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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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232 hedge funds and large institutions have $982M invested in Invesco BulletShares 2020 Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 80 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

28% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 80

4% more funds holding in top 10

Funds holding in top 10: 24 → 25 (+1)

2% more funds holding

Funds holding: 228 → 232 (+4)

4% more capital invested

Capital invested by funds: $947M → $982M (+$34.7M)

Holders
232
Holders Change
+4
Holders Change %
+1.75%
% of All Funds
5.04%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.54%
New
21
Increased
102
Reduced
80
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$14M
2
VNA
Valley National Advisers
Pennsylvania
+$10.2M
3
CG
Colony Group
Massachusetts
+$7.07M
4
HB
Homrich & Berg
Georgia
+$5.86M
5
CAM
Cresset Asset Management
Illinois
+$5.46M

Top Sellers

Rank Fund Capital Flow
1
BWM
BerganKDV Wealth Management
Minnesota
-$23.3M
2
HighTower Advisors
HighTower Advisors
Illinois
-$7.71M
3
SWP
Stratos Wealth Partners
Ohio
-$4.83M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$3.1M
5
RBCM
Raub Brock Capital Management
California
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
201
Edge Wealth Management
New York
$87K +$87K +4,100 New
FA
202
Fortis Advisors
Pennsylvania
$83K +$509 +24 +0.6%
CAC
203
Certified Advisory Corp
Florida
$76K +$488 +23 +0.6%
AOWM
204
Alpha Omega Wealth Management
Virginia
$75K +$14.6K +689 +24%
FCA
205
FinTrust Capital Advisors
South Carolina
$71K – – –
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$71K +$70.8K +3,335 New
EI
207
Ellevest Inc
New York
$49K +$37.5K +1,767 +327%
William Blair & Company
208
William Blair & Company
Illinois
$43K -$127K -6,006 -75%
APA
209
American Portfolios Advisors
New York
$37.6K -$2.8K -132 -7%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$37K – – –
ST
211
Smithfield Trust
Pennsylvania
$34K – – –
SPIA
212
Steward Partners Investment Advisory
New York
$32K +$32.4K +1,525 New
WCM
213
Whitener Capital Management
North Carolina
$31K +$8.49K +400 +36%
EWM
214
Executive Wealth Management
Michigan
$30K +$127 +6 +0.4%
GFPC
215
Global Financial Private Capital
Florida
$28K -$871K -41,022 -97%
SMFS
216
Squar Milner Financial Services
California
$26K -$17.8K -839 -41%
TF
217
TimeScale Financial
Massachusetts
$26K +$26K +1,225 New
VFA
218
Valeo Financial Advisors
Indiana
$25K – – –
CFA
219
Carroll Financial Associates
North Carolina
$23K – – –
FHA
220
Flagship Harbor Advisors
Massachusetts
$23K – – –
TCM
221
Tradewinds Capital Management
Washington
$20K – – –
MAM
222
Marquette Asset Management
Minnesota
$16K – – –
BFEC
223
Benjamin F. Edwards & Company
Missouri
$15K – – –
FPFS
224
First Personal Financial Services
North Carolina
$15K – – –
IBOK
225
Independence Bank of Kentucky
Kentucky
$13K – – –
6 7 8
9
10

BSCK Hedge Fund Activity: Q2 2019 in Review

232 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) for Q2 2019, worth a combined $982M — up 3.7% from $947M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BSCK positions and 12 closed out — a net gain of 9 holders — while 102 added to existing stakes and 80 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $14M. The largest seller was BerganKDV Wealth Management, cutting an estimated $23.3M.

  • 232 institutional investors held Invesco BulletShares 2020 Corporate Bond ETF (BSCK) as of Q2 2019, up from 228 in Q1 2019.
  • Funds reported $982M of Invesco BulletShares 2020 Corporate Bond ETF stock for Q2 2019, up 3.7% quarter-over-quarter.
  • 21 funds opened new Invesco BulletShares 2020 Corporate Bond ETF positions in Q2 2019 and 12 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF buyer in Q2 2019 was Brookstone Capital Management, an estimated $14M added.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF seller in Q2 2019 was BerganKDV Wealth Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2019.