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BSCK

Invesco BulletShares 2020 Corporate Bond ETF

Delisted

BSCK was delisted on the 15th of December, 2020.

121 hedge funds and large institutions have $398M invested in Invesco BulletShares 2020 Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

100% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 29

18% more capital invested

Capital invested by funds: $338M → $398M (+$59.5M)

16% more funds holding

Funds holding: 104121 (+17)

Holders
121
Holders Change
+17
Holders Change %
+16.35%
% of All Funds
3.02%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.3%
New
24
Increased
58
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$4.15M +$528K +24,706 +14%
SEIA
27
Signature Estate & Investment Advisors
California
$4.1M -$17.2M -806,259 -81%
RBCM
28
Raub Brock Capital Management
California
$3.42M -$24K -1,120 -0.7%
ADL
29
Asset Dedication LLC
California
$3.35M +$50.1K +2,343 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.08M +$985K +46,079 +46%
CPC
31
Cookson Peirce & Co
Pennsylvania
$3.06M +$247K +11,560 +9%
UCFA
32
United Capital Financial Advisors
Texas
$2.77M +$432K +20,195 +18%
IA
33
IFP Advisors
Florida
$2.74M +$299K +13,964 +12%
IAS
34
IMA Advisory Services
Colorado
$2.72M -$240K -11,230 -8%
RFWA
35
RPg Family Wealth Advisory
Massachusetts
$2.64M +$45.3K +2,116 +2%
IF
36
Ironwood Financial
Arizona
$2.39M +$2.02M +94,539 +524%
Jane Street
37
Jane Street
New York
$2.21M +$2.23M +104,443 New
EWM
38
Empirical Wealth Management
Washington
$2.09M +$78.8K +3,684 +4%
PV
39
Private Vista
Illinois
$1.99M -$1.15M -53,834 -37%
CMP
40
Courage Miller Partners
Virginia
$1.78M +$40.7K +1,904 +2%
VCM
41
Vigilant Capital Management
Maine
$1.76M +$24.9K +1,162 +1%
AP
42
Atwood & Palmer
Missouri
$1.6M +$708K +33,100 +78%
PMG
43
ProVise Management Group
Florida
$1.59M +$107 +5 +0%
SF
44
Synovus Financial
Georgia
$1.54M -$103K -4,799 -6%
LNC
45
Lincoln National Corp
Pennsylvania
$1.47M +$123K +5,748 +9%
FAG
46
Financial Advisory Group
Texas
$1.44M +$23.8K +1,112 +2%
FIM
47
Freedom Investment Management
Connecticut
$1.37M -$171K -8,016 -11%
AIM
48
Aspen Investment Management
Michigan
$1.35M +$1.36M +63,500 New
NC
49
NewSquare Capital
Pennsylvania
$1.31M -$70.1K -3,280 -5%
MFS
50
MSI Financial Services
Massachusetts
$1.3M +$426K +19,932 +48%

BSCK Hedge Fund Activity: Q4 2016 in Review

121 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) for Q4 2016, worth a combined $398M — up 18% from $338M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BSCK positions and 7 closed out — a net gain of 17 holders — while 58 added to existing stakes and 29 trimmed.

The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $26.5M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $17.2M.

  • 121 institutional investors held Invesco BulletShares 2020 Corporate Bond ETF (BSCK) as of Q4 2016, up from 104 in Q3 2016.
  • Funds reported $398M of Invesco BulletShares 2020 Corporate Bond ETF stock for Q4 2016, up 18% quarter-over-quarter.
  • 24 funds opened new Invesco BulletShares 2020 Corporate Bond ETF positions in Q4 2016 and 7 closed out, a net change of +17 holders.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF buyer in Q4 2016 was Capital Advisors Inc, an estimated $26.5M added.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF seller in Q4 2016 was Signature Estate & Investment Advisors, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2016.