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BSCK

Invesco BulletShares 2020 Corporate Bond ETF

Delisted

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

135 hedge funds and large institutions have $548M invested in Invesco BulletShares 2020 Corporate Bond ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 81 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 23

19% more capital invested

Capital invested by funds: $461M → $548M (+$86.9M)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

2% more funds holding

Funds holding: 133135 (+2)

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
3.37%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.4%
New
13
Increased
81
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$39.6M +$8.33M +388,331 +27%
VNA
2
Valley National Advisers
Pennsylvania
$38.5M +$6.41M +298,842 +20%
Morgan Stanley
3
Morgan Stanley
New York
$37.2M +$6.68M +311,299 +22%
Bank of America
4
Bank of America
North Carolina
$33.9M +$3.94M +183,566 +13%
CAI
5
Capital Advisors Inc
Oklahoma
$29.2M -$400K -18,649 -1%
MFWM
6
Motley Fool Wealth Management
Virginia
$25M +$810K +37,769 +3%
BWM
7
BerganKDV Wealth Management
Minnesota
$20.6M +$20.5M +957,562 New
EA
8
Evanston Advisors
Illinois
$19.5M +$811K +37,791 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$17.3M +$1.02M +47,520 +6%
IF
10
Ironwood Financial
Arizona
$15.5M +$538K +25,064 +4%
WA
11
WealthTrust-Arizona
Arizona
$13.1M -$304K -14,165 -2%
GAG
12
GM Advisory Group
New York
$12.6M -$41K -1,912 -0.3%
DC
13
Davenport & Co
Virginia
$11.9M +$11.6M +538,659 +3,071%
UBS Group
14
UBS Group
Switzerland
$11.1M -$3.74M -174,442 -25%
EB
15
Eastern Bank
Massachusetts
$11.1M +$504K +23,510 +5%
FFW
16
Fusion Family Wealth
New York
$9.61M +$997K +46,462 +12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.05M +$967K +45,075 +12%
AP
18
Advisors Preferred
Maryland
$8.92M +$6.28M +292,700 +239%
LPL Financial
19
LPL Financial
California
$8.87M +$279K +13,012 +3%
Ameriprise
20
Ameriprise
Minnesota
$6.63M +$1.46M +68,263 +28%
FCB
21
First Command Bank
Texas
$6.37M +$628K +29,256 +11%
FCFS
22
First Command Financial Services
Texas
$6.37M +$628K +29,256 +11%
AP
23
Atwood & Palmer
Missouri
$6.26M +$123K +5,734 +2%
FA
24
FCG Advisors
New Jersey
$6.15M +$395K +18,386 +7%
1IA
25
1834 Investment Advisors
Wisconsin
$5.71M +$13.6K +636 +0.2%

BSCK Hedge Fund Activity: Q2 2017 in Review

135 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) for Q2 2017, worth a combined $548M — up 19% from $461M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BSCK positions and 11 closed out — a net gain of 2 holders — while 81 added to existing stakes and 23 trimmed.

The largest buyer was BerganKDV Wealth Management, opening a new position worth an estimated $20.5M. The largest seller was UBS Group, cutting an estimated $3.74M.

  • 135 institutional investors held Invesco BulletShares 2020 Corporate Bond ETF (BSCK) as of Q2 2017, up from 133 in Q1 2017.
  • Funds reported $548M of Invesco BulletShares 2020 Corporate Bond ETF stock for Q2 2017, up 19% quarter-over-quarter.
  • 13 funds opened new Invesco BulletShares 2020 Corporate Bond ETF positions in Q2 2017 and 11 closed out, a net change of +2 holders.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF buyer in Q2 2017 was BerganKDV Wealth Management, an estimated $20.5M added.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF seller in Q2 2017 was UBS Group, an estimated $3.74M sold.

Based on aggregated 13F filings for Q2 2017.