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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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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: 151 → 166 (+15)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+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
–

Top Buyers

Rank Fund Capital Flow
1
FAG
Financial Advisory Group
Texas
+$8.24M
2
CA
Capital Advantage
California
+$4.19M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$2.84M
4
SFS
Strategic Financial Services
New York
+$2.47M
5
CWM
CMH Wealth Management
New Hampshire
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
VNA
Valley National Advisers
Pennsylvania
-$16.6M
2
GAG
GM Advisory Group
New York
-$12.3M
3
Bank of America
Bank of America
North Carolina
-$3.7M
4
Wells Fargo
Wells Fargo
California
-$2.71M
5
PV
Private Vista
Illinois
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$318K -$9.97K -471 -3%
CA
127
Corrado Advisors
New Jersey
$306K -$5.72K -270 -2%
AF
128
Advisornet Financial
Minnesota
$300K +$301K +14,239 New
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$282K -$1.81M -85,532 -86%
FCAG
130
First Capital Advisors Group
New Jersey
$278K – – –
SFA
131
Sequoia Financial Advisors
Ohio
$277K – – –
ST
132
Spinnaker Trust
Maine
$272K – – –
PA
133
Parallel Advisors
California
$260K +$15.9K +750 +6%
APP
134
Avantax Planning Partners
Iowa
$252K – – –
GIM
135
Goelzer Investment Management
Indiana
$249K -$13.1K -617 -5%
MAM
136
Marquette Asset Management
Minnesota
$224K – – –
FA
137
FC Advisory
Pennsylvania
$221K +$22.8K +1,075 +11%
CTA
138
Chesley Taft & Associates
Illinois
$218K +$219K +10,350 New
CCA
139
Catalyst Capital Advisors
New York
$211K – – –
NA
140
NewEdge Advisors
Louisiana
$203K -$995 -47 -0.5%
GF
141
Goodman Financial
Texas
$194K +$195K +9,203 New
MCM
142
Monument Capital Management
Virginia
$183K +$184K +8,713 New
BC
143
Barnett & Company
Tennessee
$172K +$52.7K +2,490 +44%
ST
144
Smithfield Trust
Pennsylvania
$111K +$24.6K +1,160 +28%
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$102K -$222K -10,484 -69%
PWM
146
Perigon Wealth Management
California
$94K – – –
CAL
147
Capital Advisors Ltd
Ohio
$57K +$148 +7 +0.3%
MA
148
MCF Advisors
Kentucky
$49K -$7.03K -332 -12%
APA
149
American Portfolios Advisors
New York
$42.1K +$42.3K +1,998 New
FPFS
150
First Personal Financial Services
North Carolina
$36K – – –
4 5
6
7 8

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.