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BSCK

Invesco BulletShares 2020 Corporate Bond ETF

Delisted

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

165 hedge funds and large institutions have $615M invested in Invesco BulletShares 2020 Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

129% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 35

18% more funds holding

Funds holding: 140165 (+25)

5% more capital invested

Capital invested by funds: $586M → $615M (+$28.7M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
165
Holders Change
+25
Holders Change %
+17.86%
% of All Funds
3.74%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
38
Increased
80
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$38.7M -$5.25M -245,094 -12%
Morgan Stanley
2
Morgan Stanley
New York
$38M +$1.66M +77,604 +5%
Bank of America
3
Bank of America
North Carolina
$33.1M +$1.24M +57,743 +4%
CAI
4
Capital Advisors Inc
Oklahoma
$30.8M +$840K +39,239 +3%
MFWM
5
Motley Fool Wealth Management
Virginia
$27.9M +$1.98M +92,319 +8%
VNA
6
Valley National Advisers
Pennsylvania
$27.8M -$14.3M -666,053 -34%
BWM
7
BerganKDV Wealth Management
Minnesota
$22.1M +$1.83M +85,552 +9%
EA
8
Evanston Advisors
Illinois
$19.5M -$43.1K -2,013 -0.2%
HighTower Advisors
9
HighTower Advisors
Illinois
$19.3M +$448K +20,947 +2%
DC
10
Davenport & Co
Virginia
$16.6M +$1.68M +78,699 +11%
IF
11
Ironwood Financial
Arizona
$16M +$392K +18,302 +2%
SFG
12
SNS Financial Group
Minnesota
$14M +$6.56M +306,648 +88%
EB
13
Eastern Bank
Massachusetts
$12.6M +$978K +45,676 +8%
GAG
14
GM Advisory Group
New York
$12.5M +$9.48K +443 +0.1%
WA
15
WealthTrust-Arizona
Arizona
$11.8M -$1.14M -53,352 -9%
FFW
16
Fusion Family Wealth
New York
$11.7M +$1.27M +59,397 +12%
AP
17
Advisors Preferred
Maryland
$11M +$1.58M +73,960 +17%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$10.8M +$819K +38,256 +8%
UBS Group
19
UBS Group
Switzerland
$9.66M +$273K +12,763 +3%
LPL Financial
20
LPL Financial
California
$8.61M -$438K -20,461 -5%
Ameriprise
21
Ameriprise
Minnesota
$7.81M +$361K +16,884 +5%
FCB
22
First Command Bank
Texas
$7.66M +$950K +44,403 +14%
FCFS
23
First Command Financial Services
Texas
$7.66M +$950K +44,403 +14%
AP
24
Atwood & Palmer
Missouri
$7M +$771K +36,009 +12%
FA
25
FCG Advisors
New Jersey
$6.75M +$412K +19,258 +6%

BSCK Hedge Fund Activity: Q4 2017 in Review

165 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) for Q4 2017, worth a combined $615M — up 4.9% from $586M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BSCK positions and 13 closed out — a net gain of 25 holders — while 80 added to existing stakes and 35 trimmed.

The largest buyer was SNS Financial Group, adding an estimated $6.56M. The largest seller was Valley National Advisers, cutting an estimated $14.3M.

  • 165 institutional investors held Invesco BulletShares 2020 Corporate Bond ETF (BSCK) as of Q4 2017, up from 140 in Q3 2017.
  • Funds reported $615M of Invesco BulletShares 2020 Corporate Bond ETF stock for Q4 2017, up 4.9% quarter-over-quarter.
  • 38 funds opened new Invesco BulletShares 2020 Corporate Bond ETF positions in Q4 2017 and 13 closed out, a net change of +25 holders.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF buyer in Q4 2017 was SNS Financial Group, an estimated $6.56M added.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF seller in Q4 2017 was Valley National Advisers, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2017.