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BSCK

Invesco BulletShares 2020 Corporate Bond ETF

Delisted

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

176 hedge funds and large institutions have $717M invested in Invesco BulletShares 2020 Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 40

13% more capital invested

Capital invested by funds: $633M → $717M (+$83.5M)

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

1% more funds holding

Funds holding: 174176 (+2)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
4.02%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.46%
New
23
Increased
91
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.7M +$6.86M +325,682 +15%
Bank of America
2
Bank of America
North Carolina
$45.9M +$5.81M +275,996 +15%
Wells Fargo
3
Wells Fargo
California
$37.7M +$5.43M +257,711 +17%
MFWM
4
Motley Fool Wealth Management
Virginia
$34.1M +$1.44M +68,394 +4%
CAI
5
Capital Advisors Inc
Oklahoma
$27.9M -$1.46M -69,279 -5%
HighTower Advisors
6
HighTower Advisors
Illinois
$25.6M +$5.37M +255,035 +27%
BWM
7
BerganKDV Wealth Management
Minnesota
$23.9M +$689K +32,683 +3%
EA
8
Evanston Advisors
Illinois
$21.8M +$276K +13,104 +1%
FCB
9
First Command Bank
Texas
$18.5M +$811K +38,508 +5%
FCFS
10
First Command Financial Services
Texas
$18.5M +$811K +38,508 +5%
DC
11
Davenport & Co
Virginia
$18.4M -$583K -27,696 -3%
FFW
12
Fusion Family Wealth
New York
$18.1M +$2.63M +124,873 +17%
IF
13
Ironwood Financial
Arizona
$16.4M +$111K +5,266 +0.7%
EB
14
Eastern Bank
Massachusetts
$15.2M +$214K +10,149 +1%
UBS Group
15
UBS Group
Switzerland
$15.2M +$712K +33,789 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$12.1M -$56.4K -2,678 -0.5%
LFPWM
17
Leicht Financial Planning & Wealth Management
New Jersey
$11.9M +$11.6M +549,845 +3,542%
SFG
18
SNS Financial Group
Minnesota
$11.2M +$991K +47,036 +10%
SRC
19
Shufro Rose & Co
New York
$11.1M +$11.1M +527,511 New
1IA
20
1834 Investment Advisors
Wisconsin
$10.4M +$866K +41,104 +9%
RJA
21
Raymond James & Associates
Florida
$9.29M +$1.59M +75,436 +21%
LPL Financial
22
LPL Financial
California
$8.65M +$544K +25,842 +7%
WA
23
WealthTrust-Arizona
Arizona
$8.2M -$2.21M -104,800 -21%
Ameriprise
24
Ameriprise
Minnesota
$8.2M +$281K +13,328 +4%
VNA
25
Valley National Advisers
Pennsylvania
$8.16M +$1.35M +64,262 +20%

BSCK Hedge Fund Activity: Q3 2018 in Review

176 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) for Q3 2018, worth a combined $717M — up 13% from $633M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BSCK positions and 21 closed out — a net gain of 2 holders — while 91 added to existing stakes and 40 trimmed.

The largest buyer was Leicht Financial Planning & Wealth Management, adding an estimated $11.6M. The largest seller was RPg Family Wealth Advisory, cutting an estimated $2.37M.

  • 176 institutional investors held Invesco BulletShares 2020 Corporate Bond ETF (BSCK) as of Q3 2018, up from 174 in Q2 2018.
  • Funds reported $717M of Invesco BulletShares 2020 Corporate Bond ETF stock for Q3 2018, up 13% quarter-over-quarter.
  • 23 funds opened new Invesco BulletShares 2020 Corporate Bond ETF positions in Q3 2018 and 21 closed out, a net change of +2 holders.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF buyer in Q3 2018 was Leicht Financial Planning & Wealth Management, an estimated $11.6M added.
  • The largest Invesco BulletShares 2020 Corporate Bond ETF seller in Q3 2018 was RPg Family Wealth Advisory, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2018.