Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
BSCJ was delisted on the 16th of December, 2019.
139 hedge funds and large institutions have $499M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 38 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 39
12% less capital invested
Capital invested by funds: $568M → $499M (-$68.7M)
16% less funds holding
Funds holding: 166 → 139 (-27)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
68% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Capital Advantage
Walnut Creek,
California
|
+$18.8M |
| 2 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$7.36M |
| 3 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$2.71M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.18M |
| 5 |
EA
Evanston Advisors
Schaumburg,
Illinois
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IF
Ironwood Financial
Tucson,
Arizona
|
-$14.9M |
| 2 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$11.2M |
| 3 |
EB
Eastern Bank
Boston,
Massachusetts
|
-$11.2M |
| 4 |
PV
Private Vista
Chicago,
Illinois
|
-$6.25M |
| 5 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$5.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -235 | Closed |
|
BSCJ Hedge Fund Activity: Q1 2018 in Review
139 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q1 2018, worth a combined $499M — down 12% from $568M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of BSCJ and 12 opened new positions — a net loss of 26 holders — while 39 trimmed existing stakes and 64 added.
The largest buyer was Capital Advantage, adding an estimated $18.8M. The largest seller was Ironwood Financial, exiting entirely with an estimated $14.9M sold.
- 139 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q1 2018, down from 166 in Q4 2017.
- Funds reported $499M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q1 2018, down 12% quarter-over-quarter.
- 12 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q1 2018 and 38 closed out, a net change of -26 holders.
- The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q1 2018 was Capital Advantage, an estimated $18.8M added.
- The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q1 2018 was Ironwood Financial, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2018.