Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
BSCJ was delisted on the 16th of December, 2019.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAG
Financial Advisory Group
Houston,
Texas
|
+$8.24M |
| 2 |
CA
Capital Advantage
Walnut Creek,
California
|
+$4.19M |
| 3 |
Neuberger Berman Group
New York
|
+$2.84M |
| 4 |
SFS
Strategic Financial Services
Utica,
New York
|
+$2.47M |
| 5 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$16.6M |
| 2 |
GAG
GM Advisory Group
Melville,
New York
|
-$12.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.71M |
| 5 |
PV
Private Vista
Chicago,
Illinois
|
-$2.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$50K | -2,349 | Closed |
|
|
NIC
177
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$45K | -2,126 | Closed |
|
|
FHA
178
First Horizon Advisors
Memphis,
Tennessee
| – | -$11K | -500 | Closed |
|
|
HCA
179
Horan Capital Advisors
Cincinnati,
Ohio
| – | -$9K | -400 | Closed |
|
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.