We are live on ! Find out more
BSCL

Invesco BulletShares 2021 Corporate Bond ETF
BSCL

Delisted

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

Back to rankings

226 hedge funds and large institutions have $871M invested in Invesco BulletShares 2021 Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 126 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 30

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

23% more capital invested

Capital invested by funds: $711M → $871M (+$160M)

12% more funds holding

Funds holding: 201 → 226 (+25)

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
226
Holders Change
+25
Holders Change %
+12.44%
% of All Funds
4.89%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.41%
New
44
Increased
126
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
+$21.4M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$17.7M
3
Wells Fargo
Wells Fargo
California
+$14.2M
4
BCM
Brookstone Capital Management
Illinois
+$12.8M
5
SFG
SNS Financial Group
Minnesota
+$9.03M

Top Sellers

Rank Fund Capital Flow
1
PV
Private Vista
Illinois
-$21.4M
2
CWM
CMH Wealth Management
New Hampshire
-$6.18M
3
CIM
Confluence Investment Management
Missouri
-$3.77M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.14M
5
CC
Claybrook Capital
Massachusetts
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
PV
26
Private Vista
Illinois
$8.6M -$21.4M -1,026,451 -72%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$7.88M +$7.82M +374,521 New
RJA
28
Raymond James & Associates
Florida
$7.83M +$3.44M +164,647 +79%
ADL
29
Asset Dedication LLC
California
$7.23M -$14K -671 -0.2%
Stifel Financial
30
Stifel Financial
Missouri
$7.12M -$126K -6,044 -2%
SFWC
31
Strategic Family Wealth Counselors
New Jersey
$6.86M +$2.98M +142,513 +78%
SGAM
32
Steinberg Global Asset Management
Florida
$6.8M +$275K +13,183 +4%
CPC
33
Cookson Peirce & Co
Pennsylvania
$6.77M +$377K +18,033 +6%
SCA
34
Stonebridge Capital Advisors
Minnesota
$6.42M +$6.38M +305,430 New
FA
35
FCG Advisors
New Jersey
$6.4M +$135K +6,441 +2%
VNA
36
Valley National Advisers
Pennsylvania
$6.2M +$374K +17,908 +6%
BFA
37
Beaumont Financial Advisors
Massachusetts
$6.11M +$3.86M +184,804 +175%
IAS
38
IMA Advisory Services
Colorado
$6.01M +$1.01M +48,502 +20%
FC
39
FCA Corp
Texas
$5.67M +$1.21M +57,849 +27%
MWM
40
Marietta Wealth Management
Georgia
$5.62M +$1.27M +60,642 +29%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$5.52M +$857K +40,994 +19%
MCP
42
Mirador Capital Partners
California
$5.48M +$1.88M +89,826 +53%
IWC
43
Integrated Wealth Concepts
Massachusetts
$5.24M +$1.37M +65,521 +36%
AMG
44
Advisors Management Group
Wisconsin
$5.18M +$1.16M +55,752 +29%
RMDI
45
R.M. Davis Inc
Maine
$5.09M +$1.54M +73,833 +44%
AP
46
Advisors Preferred
Maryland
$5.05M +$1.38M +65,950 +38%
CFS
47
Ceros Financial Services
Maryland
$5.05M +$5.02M +240,150 New
VA
48
Valmark Advisers
Ohio
$4.77M +$507K +24,254 +12%
CIC
49
Carnegie Investment Counsel
Ohio
$4.66M +$128K +6,103 +3%
AP
50
Atwood & Palmer
Missouri
$4.37M +$161K +7,725 +4%
1
2
3 4 5

BSCL Hedge Fund Activity: Q1 2019 in Review

226 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q1 2019, worth a combined $871M — up 23% from $711M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BSCL positions and 15 closed out — a net gain of 29 holders — while 126 added to existing stakes and 30 trimmed.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $21.4M. The largest seller was Private Vista, cutting an estimated $21.4M.

  • 226 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q1 2019, up from 201 in Q4 2018.
  • Funds reported $871M of Invesco BulletShares 2021 Corporate Bond ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 44 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q1 2019 and 15 closed out, a net change of +29 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q1 2019 was Cresset Asset Management, an estimated $21.4M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q1 2019 was Private Vista, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2019.