Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
BSCJ was delisted on the 16th of December, 2019.
209 hedge funds and large institutions have $696M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 70 reducing their positions, and 20 closing their positions.
55% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 20
21% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 70
4% more funds holding
Funds holding: 201 → 209 (+8)
2% less capital invested
Capital invested by funds: $710M → $696M (-$13.5M)
40% less funds holding in top 10
Funds holding in top 10: 25 → 15 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$23.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$10.9M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$8.98M |
| 4 |
SFWC
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
+$8.46M |
| 5 |
HPC
HM Payson & Co
Portland,
Maine
|
+$7.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWMA
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
-$19.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.7M |
| 4 |
DP
Denver PWM
Denver,
Colorado
|
-$6.46M |
| 5 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
-$6.02M |
BSCJ Hedge Fund Activity: Q1 2019 in Review
209 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q1 2019, worth a combined $696M — down 1.9% from $710M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new BSCJ positions and 20 closed out — a net gain of 11 holders — while 85 added to existing stakes and 70 trimmed.
The largest buyer was Cresset Asset Management, opening a new position worth an estimated $23.6M. The largest seller was Ironwood Wealth Management (Arizona), cutting an estimated $19.5M.
- 209 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q1 2019, up from 201 in Q4 2018.
- Funds reported $696M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q1 2019, down 1.9% quarter-over-quarter.
- 31 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q1 2019 and 20 closed out, a net change of +11 holders.
- The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q1 2019 was Cresset Asset Management, an estimated $23.6M added.
- The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q1 2019 was Ironwood Wealth Management (Arizona), an estimated $19.5M sold.
Based on aggregated 13F filings for Q1 2019.