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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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176 hedge funds and large institutions have $717M invested in Invesco BulletShares 2020 Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 40

13% more capital invested

Capital invested by funds: $633M → $717M (+$83.5M)

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

1% more funds holding

Funds holding: 174 → 176 (+2)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
4.02%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
23
Increased
91
Reduced
40
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$11.6M
2
SRC
Shufro Rose & Co
New York
+$11.1M
3
Morgan Stanley
Morgan Stanley
New York
+$6.86M
4
Bank of America
Bank of America
North Carolina
+$5.81M
5
BCM
Brookstone Capital Management
Illinois
+$5.53M

Top Sellers

Rank Fund Capital Flow
1
RFWA
RPg Family Wealth Advisory
Massachusetts
-$2.37M
2
WA
WealthTrust-Arizona
Arizona
-$2.21M
3
CIC
Carnegie Investment Counsel
Ohio
-$1.46M
4
CAI
Capital Advisors Inc
Oklahoma
-$1.46M
5
GI
Gradient Investments
Minnesota
-$839K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
51
Aspen Investment Management
Michigan
$2.63M +$150K +7,140 +6%
RMDI
52
R.M. Davis Inc
Maine
$2.6M +$531K +25,183 +26%
ECML
53
Eagle Capital Management (Louisiana)
Louisiana
$2.57M +$50K +2,375 +2%
CCM
54
Cribstone Capital Management
Maine
$2.42M +$8.57K +407 +0.4%
SWP
55
Stratos Wealth Partners
Ohio
$2.35M +$2.35M +111,309 New
UCFA
56
United Capital Financial Advisors
Texas
$2.34M +$108K +5,145 +5%
MWM
57
Marietta Wealth Management
Georgia
$2.3M +$1.17M +55,564 +104%
LPT
58
Legacy Private Trust
Wisconsin
$2.08M +$486K +23,065 +30%
VAS
59
Valicenti Advisory Services
New York
$2.08M +$2.08M +98,790 New
EWM
60
Empirical Wealth Management
Washington
$2.08M +$283K +13,447 +16%
FAG
61
Financial Advisory Group
Texas
$2.02M +$69.1K +3,282 +4%
PAG
62
Private Advisor Group
New Jersey
$2.01M +$1.39M +65,908 +223%
PWSG
63
Pacific Wealth Strategies Group
California
$2.01M +$26.9K +1,276 +1%
MIH
64
Madison Investment Holdings
Wisconsin
$1.97M +$21.7K +1,029 +1%
FFIC
65
First Fiduciary Investment Counsel
Ohio
$1.95M -$22.1K -1,050 -1%
CMP
66
Courage Miller Partners
Virginia
$1.94M -$5.9K -280 -0.3%
IWC
67
Integrated Wealth Concepts
Massachusetts
$1.93M +$194K +9,187 +11%
LNC
68
Lincoln National Corp
Pennsylvania
$1.92M +$18.7K +889 +1%
SWM
69
Sequoia Wealth Management
Illinois
$1.86M +$369K +17,518 +25%
CC
70
Courier Capital
New York
$1.8M +$120K +5,700 +7%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.71M +$166K +7,897 +11%
PMG
72
ProVise Management Group
Florida
$1.67M +$159K +7,562 +11%
WDL
73
Well Done LLC
Michigan
$1.59M +$125K +5,930 +9%
IA
74
IFP Advisors
Florida
$1.51M -$94.2K -4,471 -6%
TC
75
Trilogy Capital
California
$1.4M +$1.25M +59,115 +819%
1 2
3
4 5

BSCK Hedge Fund Activity: Q3 2018 in Review

176 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) for Q3 2018, worth a combined $717M — up 13% from $633M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSCK positions and 21 closed out — a net gain of 2 holders — while 91 added to existing stakes and 40 trimmed.

The largest buyer was Leicht Financial Planning & Wealth Management, adding an estimated $11.6M. The largest seller was RPg Family Wealth Advisory, cutting an estimated $2.37M.

  • 176 institutional investors held Invesco BulletShares 2020 Corporate Bond ETF (BSCK) as of Q3 2018, up from 174 in Q2 2018.
  • Funds reported $717M of Invesco BulletShares 2020 Corporate Bond ETF stock for Q3 2018, up 13% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2020 Corporate Bond ETF positions in Q3 2018 and 21 closed out, a net change of +2 holders.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF buyer in Q3 2018 was Leicht Financial Planning & Wealth Management, an estimated $11.6M added.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF seller in Q3 2018 was RPg Family Wealth Advisory, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2018.