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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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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: 165 → 143 (-22)

21% less capital invested

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

42% less funds holding in top 10

Funds holding in top 10: 19 → 11 (-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
–

Top Buyers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
+$2.71M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.46M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.28M
4
EA
Evanston Advisors
Illinois
+$2.17M
5
EB
Eastern Bank
Massachusetts
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
BWM
BerganKDV Wealth Management
Minnesota
-$22.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$19.3M
3
IF
Ironwood Financial
Arizona
-$16M
4
GAG
GM Advisory Group
New York
-$12.1M
5
FFW
Fusion Family Wealth
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
101
GM Advisory Group
New York
$313K -$12.1M -573,878 -97%
HCM
102
Hengehold Capital Management
Ohio
$313K +$23K +1,089 +8%
SEIA
103
Signature Estate & Investment Advisors
California
$297K -$2.26K -107 -0.8%
HCM
104
Harvest Capital Management
New Hampshire
$288K -$31.2K -1,475 -10%
B
105
Bridgeworth
Alabama
$284K +$285K +13,472 New
HSA
106
HBK Sorce Advisory
Pennsylvania
$276K – – –
CHA
107
Carmichael Hill & Associates
Maryland
$275K +$25.1K +1,187 +10%
VV
108
Verity & Verity
South Carolina
$269K -$16.4K -775 -6%
AF
109
Advisornet Financial
Minnesota
$257K +$23.9K +1,131 +10%
APP
110
Avantax Planning Partners
Iowa
$252K – – –
AC
111
Alexandria Capital
Virginia
$251K +$252K +11,912 New
Wolverine Trading
112
Wolverine Trading
Illinois
$245K +$246K +11,625 New
NA
113
NewEdge Advisors
Louisiana
$235K +$148 +7 +0.1%
Creative Planning
114
Creative Planning
Kansas
$224K -$51.9K -2,457 -19%
CCM
115
Colorado Capital Management
Colorado
$219K +$220K +10,416 New
Neuberger Berman Group
116
Neuberger Berman Group
New York
$216K +$217K +10,255 New
CFA
117
Cahill Financial Advisors
Minnesota
$209K +$209K +9,906 New
BC
118
Barnett & Company
Tennessee
$204K – – –
MCM
119
Monument Capital Management
Virginia
$180K +$20.8K +984 +13%
OIA
120
Optimum Investment Advisors
Illinois
$175K +$175K +8,300 New
CCA
121
Catalyst Capital Advisors
New York
$164K +$52.8K +2,500 +47%
PA
122
Parallel Advisors
California
$116K +$5.28K +250 +5%
MA
123
MUFG Americas
New York
$105K -$18.9K -893 -15%
LNB
124
Ledyard National Bank
$105K – – –
CT
125
CPF Texas
Texas
$100K +$100K +4,743 New
3 4
5
6 7

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.