Invesco BulletShares 2020 Corporate Bond ETF
BSCK
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$2.71M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.46M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.28M |
| 4 |
EA
Evanston Advisors
Schaumburg,
Illinois
|
+$2.17M |
| 5 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
-$22.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$19.3M |
| 3 |
IF
Ironwood Financial
Tucson,
Arizona
|
-$16M |
| 4 |
GAG
GM Advisory Group
Melville,
New York
|
-$12.1M |
| 5 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
-$11.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAC
176
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$51K | -2,429 | Closed |
|
|
AIP
177
Ameritas Investment Partners
Lincoln,
Nebraska
| – | -$8K | -1,700 | Closed |
|
|
SWP
178
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$30K | -1,432 | Closed |
|
|
CA
179
Calton & Associates
Tampa,
Florida
| – | -$16K | -790 | Closed |
|
180
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$12K | -548 | Closed |
|
181
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -232 | Closed |
|
|
LYV
182
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$2.98K | -141 | Closed |
|
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.