We are live on ! Find out more
BSCJ

Invesco BulletShares 2019 Corporate Bond ETF
BSCJ

Delisted

BSCJ was delisted on the 16th of December, 2019.

Back to rankings

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
209
Holders Change
+8
Holders Change %
+3.98%
% of All Funds
4.52%
Holding in Top 10
15
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-40%
% of All Funds
0.32%
New
31
Increased
85
Reduced
70
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
+$23.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.9M
3
BCM
Brookstone Capital Management
Illinois
+$8.98M
4
SFWC
Strategic Family Wealth Counselors
New Jersey
+$8.46M
5
HPC
HM Payson & Co
Maine
+$7.33M

Top Sellers

Rank Fund Capital Flow
1
IWMA
Ironwood Wealth Management (Arizona)
Arizona
-$19.5M
2
Bank of America
Bank of America
North Carolina
-$8.2M
3
Wells Fargo
Wells Fargo
California
-$6.7M
4
DP
Denver PWM
Colorado
-$6.46M
5
1IA
1834 Investment Advisors
Wisconsin
-$6.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
176
Capital Advisors Ltd
Ohio
$81K +$211 +10 +0.3%
CIAS
177
Capital Investment Advisory Services
North Carolina
$77K – – –
AIP
178
Ameritas Investment Partners
Nebraska
$61K -$21.5K -1,020 -26%
SBL
179
Sargent Bickham Lagudis
Colorado
$61K – – –
BC
180
Barnett & Company
Tennessee
$50K -$170K -8,075 -77%
TA
181
TCG Advisors
Texas
$47K +$46.7K +2,218 New
MAM
182
Marquette Asset Management
Minnesota
$42K +$42.4K +2,010 New
FCA
183
FinTrust Capital Advisors
South Carolina
$41K – – –
AOWM
184
Alpha Omega Wealth Management
Virginia
$40K +$40K +1,900 New
IAS
185
IMA Advisory Services
Colorado
$39K -$5.24M -248,673 -99%
CFA
186
Carroll Financial Associates
North Carolina
$37K +$12.2K +577 +48%
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.9K – – –
FPFS
188
First Personal Financial Services
North Carolina
$36K – – –
SMFS
189
Squar Milner Financial Services
California
$36K – – –
GCA
190
Genesee Capital Advisors
New York
$32K +$211 +10 +0.7%
BWM
191
BerganKDV Wealth Management
Minnesota
$29K – – –
MA
192
MCF Advisors
Kentucky
$28K -$5.75K -273 -17%
TCM
193
Tradewinds Capital Management
Washington
$27K -$118K -5,585 -82%
VFA
194
Valeo Financial Advisors
Indiana
$25K – – –
CAM
195
Cresset Asset Management
Illinois
$24K +$23.6M +1,120,425 New
Fidelity Investments
196
Fidelity Investments
Massachusetts
$21K +$21K +998 New
PCTC
197
Perkins Coie Trust Company
Washington
$18K +$18.2K +865 New
EK
198
Evensky & Katz
Florida
$17K +$17.8K +847 New
Citigroup
199
Citigroup
New York
$16K +$1.58K +75 +11%
FGAM
200
Financial Gravity Asset Management
Texas
$13K +$13.3K +631 New
6 7
8
9 10

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.