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BSCL

Invesco BulletShares 2021 Corporate Bond ETF
BSCL

Delisted

BSCL was delisted on the 15th of December, 2021.

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270 hedge funds and large institutions have $1.1B invested in Invesco BulletShares 2021 Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 110 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 28 → 35 (+7)

22% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 90

2% more funds holding

Funds holding: 264 → 270 (+6)

4% more capital invested

Capital invested by funds: $1.06B → $1.1B (+$41M)

Holders
270
Holders Change
+6
Holders Change %
+2.27%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
0.77%
New
32
Increased
110
Reduced
90
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEIA
Signature Estate & Investment Advisors
California
+$36.9M
2
ACA
Aptus Capital Advisors
Alabama
+$30.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$14.9M
4
HCM
Hengehold Capital Management
Ohio
+$7.7M
5
OFG
Omega Financial Group
California
+$7.27M

Top Sellers

Rank Fund Capital Flow
1
LWA
Lenox Wealth Advisors
New York
-$27.1M
2
CIM
Confluence Investment Management
Missouri
-$9.54M
3
VNA
Valley National Advisers
Pennsylvania
-$7.96M
4
Ameriprise
Ameriprise
Minnesota
-$3.94M
5
EB
Eastern Bank
Massachusetts
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
251
Independence Bank of Kentucky
Kentucky
$13K – – –
HFA
252
HC Financial Advisors
California
$13K +$12.9K +610 New
MAM
253
Marquette Asset Management
Minnesota
$12K – – –
WTC
254
WhitTier Trust Company
Nevada
$12K – – –
MWM
255
MBE Wealth Management
Wisconsin
$12K +$12.2K +579 New
FRA
256
Front Row Advisors
California
$11K – – –
AWA
257
Arkadios Wealth Advisors
Georgia
$10.5K -$10.5K -500 -50%
BWM
258
BerganKDV Wealth Management
Minnesota
$10K – – –
VCP
259
Verus Capital Partners
Arizona
$10K +$63 +3 +0.6%
PP
260
Pacifica Partners
Canada
$8K – – –
Fidelity Investments
261
Fidelity Investments
Massachusetts
$8K +$7.86K +373 New
PA
262
Parallel Advisors
California
$7K -$70.6K -3,347 -91%
FHA
263
Flagship Harbor Advisors
Massachusetts
$7K -$21.7K -1,030 -76%
CFA
264
Carroll Financial Associates
North Carolina
$6K – – –
MIM
265
Macroview Investment Management
Maryland
$5K -$51K -2,421 -92%
CAL
266
Capital Advisors Ltd
Ohio
$5K – – –
SMFS
267
Squar Milner Financial Services
California
$4K – – –
PMFA
268
Plante Moran Financial Advisors
Michigan
$2K +$2.09K +99 New
CFO
269
CVA Family Office
Colorado
$2K +$2.11K +100 New
SIS
270
Sound Income Strategies
Florida
$1K – – –
SJIM
271
St. Johns Investment Management
Florida
$1K – – –
HAS
272
HBW Advisory Services
California
$1K +$274 +13 +0.1%
CIM
273
Confluence Investment Management
Missouri
– -$9.54M -450,094 Closed
WCAMG
274
Woodard & Company Asset Management Group
North Carolina
– -$3.44M -161,851 Closed
DFG
275
DWM Financial Group
Illinois
– -$3.09M -145,593 Closed
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BSCL Hedge Fund Activity: Q1 2020 in Review

270 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q1 2020, worth a combined $1.1B — up 3.9% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSCL positions and 23 closed out — a net gain of 9 holders — while 110 added to existing stakes and 90 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $36.9M. The largest seller was Lenox Wealth Advisors, cutting an estimated $27.1M.

  • 270 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q1 2020, up from 264 in Q4 2019.
  • Funds reported $1.1B of Invesco BulletShares 2021 Corporate Bond ETF stock for Q1 2020, up 3.9% quarter-over-quarter.
  • 32 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q1 2020 and 23 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q1 2020 was Signature Estate & Investment Advisors, an estimated $36.9M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q1 2020 was Lenox Wealth Advisors, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2020.