Invesco BulletShares 2020 Corporate Bond ETF
BSCK
BSCK was delisted on the 15th of December, 2020.
174 hedge funds and large institutions have $633M invested in Invesco BulletShares 2020 Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 12 closing their positions.
267% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 12
68% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 41
64% more funds holding in top 10
Funds holding in top 10: 11 → 18 (+7)
30% more capital invested
Capital invested by funds: $487M → $633M (+$146M)
22% more funds holding
Funds holding: 143 → 174 (+31)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$23.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$20.2M |
| 3 |
IF
Ironwood Financial
Tucson,
Arizona
|
+$16.2M |
| 4 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$15.4M |
| 5 |
1IA
1834 Investment Advisors
Milwaukee,
Wisconsin
|
+$9.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$12.5M |
| 2 |
NQWM
Northwest Quadrant Wealth Management
Bend,
Oregon
|
-$6.78M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.62M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$2.36M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AEPG
176
American Economic Planning Group
Warren,
New Jersey
| – | -$1.11M | -52,886 | Closed |
|
|
OCM
177
Orser Capital Management
Southlake,
Texas
| – | -$910K | -43,330 | Closed |
|
|
FWM
178
Frontier Wealth Management
Kansas City,
Missouri
| – | -$642K | -30,492 | Closed |
|
|
GAG
179
GM Advisory Group
Melville,
New York
| – | -$313K | -14,866 | Closed |
|
180
Creative Planning
Overland Park,
Kansas
| – | -$224K | -10,633 | Closed |
|
|
LWA
181
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$50K | -2,361 | Closed |
|
|
VIA
182
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$14K | -666 | Closed |
|
|
NC
183
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$6K | -270 | Closed |
|
|
THWM
184
Taylor Hoffman Wealth Management
Richmond,
Virginia
| – | -$5K | -234 | Closed |
|
185
Parallax Volatility Advisers
San Francisco,
California
| – | +$21 | +1 | New |
|
186
Citigroup
New York
| – | +$63 | +3 | New |
|
BSCK Hedge Fund Activity: Q2 2018 in Review
174 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) for Q2 2018, worth a combined $633M — up 30% from $487M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new BSCK positions and 12 closed out — a net gain of 32 holders — while 69 added to existing stakes and 41 trimmed.
The largest buyer was BerganKDV Wealth Management, opening a new position worth an estimated $23.1M. The largest seller was Valley National Advisers, cutting an estimated $12.5M.
- 174 institutional investors held Invesco BulletShares 2020 Corporate Bond ETF (BSCK) as of Q2 2018, up from 143 in Q1 2018.
- Funds reported $633M of Invesco BulletShares 2020 Corporate Bond ETF stock for Q2 2018, up 30% quarter-over-quarter.
- 44 funds opened new Invesco BulletShares 2020 Corporate Bond ETF positions in Q2 2018 and 12 closed out, a net change of +32 holders.
- The largest Invesco BulletShares 2020 Corporate Bond ETF buyer in Q2 2018 was BerganKDV Wealth Management, an estimated $23.1M added.
- The largest Invesco BulletShares 2020 Corporate Bond ETF seller in Q2 2018 was Valley National Advisers, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2018.