We are live on ! Find out more
BSCJ

Invesco BulletShares 2019 Corporate Bond ETF

Delisted

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

164 hedge funds and large institutions have $594M invested in Invesco BulletShares 2019 Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

46% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 41

19% more capital invested

Capital invested by funds: $499M → $594M (+$95M)

18% more funds holding

Funds holding: 139164 (+25)

Holders
164
Holders Change
+25
Holders Change %
+17.99%
% of All Funds
3.75%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.41%
New
42
Increased
60
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Capital Advantage
California
$55.5M -$20.8M -990,856 -27%
MFWM
2
Motley Fool Wealth Management
Virginia
$32.7M +$2.36M +112,304 +8%
Bank of America
3
Bank of America
North Carolina
$32.6M +$3.2M +152,483 +11%
Wells Fargo
4
Wells Fargo
California
$30.3M +$2.73M +130,208 +10%
Morgan Stanley
5
Morgan Stanley
New York
$25.2M +$2.72M +129,560 +12%
EA
6
Evanston Advisors
Illinois
$21.7M +$67.9K +3,231 +0.3%
IWMA
7
Ironwood Wealth Management (Arizona)
Arizona
$18.6M +$18.6M +887,530 New
DC
8
Davenport & Co
Virginia
$17.6M +$295K +14,038 +2%
VNA
9
Valley National Advisers
Pennsylvania
$17.1M +$680K +32,355 +4%
FCB
10
First Command Bank
Texas
$15.4M +$7.68M +365,584 +99%
FCFS
11
First Command Financial Services
Texas
$15.4M +$7.68M +365,584 +99%
IF
12
Ironwood Financial
Arizona
$13.1M +$13.1M +625,248 New
UBS Group
13
UBS Group
Switzerland
$10.9M -$279K -13,279 -3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$10.5M +$929K +44,245 +10%
SFG
15
SNS Financial Group
Minnesota
$10M +$602K +28,672 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$9.25M +$9.25M +440,517 New
AP
17
Atwood & Palmer
Missouri
$9.13M +$430K +20,460 +5%
FAG
18
Financial Advisory Group
Texas
$8.89M -$327K -15,552 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.87M +$3.74M +178,077 +73%
HCM
20
Hengehold Capital Management
Ohio
$8.58M +$740K +35,216 +9%
Stifel Financial
21
Stifel Financial
Missouri
$8.37M -$161K -7,679 -2%
PV
22
Private Vista
Illinois
$7.18M +$7.19M +342,162 New
1IA
23
1834 Investment Advisors
Wisconsin
$6.74M +$6.74M +321,057 New
Jane Street
24
Jane Street
New York
$6.63M +$4.54M +216,278 +217%
ADL
25
Asset Dedication LLC
California
$6.59M +$6.61M +314,672 New

BSCJ Hedge Fund Activity: Q2 2018 in Review

164 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) for Q2 2018, worth a combined $594M — up 19% from $499M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new BSCJ positions and 15 closed out — a net gain of 27 holders — while 60 added to existing stakes and 41 trimmed.

The largest buyer was Ironwood Financial, opening a new position worth an estimated $13.1M. The largest seller was Capital Advantage, cutting an estimated $20.8M.

  • 164 institutional investors held Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) as of Q2 2018, up from 139 in Q1 2018.
  • Funds reported $594M of Invesco BulletShares 2019 Corporate Bond ETF stock for Q2 2018, up 19% quarter-over-quarter.
  • 42 funds opened new Invesco BulletShares 2019 Corporate Bond ETF positions in Q2 2018 and 15 closed out, a net change of +27 holders.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF buyer in Q2 2018 was Ironwood Financial, an estimated $13.1M added.
  • The largest Invesco BulletShares 2019 Corporate Bond ETF seller in Q2 2018 was Capital Advantage, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2018.