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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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133 hedge funds and large institutions have $461M invested in Invesco BulletShares 2020 Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

148% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 29

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

16% more capital invested

Capital invested by funds: $398M → $461M (+$62.9M)

10% more funds holding

Funds holding: 121 → 133 (+12)

Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
3.31%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.37%
New
18
Increased
72
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VNA
Valley National Advisers
Pennsylvania
+$26.6M
2
IF
Ironwood Financial
Arizona
+$12.4M
3
Morgan Stanley
Morgan Stanley
New York
+$7.39M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.92M
5
AP
Atwood & Palmer
Missouri
+$4.48M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$14.2M
2
Wells Fargo
Wells Fargo
California
-$4.05M
3
WA
WealthTrust-Arizona
Arizona
-$4.01M
4
SEIA
Signature Estate & Investment Advisors
California
-$3.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
101
Oppenheimer & Co
New York
$257K -$19.2K -900 -7%
APP
102
Avantax Planning Partners
Iowa
$256K – – –
FANJ
103
Financial Architects (New Jersey)
New Jersey
$252K +$8.61K +404 +4%
NGA
104
Naples Global Advisors
Florida
$243K +$242K +11,365 New
NA
105
NewEdge Advisors
Louisiana
$237K +$236K +11,049 New
HIM
106
Harbour Investment Management
Washington
$226K +$225K +10,550 New
GS
107
Girard Securities
California
$219K -$60.2K -2,825 -22%
GIM
108
Goelzer Investment Management
Indiana
$218K +$5.01K +235 +2%
PFS
109
Prospera Financial Services
Texas
$216K +$216K +10,113 New
MAM
110
Marquette Asset Management
Minnesota
$207K – – –
WIC
111
Whitegate Investment Counselors
New Hampshire
$205K +$204K +9,568 New
FA
112
FMA Advisory
Pennsylvania
$202K +$202K +9,466 New
BC
113
Barnett & Company
Tennessee
$186K – – –
TC
114
Trust Company
Kansas
$182K -$3.2K -150 -2%
LNB
115
Ledyard National Bank
$107K – – –
PWM
116
Perigon Wealth Management
California
$97K -$14.2K -667 -13%
NFG
117
Next Financial Group
Texas
$90K -$63.4K -2,976 -42%
OAM
118
Oppenheimer Asset Management
New York
$87K +$87.1K +4,085 New
PA
119
Parallel Advisors
California
$76K +$10.7K +500 +17%
AC
120
Alexandria Capital
Virginia
$75K +$74.6K +3,500 New
SWA
121
Sutton Wealth Advisors
Florida
$73.1K – – –
AWMS
122
Advocacy Wealth Management Services
Georgia
$32K – – –
AA
123
Apriem Advisors
California
$21K – – –
AIP
124
Ameritas Investment Partners
Nebraska
$19K +$19.2K +900 New
FPFS
125
First Personal Financial Services
North Carolina
$15K – – –
2 3 4
5
6

BSCK Hedge Fund Activity: Q1 2017 in Review

133 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) for Q1 2017, worth a combined $461M — up 16% from $398M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BSCK positions and 5 closed out — a net gain of 13 holders — while 72 added to existing stakes and 29 trimmed.

The largest buyer was Valley National Advisers, adding an estimated $26.6M. The largest seller was Citadel Advisors, cutting an estimated $14.2M.

  • 133 institutional investors held Invesco BulletShares 2020 Corporate Bond ETF (BSCK) as of Q1 2017, up from 121 in Q4 2016.
  • Funds reported $461M of Invesco BulletShares 2020 Corporate Bond ETF stock for Q1 2017, up 16% quarter-over-quarter.
  • 18 funds opened new Invesco BulletShares 2020 Corporate Bond ETF positions in Q1 2017 and 5 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF buyer in Q1 2017 was Valley National Advisers, an estimated $26.6M added.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF seller in Q1 2017 was Citadel Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2017.