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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
FAAS
151
First Allied Advisory Services
California
$31K +$31K +1,464 New
CB
152
Community Bank
New York
$27K – – –
US Bancorp
153
US Bancorp
Minnesota
$27K +$27.5K +1,300 New
CFA
154
Carroll Financial Associates
North Carolina
$25K – – –
AssetMark Inc
155
AssetMark Inc
California
$16K +$8K +378 +96%
CB
156
CNB Bank
Pennsylvania
$16K +$15.9K +750 New
GTAM
157
Global Trust Asset Management
Florida
$16K +$15.9K +750 New
CA
158
Calton & Associates
Florida
$16K +$16.9K +799 New
Citigroup
159
Citigroup
New York
$15K – – –
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$12K +$11.7K +554 New
SEI Investments
161
SEI Investments
Pennsylvania
$6K -$13.7K -645 -69%
TC
162
Trust Company
Kansas
$5K -$3.18K -150 -40%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.97K +235 New
AIP
164
Ameritas Investment Partners
Nebraska
$4K – – –
BWM
165
Baystate Wealth Management
Massachusetts
$4K – – –
SIS
166
Sound Income Strategies
Florida
$1K +$1.16K +55 New
GAG
167
GM Advisory Group
New York
– -$12.3M -579,895 Closed
CG
168
Colony Group
Massachusetts
– -$908K -42,717 Closed
WA
169
WESPAC Advisors
California
– -$353K -16,608 Closed
PFS
170
Prospera Financial Services
Texas
– -$247K -11,614 Closed
VV
171
Verity & Verity
South Carolina
– -$221K -10,390 Closed
SFG
172
StrategIQ Financial Group
Indiana
– -$209K -9,846 Closed
TFO
173
Tarbox Family Office
California
– -$151K -7,100 Closed
NFG
174
Next Financial Group
Texas
– -$96K -4,513 Closed
OAM
175
Oppenheimer Asset Management
New York
– -$87K -4,079 Closed
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.