Invesco BulletShares 2020 Corporate Bond ETF
BSCK
BSCK was delisted on the 15th of December, 2020.
33 hedge funds and large institutions have $73M invested in Invesco BulletShares 2020 Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
15% more capital invested
Capital invested by funds: $63.5M → $73M (+$9.52M)
14% more funds holding
Funds holding: 29 → 33 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.07M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.5M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.48M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.09M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$961K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
-$330K |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$303K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$192K |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
-$71.4K |
| 5 |
CBN
Cadence Bank NA
Houston,
Texas
|
-$11.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| $96K | +$43.2K | +2,040 | +80% |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $35K | – | – | – |
|
|
AIG
28
American International Group
New York
| $34.4K | +$34.5K | +1,630 | New |
|
|
GI
29
Gradient Investments
Arden Hills,
Minnesota
| $30K | – | – | – |
|
|
VCM
30
Vigilant Capital Management
Portland,
Maine
| $26K | +$26.5K | +1,250 | New |
|
|
AA
31
Apriem Advisors
Irvine,
California
| $21K | – | – | – |
|
|
TCM
32
Tradewinds Capital Management
Bellingham,
Washington
| $15K | +$15.4K | +727 | New |
|
|
MFS
33
MSI Financial Services
Springfield,
Massachusetts
| $5K | +$5.21K | +246 | New |
|
|
FNBT
34
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$7K | -313 | Closed |
|
BSCK Hedge Fund Activity: Q3 2014 in Review
33 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) for Q3 2014, worth a combined $73M — up 15% from $63.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BSCK positions and 1 closed out — a net gain of 4 holders — while 18 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.07M. The largest seller was Bluefin Capital Management, cutting an estimated $330K.
- 33 institutional investors held Invesco BulletShares 2020 Corporate Bond ETF (BSCK) as of Q3 2014, up from 29 in Q2 2014.
- Funds reported $73M of Invesco BulletShares 2020 Corporate Bond ETF stock for Q3 2014, up 15% quarter-over-quarter.
- 5 funds opened new Invesco BulletShares 2020 Corporate Bond ETF positions in Q3 2014 and 1 closed out, a net change of +4 holders.
- The largest Invesco BulletShares 2020 Corporate Bond ETF buyer in Q3 2014 was Morgan Stanley, an estimated $2.07M added.
- The largest Invesco BulletShares 2020 Corporate Bond ETF seller in Q3 2014 was Bluefin Capital Management, an estimated $330K sold.
Based on aggregated 13F filings for Q3 2014.