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BSCK

Invesco BulletShares 2020 Corporate Bond ETF
BSCK

Delisted

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

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135 hedge funds and large institutions have $548M invested in Invesco BulletShares 2020 Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 81 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 23

19% more capital invested

Capital invested by funds: $461M → $548M (+$86.9M)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

2% more funds holding

Funds holding: 133 → 135 (+2)

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
3.37%
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
81
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWM
BerganKDV Wealth Management
Minnesota
+$20.5M
2
DC
Davenport & Co
Virginia
+$11.6M
3
Wells Fargo
Wells Fargo
California
+$8.33M
4
Morgan Stanley
Morgan Stanley
New York
+$6.68M
5
VNA
Valley National Advisers
Pennsylvania
+$6.41M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.74M
2
SG Americas Securities
SG Americas Securities
New York
-$2.94M
3
SBL
Sargent Bickham Lagudis
Colorado
-$1.49M
4
Wolverine Trading
Wolverine Trading
Illinois
-$1.38M
5
LYV
Live Your Vision
Pennsylvania
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
26
Northwest Quadrant Wealth Management
Oregon
$5.58M +$620K +28,914 +13%
CIM
27
Confluence Investment Management
Missouri
$5.39M +$173K +8,078 +3%
LW
28
Linscomb Wealth
Texas
$5.12M -$51.9K -2,420 -1%
CIC
29
Carnegie Investment Counsel
Ohio
$4.97M +$146K +6,791 +3%
ADL
30
Asset Dedication LLC
California
$4.92M +$516K +24,066 +12%
PV
31
Private Vista
Illinois
$4.57M +$485K +22,584 +12%
IAS
32
IMA Advisory Services
Colorado
$4.48M +$43.7K +2,035 +1%
FC
33
FCA Corp
Texas
$4.06M +$3.54M +164,784 +685%
CPC
34
Cookson Peirce & Co
Pennsylvania
$4.02M +$393K +18,335 +11%
MCP
35
Mirador Capital Partners
California
$3.69M +$513K +23,911 +16%
UCFA
36
United Capital Financial Advisors
Texas
$3.28M -$52.7K -2,456 -2%
RBCM
37
Raub Brock Capital Management
California
$3.25M -$54.6K -2,545 -2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$3.13M +$83K +3,869 +3%
BTS
39
BB&T Securities
Virginia
$2.98M +$561K +26,161 +23%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.62M +$1.92M +89,425 +275%
GI
41
Gradient Investments
Minnesota
$2.58M +$933K +43,505 +57%
LNC
42
Lincoln National Corp
Pennsylvania
$2.49M +$381K +17,750 +18%
RFWA
43
RPg Family Wealth Advisory
Massachusetts
$2.42M -$30.7K -1,433 -1%
VCM
44
Vigilant Capital Management
Maine
$2.21M +$90.2K +4,205 +4%
CMP
45
Courage Miller Partners
Virginia
$2.13M +$74K +3,449 +4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.08M +$1.24M +57,688 +148%
AMG
47
Advisors Management Group
Wisconsin
$2.07M +$2.06M +96,238 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$1.94M +$423K +19,703 +28%
MIH
49
Madison Investment Holdings
Wisconsin
$1.93M +$606K +28,247 +46%
RJA
50
Raymond James & Associates
Florida
$1.93M +$452K +21,057 +31%
1
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BSCK Hedge Fund Activity: Q2 2017 in Review

135 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) for Q2 2017, worth a combined $548M — up 19% from $461M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSCK positions and 11 closed out — a net gain of 2 holders — while 81 added to existing stakes and 23 trimmed.

The largest buyer was BerganKDV Wealth Management, opening a new position worth an estimated $20.5M. The largest seller was UBS Group, cutting an estimated $3.74M.

  • 135 institutional investors held Invesco BulletShares 2020 Corporate Bond ETF (BSCK) as of Q2 2017, up from 133 in Q1 2017.
  • Funds reported $548M of Invesco BulletShares 2020 Corporate Bond ETF stock for Q2 2017, up 19% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2020 Corporate Bond ETF positions in Q2 2017 and 11 closed out, a net change of +2 holders.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF buyer in Q2 2017 was BerganKDV Wealth Management, an estimated $20.5M added.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $3.74M sold.

Based on aggregated 13F filings for Q2 2017.