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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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121 hedge funds and large institutions have $395M invested in Invesco BulletShares 2021 Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 27

16% less funds holding

Funds holding: 144 → 121 (-23)

16% less capital invested

Capital invested by funds: $472M → $395M (-$76.9M)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

55% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 42

Holders
121
Holders Change
-23
Holders Change %
-15.97%
% of All Funds
2.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.21%
New
19
Increased
63
Reduced
27
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
CMH Wealth Management
New Hampshire
+$6.23M
2
MFWM
Motley Fool Wealth Management
Virginia
+$2.73M
3
EA
Evanston Advisors
Illinois
+$2.36M
4
EB
Eastern Bank
Massachusetts
+$2.23M
5
SF
Synovus Financial
Georgia
+$1.71M

Top Sellers

1
PV
Private Vista
Illinois
-$32.3M
2
VNA
Valley National Advisers
Pennsylvania
-$14.9M
3
IF
Ironwood Financial
Arizona
-$7.2M
4
1IA
1834 Investment Advisors
Wisconsin
-$5.66M
5
ADL
Asset Dedication LLC
California
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
26
Courage Miller Partners
Virginia
$3.46M +$1.22M +58,301 +54%
PTCG
27
Pring Turner Capital Group
California
$3.22M +$393K +18,775 +14%
RBCM
28
Raub Brock Capital Management
California
$3.1M +$109K +5,220 +4%
BTS
29
BB&T Securities
Virginia
$2.89M -$916K -43,826 -24%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.87M +$1.66M +79,481 +136%
RJA
31
Raymond James & Associates
Florida
$2.7M +$996K +47,632 +58%
RFWA
32
RPg Family Wealth Advisory
Massachusetts
$2.69M -$18.3K -874 -0.7%
UCFA
33
United Capital Financial Advisors
Texas
$2.58M -$364K -17,420 -12%
FAG
34
Financial Advisory Group
Texas
$2.4M +$172K +8,242 +8%
IWC
35
Integrated Wealth Concepts
Massachusetts
$2.1M +$848K +40,545 +67%
AMG
36
Advisors Management Group
Wisconsin
$2.02M +$336K +16,060 +20%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.96M +$277K +13,252 +16%
VCM
38
Vigilant Capital Management
Maine
$1.95M -$1.64M -78,626 -46%
PWSG
39
Pacific Wealth Strategies Group
California
$1.82M +$254K +12,169 +16%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$1.81M +$15.5K +743 +0.9%
RMDI
41
R.M. Davis Inc
Maine
$1.72M +$515K +24,608 +42%
IA
42
IFP Advisors
Florida
$1.44M – – –
SBL
43
Sargent Bickham Lagudis
Colorado
$1.38M -$14.7K -702 -1%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.23M +$382K +18,257 +45%
KFA
45
Kabarec Financial Advisors
Illinois
$1.22M +$1.23M +58,745 New
IA
46
IFG Advisory
Georgia
$1.21M +$208K +9,927 +22%
PMG
47
ProVise Management Group
Florida
$1.2M +$180K +8,621 +18%
Stifel Financial
48
Stifel Financial
Missouri
$1.17M +$7.07K +338 +0.6%
FAM
49
Flaharty Asset Management
Florida
$1.14M -$314K -15,000 -22%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.12M +$1.12M +53,612 New
1
2
3 4 5

BSCL Hedge Fund Activity: Q1 2018 in Review

121 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q1 2018, worth a combined $395M — down 16% from $472M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of BSCL and 19 opened new positions — a net loss of 23 holders — while 27 trimmed existing stakes and 63 added.

The largest buyer was CMH Wealth Management, adding an estimated $6.23M. The largest seller was Private Vista, exiting entirely with an estimated $32.3M sold.

  • 121 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q1 2018, down from 144 in Q4 2017.
  • Funds reported $395M of Invesco BulletShares 2021 Corporate Bond ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q1 2018 and 42 closed out, a net change of -23 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q1 2018 was CMH Wealth Management, an estimated $6.23M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q1 2018 was Private Vista, an estimated $32.3M sold.

Based on aggregated 13F filings for Q1 2018.