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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
AEPG
51
American Economic Planning Group
New Jersey
$1.1M +$26K +1,242 +2%
FFIC
52
First Fiduciary Investment Counsel
Ohio
$917K +$38.2K +1,828 +4%
SPC
53
Sigma Planning Corp
Michigan
$872K +$61.2K +2,926 +8%
AWM
54
Aevitas Wealth Management
Massachusetts
$828K +$831K +39,747 New
PCP
55
Proficio Capital Partners
Massachusetts
$812K – – –
ACP
56
Ashfield Capital Partners
California
$808K +$138K +6,600 +20%
HIIFS
57
Harel Insurance Investments & Financial Services
Israel
$749K +$752K +35,988 New
FIM
58
Freedom Investment Management
Connecticut
$704K -$94.5K -4,518 -12%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$695K -$2.06M -98,714 -75%
SCP
60
Seizert Capital Partners
Michigan
$664K +$667K +31,893 New
GRP
61
Global Retirement Partners
California
$648K +$5.14K +246 +0.8%
WI
62
Wintrust Investments
Illinois
$648K +$282K +13,500 +77%
RIS
63
Retirement Income Solutions
Michigan
$639K – – –
KWM
64
Kingsview Wealth Management
Oregon
$610K -$78.5K -3,755 -11%
OCM
65
Orser Capital Management
Texas
$596K -$226K -10,800 -27%
PNC
66
Park National Corp
Ohio
$590K -$30.7K -1,467 -5%
PAG
67
Private Advisor Group
New Jersey
$588K +$127K +6,097 +28%
DADC
68
D.A. Davidson & Co
Montana
$585K +$66.9K +3,201 +13%
NPP
69
New Potomac Partners
Maryland
$585K +$109K +5,210 +23%
CFMC
70
Curbstone Financial Management Corp
New Hampshire
$577K +$282K +13,475 +95%
WP
71
WealthSource Partners
California
$553K -$87.8K -4,200 -14%
MWM
72
Marietta Wealth Management
Georgia
$521K +$524K +25,043 New
3AM
73
3D Asset Management
Connecticut
$487K +$40.4K +1,933 +9%
BA
74
Ballew Advisors
Mississippi
$473K +$15.9K +761 +3%
NIC
75
Northwest Investment Counselors
Oregon
$467K +$469K +22,437 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.