We are live on ! Find out more
BSCL

Invesco BulletShares 2021 Corporate Bond ETF

Delisted

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

301 hedge funds and large institutions have $1.36B invested in Invesco BulletShares 2021 Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 89 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 10

38% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 89

12% more funds holding

Funds holding: 268301 (+33)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

4% more capital invested

Capital invested by funds: $1.3B → $1.36B (+$57.2M)

Holders
301
Holders Change
+33
Holders Change %
+12.31%
% of All Funds
5.33%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
47
Increased
123
Reduced
89
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
26
Strategic Family Wealth Counselors
New Jersey
$13.8M +$129K +6,081 +0.9%
VNA
27
Valley National Advisers
Pennsylvania
$13.6M -$3.73M -175,294 -22%
TF
28
TLWM Financial
Texas
$13.2M +$1.2M +56,466 +10%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$13M +$819K +38,494 +7%
RMDI
30
R.M. Davis Inc
Maine
$12.3M +$1.63M +76,552 +15%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$12.1M +$1.05M +49,161 +9%
1IA
32
1834 Investment Advisors
Wisconsin
$12M -$12.5M -585,902 -51%
BWM
33
BCS Wealth Management
Tennessee
$11.7M +$2.02M +94,791 +21%
SCA
34
Stonebridge Capital Advisors
Minnesota
$11.2M +$466K +21,872 +4%
Osaic Holdings
35
Osaic Holdings
Arizona
$11.2M +$200K +9,381 +2%
CG
36
Colony Group
Massachusetts
$11.2M +$661K +31,058 +6%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$10.5M -$410K -19,269 -4%
AMG
38
Advisors Management Group
Wisconsin
$10.5M +$189K +8,885 +2%
HCM
39
Hengehold Capital Management
Ohio
$10M -$61.8K -2,902 -0.6%
SPA
40
Sentinel Pension Advisors
Massachusetts
$9.73M +$713K +33,522 +8%
IWC
41
Integrated Wealth Concepts
Massachusetts
$9.69M +$366K +17,188 +4%
ECML
42
Eagle Capital Management (Louisiana)
Louisiana
$9.65M +$3.62M +170,124 +60%
CIC
43
Carnegie Investment Counsel
Ohio
$9.6M -$1.1M -51,463 -10%
IAS
44
IMA Advisory Services
Colorado
$9.46M +$2.41M +113,432 +34%
CAM
45
Cresset Asset Management
Illinois
$9.37M -$1.83M -85,980 -16%
MWM
46
Marietta Wealth Management
Georgia
$9.11M +$491K +23,061 +6%
OFG
47
Omega Financial Group
California
$7.95M +$439K +20,617 +6%
TC
48
Trilogy Capital
California
$7.91M -$610K -28,670 -7%
VA
49
Valmark Advisers
Ohio
$7.9M +$671K +31,537 +9%
BFA
50
Beaumont Financial Advisors
Massachusetts
$7.9M -$3.7M -173,649 -32%

BSCL Hedge Fund Activity: Q4 2020 in Review

301 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q4 2020, worth a combined $1.36B — up 4.4% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BSCL positions and 10 closed out — a net gain of 37 holders — while 123 added to existing stakes and 89 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $28.6M. The largest seller was 1834 Investment Advisors, cutting an estimated $12.5M.

  • 301 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q4 2020, up from 268 in Q3 2020.
  • Funds reported $1.36B of Invesco BulletShares 2021 Corporate Bond ETF stock for Q4 2020, up 4.4% quarter-over-quarter.
  • 47 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q4 2020 and 10 closed out, a net change of +37 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $28.6M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q4 2020 was 1834 Investment Advisors, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2020.