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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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201 hedge funds and large institutions have $711M invested in Invesco BulletShares 2021 Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 87 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 11

78% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 49

50% more funds holding in top 10

Funds holding in top 10: 14 → 21 (+7)

17% more funds holding

Funds holding: 172 → 201 (+29)

16% more capital invested

Capital invested by funds: $613M → $711M (+$98.4M)

Holders
201
Holders Change
+29
Holders Change %
+16.86%
% of All Funds
4.48%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.47%
New
43
Increased
87
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWA
Lenox Wealth Advisors
New York
+$25.3M
2
BCM
Brookstone Capital Management
Illinois
+$13.4M
3
Morgan Stanley
Morgan Stanley
New York
+$12.8M
4
Bank of America
Bank of America
North Carolina
+$8.94M
5
Stifel Financial
Stifel Financial
Missouri
+$5.66M

Top Sellers

Rank Fund Capital Flow
1
FCB
First Command Bank
Texas
-$8M
2
FCFS
First Command Financial Services
Texas
-$8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.84M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$2.92M
5
OMC
Old Mission Capital
Illinois
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
51
BB&T Securities
Virginia
$3.23M +$213K +10,290 +7%
NCM
52
Novare Capital Management
North Carolina
$2.9M +$895K +43,264 +45%
RBCM
53
Raub Brock Capital Management
California
$2.9M -$230K -11,100 -7%
TC
54
Trilogy Capital
California
$2.78M +$1.31M +63,538 +90%
FAG
55
Financial Advisory Group
Texas
$2.62M +$9.74K +471 +0.4%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.46M +$918K +44,381 +60%
UCFA
57
United Capital Financial Advisors
Texas
$2.42M -$144K -6,968 -6%
AIM
58
Aspen Investment Management
Michigan
$2.39M +$1.24M +60,091 +109%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$2.38M -$6.84M -331,039 -74%
FA
60
FMA Advisory
Pennsylvania
$2.29M -$91.1K -4,407 -4%
BFA
61
Beaumont Financial Advisors
Massachusetts
$2.2M +$1.54M +74,433 +237%
HighTower Advisors
62
HighTower Advisors
Illinois
$2.13M +$58.9K +2,849 +3%
EWM
63
Empirical Wealth Management
Washington
$2.11M +$201K +9,713 +11%
PWM
64
Paulson Wealth Management
Illinois
$2.06M +$2.05M +99,219 New
WDL
65
Well Done LLC
Michigan
$1.96M +$203K +9,810 +12%
CC
66
Claybrook Capital
Massachusetts
$1.96M +$1.96M +94,670 New
IA
67
IFG Advisory
Georgia
$1.94M +$76.6K +3,703 +4%
NA
68
Nottingham Advisors
New York
$1.92M -$4.51K -218 -0.2%
PWSG
69
Pacific Wealth Strategies Group
California
$1.91M +$2.17K +105 +0.1%
AG
70
Advisor Group
Arizona
$1.9M +$721K +34,867 +61%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$1.88M -$71.3K -3,450 -4%
LNC
72
Lincoln National Corp
Pennsylvania
$1.72M -$95.5K -4,617 -5%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$1.48M +$511K +24,718 +53%
PMG
74
ProVise Management Group
Florida
$1.26M -$40.6K -1,963 -3%
LFPWM
75
Leicht Financial Planning & Wealth Management
New Jersey
$1.22M – – –
1 2
3
4 5

BSCL Hedge Fund Activity: Q4 2018 in Review

201 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q4 2018, worth a combined $711M — up 16% from $613M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BSCL positions and 11 closed out — a net gain of 32 holders — while 87 added to existing stakes and 49 trimmed.

The largest buyer was Lenox Wealth Advisors, opening a new position worth an estimated $25.3M. The largest seller was First Command Bank, cutting an estimated $8M.

  • 201 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q4 2018, up from 172 in Q3 2018.
  • Funds reported $711M of Invesco BulletShares 2021 Corporate Bond ETF stock for Q4 2018, up 16% quarter-over-quarter.
  • 43 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q4 2018 and 11 closed out, a net change of +32 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q4 2018 was Lenox Wealth Advisors, an estimated $25.3M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q4 2018 was First Command Bank, an estimated $8M sold.

Based on aggregated 13F filings for Q4 2018.