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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
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$315K -$34.9K -1,625 -10%
CA
102
Corrado Advisors
New Jersey
$303K +$302K +14,090 New
HSA
103
HBK Sorce Advisory
Pennsylvania
$282K – – –
APP
104
Avantax Planning Partners
Iowa
$257K – – –
FANJ
105
Financial Architects (New Jersey)
New Jersey
$253K – – –
NA
106
NewEdge Advisors
Louisiana
$238K +$794 +37 +0.3%
HIM
107
Harbour Investment Management
Washington
$236K +$9.66K +450 +4%
GIM
108
Goelzer Investment Management
Indiana
$234K +$14.9K +695 +7%
WIC
109
Whitegate Investment Counselors
New Hampshire
$224K +$18.7K +871 +9%
ECML
110
Eagle Capital Management (Louisiana)
Louisiana
$220K +$220K +10,250 New
PFS
111
Prospera Financial Services
Texas
$217K – – –
HCM
112
Hengehold Capital Management
Ohio
$215K +$214K +9,996 New
NGA
113
Naples Global Advisors
Florida
$210K -$34.3K -1,600 -14%
MAM
114
Marquette Asset Management
Minnesota
$208K – – –
BC
115
Barnett & Company
Tennessee
$187K – – –
LNB
116
Ledyard National Bank
$107K – – –
PWM
117
Perigon Wealth Management
California
$100K +$2.15K +100 +2%
AC
118
Alexandria Capital
Virginia
$95K +$20K +934 +27%
NFG
119
Next Financial Group
Texas
$90K +$279 +13 +0.3%
OAM
120
Oppenheimer Asset Management
New York
$90K +$2.25K +105 +3%
PA
121
Parallel Advisors
California
$76K – – –
SWA
122
Sutton Wealth Advisors
Florida
$73.4K – – –
AWMS
123
Advocacy Wealth Management Services
Georgia
$32K – – –
NIC
124
Northwest Investment Counselors
Oregon
$32K +$32K +1,492 New
TC
125
Trust Company
Kansas
$20K -$163K -7,589 -89%
2 3 4
5
6

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.