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BSCJ

Invesco BulletShares 2019 Corporate Bond ETF

Delisted

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

166 hedge funds and large institutions have $568M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

53% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 47

10% more funds holding

Funds holding: 151166 (+15)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more capital invested

Capital invested by funds: $562M → $568M (+$5.87M)

Holders
166
Holders Change
+15
Holders Change %
+9.93%
% of All Funds
3.77%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.34%
New
29
Increased
72
Reduced
47
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KSA
101
Ken Stern & Associates
California
$661K +$12.4K +587 +2%
HIIFS
102
Harel Insurance Investments & Financial Services
Israel
$624K -$511K -24,156 Closed
SCM
103
Southport Capital Management
Tennessee
$619K -$94.7K -4,475 -13%
IAA
104
Ironsides Asset Advisors
North Carolina
$618K -$1.47M -69,325 -70%
RIS
105
Retirement Income Solutions
Michigan
$534K +$536K +25,304 New
MML Investors Services
106
MML Investors Services
Massachusetts
$532K +$203K +9,580 +61%
CBN
107
Cadence Bank NA
Texas
$531K -$206K -9,742 -28%
Renaissance Technologies
108
Renaissance Technologies
New York
$515K +$517K +24,400 New
Jane Street
109
Jane Street
New York
$511K -$111K -5,248 -18%
WDL
110
Well Done LLC
Michigan
$497K
Wolverine Trading
111
Wolverine Trading
Illinois
$496K
HCM
112
Hengehold Capital Management
Ohio
$495K +$212K +10,035 +75%
CA
113
Cetera Advisors
Colorado
$463K -$26K -1,230 -5%
JP Morgan Chase
114
JP Morgan Chase
New York
$433K -$213K -10,040 -33%
WAM
115
Wealthspire Advisors (Maryland)
Maryland
$412K +$150K +7,079 +57%
CPO
116
Cerity Partners OCIO
New York
$400K +$170K +8,009 +73%
BJ
117
Brouwer & Janachowski
California
$397K +$399K +18,825 New
AG
118
Advisor Group
Arizona
$387K +$57K +2,693 +17%
LFPWM
119
Leicht Financial Planning & Wealth Management
New Jersey
$381K +$183K +8,650 +92%
GCA
120
Gradient Capital Advisors
California
$362K +$363K +17,160 New
CWM
121
Cabot Wealth Management
Massachusetts
$353K +$354K +16,743 New
WIC
122
Whitegate Investment Counselors
New Hampshire
$335K +$75.6K +3,573 +29%
HCM
123
Harvest Capital Management
New Hampshire
$325K -$38.1K -1,800 -10%
AC
124
Alexandria Capital
Virginia
$324K
MFG
125
Merit Financial Group
Georgia
$323K +$324K +15,294 New

BSCJ Hedge Fund Activity: Q4 2017 in Review

166 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q4 2017, worth a combined $568M — up 1% from $562M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BSCJ positions and 14 closed out — a net gain of 15 holders — while 72 added to existing stakes and 47 trimmed.

The largest buyer was Financial Advisory Group, adding an estimated $8.24M. The largest seller was Valley National Advisers, cutting an estimated $16.6M.

  • 166 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q4 2017, up from 151 in Q3 2017.
  • Funds reported $568M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q4 2017, up 1% quarter-over-quarter.
  • 29 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q4 2017 and 14 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q4 2017 was Financial Advisory Group, an estimated $8.24M added.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q4 2017 was Valley National Advisers, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2017.