We are live on ! Find out more
BSCJ

Invesco BulletShares 2019 Corporate Bond ETF

Delisted

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

151 hedge funds and large institutions have $562M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 82 increasing their positions, 40 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

105% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 40

9% more funds holding

Funds holding: 138151 (+13)

3% more capital invested

Capital invested by funds: $547M → $562M (+$15.2M)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
151
Holders Change
+13
Holders Change %
+9.42%
% of All Funds
3.76%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
16
Increased
82
Reduced
40
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
StrategIQ Financial Group
Indiana
$209K -$11.2K -528 -5%
NA
127
NewEdge Advisors
Louisiana
$206K -$19.5K -917 -9%
LFPWM
128
Leicht Financial Planning & Wealth Management
New Jersey
$200K -$26K -1,221 -11%
FA
129
FC Advisory
Pennsylvania
$200K +$200K +9,417 New
TFO
130
Tarbox Family Office
California
$151K +$151K +7,100 New
BC
131
Barnett & Company
Tennessee
$121K -$63.8K -3,000 -35%
NFG
132
Next Financial Group
Texas
$96K +$489 +23 +0.5%
PWM
133
Perigon Wealth Management
California
$95K -$3.83K -180 -4%
OAM
134
Oppenheimer Asset Management
New York
$87K -$3.21K -151 -4%
ST
135
Smithfield Trust
Pennsylvania
$87K +$70.6K +3,320 +426%
CAL
136
Capital Advisors Ltd
Ohio
$58K +$128 +6 +0.2%
MA
137
MCF Advisors
Kentucky
$57K +$56.6K +2,662 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$50K +$49.9K +2,349 New
NIC
139
Northwest Investment Counselors
Oregon
$45K +$22.3K +1,051 +98%
AIP
140
Ameritas Investment Partners
Nebraska
$38K
FPFS
141
First Personal Financial Services
North Carolina
$37K
CB
142
Community Bank
New York
$28K
CFA
143
Carroll Financial Associates
North Carolina
$25K
SEI Investments
144
SEI Investments
Pennsylvania
$20K +$15.2K +713 +318%
Citigroup
145
Citigroup
New York
$15K +$14.9K +700 New
FHA
146
First Horizon Advisors
Tennessee
$11K +$10.6K +500 New
HCA
147
Horan Capital Advisors
Ohio
$9K +$8.51K +400 New
TC
148
Trust Company
Kansas
$8K
AssetMark Inc
149
AssetMark Inc
California
$8K +$5.38K +253 +181%
BWM
150
Baystate Wealth Management
Massachusetts
$4K +$4.42K +208 New

BSCJ Hedge Fund Activity: Q3 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q3 2017, worth a combined $562M — up 2.8% from $547M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSCJ positions and 3 closed out — a net gain of 13 holders — while 82 added to existing stakes and 40 trimmed.

The largest buyer was Capital Advantage, adding an estimated $4.87M. The largest seller was Financial Advisory Group, cutting an estimated $8.67M.

  • 151 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q3 2017, up from 138 in Q2 2017.
  • Funds reported $562M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q3 2017, up 2.8% quarter-over-quarter.
  • 16 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q3 2017 and 3 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q3 2017 was Capital Advantage, an estimated $4.87M added.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q3 2017 was Financial Advisory Group, an estimated $8.67M sold.

Based on aggregated 13F filings for Q3 2017.