minnesota
$255K -$60.9K -2,866 -19%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$254K +$256K +12,034 New
APP
103
Avantax Planning Partners
Iowa
$253K +$254K +11,970 New
WA
104
WESPAC Advisors
California
$252K +$253K +11,897 New
VV
105
Verity & Verity
South Carolina
$244K +$14.9K +700 +6%
SWP
106
Stratos Wealth Partners
Ohio
$237K +$127 +6 +0.1%
PFS
107
Prospera Financial Services
Texas
$214K – – –
SFG
108
StrategIQ Financial Group
Indiana
$214K +$215K +10,135 New
PA
109
Parallel Advisors
California
$213K +$214K +10,056 New
BC
110
Barnett & Company
Tennessee
$183K – – –
AC
111
Alexandria Capital
Virginia
$162K – – –
NFG
112
Next Financial Group
Texas
$158K +$9.85K +464 +7%
TC
113
Trust Company
Kansas
$132K -$19.6K -923 -13%
PWM
114
Perigon Wealth Management
California
$111K +$111K +5,218 New
CAL
115
Capital Advisors Ltd
Ohio
$57K +$149 +7 +0.3%
AIP
116
Ameritas Investment Partners
Nebraska
$38K -$12.7K -600 -25%
FPFS
117
First Personal Financial Services
North Carolina
$36K – – –
CB
118
Community Bank
New York
$27K -$4.25K -200 -13%
CFA
119
Carroll Financial Associates
North Carolina
$25K – – –
JFA
120
JNBA Financial Advisors
Minnesota
$10K +$9.55K +450 New
ST
121
Smithfield Trust
Pennsylvania
$6K +$2.12K +100 +50%
Creative Planning
122
Creative Planning
Kansas
$5K +$4.8K +226 New
AA
123
Ancora Advisors
Ohio
– -$214K -10,000 Closed
TFA
124
Transamerica Financial Advisors
Florida
– -$206K -9,615 Closed
CWM
125
Concert Wealth Management
California
– -$71K -3,449 Closed
2 3 4
5
6

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.