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BSCK

Invesco BulletShares 2020 Corporate Bond ETF

Delisted

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

143 hedge funds and large institutions have $487M invested in Invesco BulletShares 2020 Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 39 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 39

13% less funds holding

Funds holding: 165143 (-22)

21% less capital invested

Capital invested by funds: $615M → $487M (-$127M)

42% less funds holding in top 10

Funds holding in top 10: 1911 (-8)

55% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 40

Holders
143
Holders Change
-22
Holders Change %
-13.33%
% of All Funds
3.28%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.25%
New
18
Increased
72
Reduced
39
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Benedict Financial Advisors
Georgia
$822K +$232K +10,996 +39%
MML Investors Services
77
MML Investors Services
Massachusetts
$816K +$399K +18,874 +95%
PTCG
78
Pring Turner Capital Group
California
$777K +$780K +36,895 New
AIM
79
Anchor Investment Management
South Carolina
$777K +$375K +17,750 +93%
HA
80
Harborview Advisors
Maine
$754K +$4.78K +226 +0.6%
FA
81
FMA Advisory
Pennsylvania
$724K +$951 +45 +0.1%
FIM
82
Freedom Investment Management
Connecticut
$705K -$99K -4,685 -12%
GEA
83
Glen Eagle Advisors
New Jersey
$696K -$16.7K -790 -2%
GRP
84
Global Retirement Partners
California
$664K +$5.16K +244 +0.8%
FWM
85
Frontier Wealth Management
Missouri
$642K +$185K +8,748 +40%
RIS
86
Retirement Income Solutions
Michigan
$598K
CTA
87
Chesley Taft & Associates
Illinois
$586K +$55K +2,600 +10%
MWM
88
Marietta Wealth Management
Georgia
$548K +$550K +26,022 New
DSN
89
D. Scott Neal
Kentucky
$537K
CBN
90
Cadence Bank NA
Texas
$507K -$24.6K -1,166 -5%
BA
91
Ballew Advisors
Mississippi
$487K +$15.5K +734 +3%
DADC
92
D.A. Davidson & Co
Montana
$464K +$11.8K +556 +3%
WAM
93
Wealthspire Advisors (Maryland)
Maryland
$447K -$18.7K -883 -4%
NPP
94
New Potomac Partners
Maryland
$440K +$181K +8,585 +70%
CA
95
Corrado Advisors
New Jersey
$419K +$114K +5,415 +37%
AG
96
Advisor Group
Arizona
$387K +$18.2K +862 +5%
BSW
97
Buckingham Strategic Wealth
Missouri
$355K +$356K +16,838 New
CPO
98
Cerity Partners OCIO
New York
$344K +$45K +2,129 +15%
LFPWM
99
Leicht Financial Planning & Wealth Management
New Jersey
$328K -$3.11K -147 -0.9%
WIC
100
Whitegate Investment Counselors
New Hampshire
$319K +$28.3K +1,339 +10%

BSCK Hedge Fund Activity: Q1 2018 in Review

143 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) for Q1 2018, worth a combined $487M — down 21% from $615M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BSCK and 18 opened new positions — a net loss of 22 holders — while 39 trimmed existing stakes and 72 added.

The largest buyer was Motley Fool Wealth Management, adding an estimated $2.71M. The largest seller was BerganKDV Wealth Management, exiting entirely with an estimated $22.1M sold.

  • 143 institutional investors held Invesco BulletShares 2020 Corporate Bond ETF (BSCK) as of Q1 2018, down from 165 in Q4 2017.
  • Funds reported $487M of Invesco BulletShares 2020 Corporate Bond ETF stock for Q1 2018, down 21% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2020 Corporate Bond ETF positions in Q1 2018 and 40 closed out, a net change of -22 holders.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF buyer in Q1 2018 was Motley Fool Wealth Management, an estimated $2.71M added.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF seller in Q1 2018 was BerganKDV Wealth Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2018.