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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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194 hedge funds and large institutions have $599M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 95 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 209 → 194 (-15)

14% less capital invested

Capital invested by funds: $696M → $599M (-$97.2M)

36% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 95

40% less funds holding in top 10

Funds holding in top 10: 15 → 9 (-6)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
194
Holders Change
-15
Holders Change %
-7.18%
% of All Funds
4.21%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.2%
New
9
Increased
61
Reduced
95
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$11.3M
2
CG
Colony Group
Massachusetts
+$6.19M
3
ADL
Asset Dedication LLC
California
+$4.47M
4
CAM
Cresset Asset Management
Illinois
+$4.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.12M

Top Sellers

Rank Fund Capital Flow
1
NP
NorthRock Partners
Minnesota
-$31.9M
2
VNA
Valley National Advisers
Pennsylvania
-$20M
3
UBS Group
UBS Group
Switzerland
-$14.8M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$12.9M
5
FCB
First Command Bank
Texas
-$7.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
151
Mid Atlantic Financial Management
Pennsylvania
$212K -$4.03M -191,211 -95%
SHWM
152
Smith & Howard Wealth Management
Georgia
$211K +$211K +10,000 New
B
153
Bridgeworth
Alabama
$203K +$148 +7 +0.1%
VCM
154
Vigilant Capital Management
Maine
$189K -$13.4K -633 -7%
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$154K – – –
GSWM
156
Golden State Wealth Management
California
$140K – – –
ASN
157
Advisory Services Network
Georgia
$131K +$33.1K +1,567 +34%
TCM
158
Tradewinds Capital Management
Washington
$127K +$100K +4,745 +375%
IF
159
Ironwood Financial
Arizona
$106K -$2.4M -113,759 -96%
CI
160
CX Institutional
Indiana
$100K – – –
QCIG
161
Quad-Cities Investment Group
Iowa
$92K -$33.7K -1,600 -27%
CAL
162
Capital Advisors Ltd
Ohio
$81K +$316 +15 +0.4%
CIAS
163
Capital Investment Advisory Services
North Carolina
$77K – – –
SBL
164
Sargent Bickham Lagudis
Colorado
$61K – – –
BWA
165
BDO Wealth Advisors
Florida
$57K -$455K -21,549 -89%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$57K +$57K +2,700 New
RFWA
167
RPg Family Wealth Advisory
Massachusetts
$55.1K -$35.3K -1,675 -39%
AIP
168
Ameritas Investment Partners
Nebraska
$52K -$8.78K -416 -14%
BC
169
Barnett & Company
Tennessee
$50K – – –
EI
170
Ellevest Inc
New York
$49K +$37.6K +1,783 +330%
TA
171
TCG Advisors
Texas
$47K – – –
MAM
172
Marquette Asset Management
Minnesota
$42K – – –
FCA
173
FinTrust Capital Advisors
South Carolina
$41K – – –
AOWM
174
Alpha Omega Wealth Management
Virginia
$40K – – –
SMFS
175
Squar Milner Financial Services
California
$37K – – –
5 6
7
8 9

BSCJ Hedge Fund Activity: Q2 2019 in Review

194 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q2 2019, worth a combined $599M — down 14% from $696M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BSCJ and 9 opened new positions — a net loss of 10 holders — while 95 trimmed existing stakes and 61 added.

The largest buyer was Brookstone Capital Management, adding an estimated $11.3M. The largest seller was NorthRock Partners, exiting entirely with an estimated $31.9M sold.

  • 194 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q2 2019, down from 209 in Q1 2019.
  • Funds reported $599M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q2 2019, down 14% quarter-over-quarter.
  • 9 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q2 2019 and 19 closed out, a net change of -10 holders.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q2 2019 was Brookstone Capital Management, an estimated $11.3M added.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q2 2019 was NorthRock Partners, an estimated $31.9M sold.

Based on aggregated 13F filings for Q2 2019.