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BSCJ

Invesco BulletShares 2019 Corporate Bond ETF

Delisted

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

138 hedge funds and large institutions have $547M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 73 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 36

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $501M → $547M (+$46M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more funds holding

Funds holding: 135138 (+3)

Holders
138
Holders Change
+3
Holders Change %
+2.22%
% of All Funds
3.44%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.4%
New
13
Increased
73
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Capital Advantage
California
$49.2M +$1.95M +91,839 +4%
VNA
2
Valley National Advisers
Pennsylvania
$41.9M +$6.67M +314,260 +19%
Bank of America
3
Bank of America
North Carolina
$32.5M +$3.33M +156,830 +11%
Wells Fargo
4
Wells Fargo
California
$31.7M -$4.88M -229,782 -13%
Morgan Stanley
5
Morgan Stanley
New York
$29.2M +$2.59M +122,158 +10%
MFWM
6
Motley Fool Wealth Management
Virginia
$24.9M +$806K +37,961 +3%
EA
7
Evanston Advisors
Illinois
$19.5M +$876K +41,236 +5%
IF
8
Ironwood Financial
Arizona
$14.7M +$281K +13,215 +2%
DC
9
Davenport & Co
Virginia
$14.4M +$8.37M +393,996 +140%
UBS Group
10
UBS Group
Switzerland
$12.1M -$4.91M -231,485 -29%
GAG
11
GM Advisory Group
New York
$12.1M +$29.6K +1,394 +0.2%
EB
12
Eastern Bank
Massachusetts
$11.1M +$498K +23,447 +5%
FAG
13
Financial Advisory Group
Texas
$9.87M -$266K -12,520 -3%
PV
14
Private Vista
Illinois
$8.7M +$19.3K +910 +0.2%
AP
15
Atwood & Palmer
Missouri
$8.15M +$86.7K +4,084 +1%
Stifel Financial
16
Stifel Financial
Missouri
$7.92M -$60.6K -2,855 -0.8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$7.23M +$1.13M +53,445 +19%
AP
18
Advisors Preferred
Maryland
$7.14M +$4.51M +212,450 +172%
SFG
19
SNS Financial Group
Minnesota
$6.86M +$683K +32,156 +11%
CWM
20
CMH Wealth Management
New Hampshire
$6.09M +$3.25M +153,220 +116%
FA
21
FCG Advisors
New Jersey
$5.93M -$7.54K -355 -0.1%
AMG
22
Advisors Management Group
Wisconsin
$5.83M +$5.83M +274,432 New
FCB
23
First Command Bank
Texas
$5.79M +$1.12M +52,692 +24%
FCFS
24
First Command Financial Services
Texas
$5.79M +$1.12M +52,692 +24%
CIM
25
Confluence Investment Management
Missouri
$5.36M +$177K +8,321 +3%

BSCJ Hedge Fund Activity: Q2 2017 in Review

138 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q2 2017, worth a combined $547M — up 9.2% from $501M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSCJ positions and 10 closed out — a net gain of 3 holders — while 73 added to existing stakes and 36 trimmed.

The largest buyer was Davenport & Co, adding an estimated $8.37M. The largest seller was UBS Group, cutting an estimated $4.91M.

  • 138 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q2 2017, up from 135 in Q1 2017.
  • Funds reported $547M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q2 2017, up 9.2% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q2 2017 and 10 closed out, a net change of +3 holders.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q2 2017 was Davenport & Co, an estimated $8.37M added.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $4.91M sold.

Based on aggregated 13F filings for Q2 2017.