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BSCJ

Invesco BulletShares 2019 Corporate Bond ETF

Delisted

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

135 hedge funds and large institutions have $501M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

200% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 25

34% more capital invested

Capital invested by funds: $372M → $501M (+$128M)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

11% more funds holding

Funds holding: 122135 (+13)

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
3.36%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
20
Increased
75
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Capital Advantage
California
$47.2M +$45.1M +2,127,845 +2,285%
Wells Fargo
2
Wells Fargo
California
$36.6M +$3.46M +162,999 +10%
VNA
3
Valley National Advisers
Pennsylvania
$35.2M +$27.9M +1,314,716 +385%
Bank of America
4
Bank of America
North Carolina
$29.1M +$4.8M +226,548 +20%
Morgan Stanley
5
Morgan Stanley
New York
$26.6M +$2.77M +130,601 +12%
MFWM
6
Motley Fool Wealth Management
Virginia
$24M -$81.4K -3,838 -0.3%
EA
7
Evanston Advisors
Illinois
$18.6M +$2.76M +130,368 +17%
UBS Group
8
UBS Group
Switzerland
$17M +$4.02M +189,641 +31%
IF
9
Ironwood Financial
Arizona
$14.4M +$3.27M +154,052 +29%
GAG
10
GM Advisory Group
New York
$12M +$91.6K +4,323 +0.8%
EB
11
Eastern Bank
Massachusetts
$10.6M +$897K +42,315 +9%
FAG
12
Financial Advisory Group
Texas
$10.1M -$134K -6,315 -1%
PV
13
Private Vista
Illinois
$8.67M +$7.65M +360,985 +762%
AP
14
Atwood & Palmer
Missouri
$8.05M +$3.21M +151,546 +67%
Stifel Financial
15
Stifel Financial
Missouri
$7.98M +$2.3M +108,320 +41%
SFG
16
SNS Financial Group
Minnesota
$6.17M +$6.16M +290,506 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.08M +$298K +14,077 +5%
DC
18
Davenport & Co
Virginia
$5.94M -$21.2K -1,000 -0.4%
FA
19
FCG Advisors
New Jersey
$5.93M +$386K +18,230 +7%
FFW
20
Fusion Family Wealth
New York
$5.57M -$770K -36,345 -12%
CIM
21
Confluence Investment Management
Missouri
$5.18M +$356K +16,778 +7%
FCB
22
First Command Bank
Texas
$4.67M +$1.6M +75,544 +52%
FCFS
23
First Command Financial Services
Texas
$4.67M +$1.6M +75,544 +52%
GI
24
Gradient Investments
Minnesota
$4.61M +$24.5K +1,154 +0.5%
CIC
25
Carnegie Investment Counsel
Ohio
$4.52M -$859K -40,521 -16%

BSCJ Hedge Fund Activity: Q1 2017 in Review

135 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q1 2017, worth a combined $501M — up 34% from $372M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCJ positions and 5 closed out — a net gain of 15 holders — while 75 added to existing stakes and 25 trimmed.

The largest buyer was Capital Advantage, adding an estimated $45.1M. The largest seller was HighTower Advisors, cutting an estimated $3.54M.

  • 135 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q1 2017, up from 122 in Q4 2016.
  • Funds reported $501M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q1 2017, up 34% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q1 2017 and 5 closed out, a net change of +15 holders.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q1 2017 was Capital Advantage, an estimated $45.1M added.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q1 2017 was HighTower Advisors, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2017.