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BSCK

Invesco BulletShares 2020 Corporate Bond ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 1118 (+7)

30% more capital invested

Capital invested by funds: $487M → $633M (+$146M)

22% more funds holding

Funds holding: 143174 (+31)

Holders
174
Holders Change
+31
Holders Change %
+21.68%
% of All Funds
3.98%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.41%
New
44
Increased
69
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.8M +$8.37M +397,887 +23%
Bank of America
2
Bank of America
North Carolina
$40M +$6.2M +294,495 +18%
MFWM
3
Motley Fool Wealth Management
Virginia
$32.7M +$2.35M +111,746 +8%
Wells Fargo
4
Wells Fargo
California
$32.2M -$3.62M -171,832 -10%
CAI
5
Capital Advisors Inc
Oklahoma
$29.4M -$836K -39,726 -3%
BWM
6
BerganKDV Wealth Management
Minnesota
$23.2M +$23.1M +1,100,329 New
EA
7
Evanston Advisors
Illinois
$21.5M +$53.4K +2,539 +0.2%
HighTower Advisors
8
HighTower Advisors
Illinois
$20.2M +$20.2M +958,283 New
DC
9
Davenport & Co
Virginia
$18.9M +$532K +25,303 +3%
FCB
10
First Command Bank
Texas
$17.7M +$9.37M +445,348 +113%
FCFS
11
First Command Financial Services
Texas
$17.7M +$9.37M +445,348 +113%
IF
12
Ironwood Financial
Arizona
$16.2M +$16.2M +770,857 New
FFW
13
Fusion Family Wealth
New York
$15.4M +$15.4M +731,573 New
EB
14
Eastern Bank
Massachusetts
$15M +$495K +23,508 +3%
UBS Group
15
UBS Group
Switzerland
$14.5M +$4.16M +197,591 +40%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$12.1M +$693K +32,918 +6%
WA
17
WealthTrust-Arizona
Arizona
$10.4M -$297K -14,110 -3%
SFG
18
SNS Financial Group
Minnesota
$10.2M +$1.1M +52,108 +12%
1IA
19
1834 Investment Advisors
Wisconsin
$9.53M +$9.52M +452,370 New
LPL Financial
20
LPL Financial
California
$8.1M +$264K +12,533 +3%
AP
21
Atwood & Palmer
Missouri
$7.92M +$800K +38,035 +11%
Ameriprise
22
Ameriprise
Minnesota
$7.86M +$224K +10,668 +3%
RJA
23
Raymond James & Associates
Florida
$7.7M +$4.52M +214,904 +143%
FA
24
FCG Advisors
New Jersey
$7.39M +$463K +22,030 +7%
ADL
25
Asset Dedication LLC
California
$7.24M +$7.25M +344,504 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.