We are live on ! Find out more
BSCK

Invesco BulletShares 2020 Corporate Bond ETF

Delisted

BSCK was delisted on the 15th of December, 2020.

252 hedge funds and large institutions have $916M invested in Invesco BulletShares 2020 Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

2% less funds holding

Funds holding: 257252 (-5)

11% less capital invested

Capital invested by funds: $1.03B → $916M (-$112M)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

44% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 118

Holders
252
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
5.55%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.57%
New
33
Increased
66
Reduced
118
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
176
HHM Wealth Advisors
Tennessee
$303K -$48.3K -2,280 -14%
PA
177
PFG Advisors
Arizona
$298K -$136K -6,445 -31%
SI
178
Stephens Inc
Arkansas
$298K +$10.9K +517 +4%
WWM
179
Western Wealth Management
Colorado
$297K -$399K -18,849 -57%
AWM
180
AE Wealth Management
Kansas
$293K -$98.2K -4,638 -25%
OIA
181
Optimum Investment Advisors
Illinois
$288K -$10.6K -500 -4%
EP
182
Eudaimonia Partners
Tennessee
$283K +$285K +13,466 New
BCFS
183
Butensky & Cohen Financial Security
Florida
$279K +$11.4K +539 +4%
TF
184
Trek Financial
Arizona
$274K +$276K +13,065 New
NRI
185
NFP Retirement Inc
California
$261K -$10.6K -499 -4%
SW
186
SlateStone Wealth
Florida
$257K -$25.3K -1,196 -9%
GWM
187
Greenwich Wealth Management
Connecticut
$257K +$259K +12,226 New
AAS
188
Avantax Advisory Services
Texas
$254K -$42.7K -2,019 -14%
FAIM
189
Financial Advocates Investment Management
Washington
$253K +$255K +12,027 New
APP
190
Avantax Planning Partners
Iowa
$252K
FMWA
191
Forvis Mazars Wealth Advisors
Missouri
$252K
KP
192
Keel Point
Alabama
$251K -$78.2K -3,694 -24%
EWA
193
EP Wealth Advisors
California
$247K -$32.1K -1,515 -11%
CWM
194
Cabot Wealth Management
Massachusetts
$244K -$64.4K -3,044 -21%
PIA
195
Perennial Investment Advisors
California
$233K
KFI
196
Key Financial Inc
Pennsylvania
$230K +$4.72K +223 +2%
MPW
197
Monterey Private Wealth
California
$228K +$230K +10,847 New
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$215K +$30.2K +1,429 +16%
SWP
199
Summit Wealth Partners
Florida
$204K +$169 +8 +0.1%
WAM
200
Wealthspire Advisors (Maryland)
Maryland
$200K -$41.8K -1,974 -17%

BSCK Hedge Fund Activity: Q1 2020 in Review

252 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) for Q1 2020, worth a combined $916M — down 11% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BSCK and 33 opened new positions — a net loss of 1 holder — while 118 trimmed existing stakes and 66 added.

The largest buyer was Aptus Capital Advisors, adding an estimated $61.2M. The largest seller was Reliant Wealth Planning, exiting entirely with an estimated $41.2M sold.

  • 252 institutional investors held Invesco BulletShares 2020 Corporate Bond ETF (BSCK) as of Q1 2020, down from 257 in Q4 2019.
  • Funds reported $916M of Invesco BulletShares 2020 Corporate Bond ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 33 funds opened new Invesco BulletShares 2020 Corporate Bond ETF positions in Q1 2020 and 34 closed out, a net change of -1 holder.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF buyer in Q1 2020 was Aptus Capital Advisors, an estimated $61.2M added.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF seller in Q1 2020 was Reliant Wealth Planning, an estimated $41.2M sold.

Based on aggregated 13F filings for Q1 2020.