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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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114 hedge funds and large institutions have $379M invested in Invesco BulletShares 2021 Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

164% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 22

150% more funds holding in top 10

Funds holding in top 10: 4 → 10 (+6)

21% more capital invested

Capital invested by funds: $312M → $379M (+$67M)

12% more funds holding

Funds holding: 102 → 114 (+12)

Holders
114
Holders Change
+12
Holders Change %
+11.76%
% of All Funds
2.84%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.25%
New
20
Increased
58
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EA
Evanston Advisors
Illinois
+$15.3M
2
VNA
Valley National Advisers
Pennsylvania
+$7.92M
3
PV
Private Vista
Illinois
+$6.32M
4
Bank of America
Bank of America
North Carolina
+$5.37M
5
IAA
Independent Advisor Alliance
North Carolina
+$4.8M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.77M
2
NC
NewSquare Capital
Pennsylvania
-$3.86M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.32M
4
IA
IFP Advisors
Florida
-$1.23M
5
AWMS
Advocacy Wealth Management Services
Georgia
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$386K +$70K +3,320 +22%
GS
77
Girard Securities
California
$359K -$65.3K -3,100 -15%
LPT
78
Legacy Private Trust
Wisconsin
$340K -$6.85K -325 -2%
FAM
79
Flaharty Asset Management
Florida
$329K +$328K +15,550 New
BRWA
80
B. Riley Wealth Advisors
Florida
$299K +$89.4K +4,244 +43%
DC
81
Davenport & Co
Virginia
$298K – – –
CTA
82
Chesley Taft & Associates
Illinois
$296K +$63.2K +3,000 +27%
GI
83
Gradient Investments
Minnesota
$285K +$3.01K +143 +1%
VV
84
Verity & Verity
South Carolina
$278K -$46.4K -2,200 -14%
KSA
85
Ken Stern & Associates
California
$278K +$276K +13,077 New
BFA
86
Benedict Financial Advisors
Georgia
$277K +$47.8K +2,269 +21%
CPA
87
Capital Planning Advisors
California
$276K +$275K +13,057 New
CFMC
88
Curbstone Financial Management Corp
New Hampshire
$264K -$4.85K -230 -2%
3AM
89
3D Asset Management
Connecticut
$263K +$262K +12,418 New
JMPWA
90
JP Morgan Private Wealth Advisors
California
$257K – – –
VKH
91
Virtu KCG Holdings
New York
$252K +$251K +11,895 New
FWM
92
Frontier Wealth Management
Missouri
$245K – – –
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$240K – – –
NA
94
NewEdge Advisors
Louisiana
$202K +$199K +9,445 New
OAM
95
Oppenheimer Asset Management
New York
$169K +$168K +7,991 New
FANJ
96
Financial Architects (New Jersey)
New Jersey
$143K +$5.48K +260 +4%
NFG
97
Next Financial Group
Texas
$104K +$17.6K +837 +21%
PWM
98
Perigon Wealth Management
California
$97K -$14.2K -672 -13%
SHJ
99
Sharkey, Howes & Javer
Colorado
$91K – – –
TC
100
Trust Company
Kansas
$84K – – –
1 2 3
4
5

BSCL Hedge Fund Activity: Q1 2017 in Review

114 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q1 2017, worth a combined $379M — up 21% from $312M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSCL positions and 7 closed out — a net gain of 13 holders — while 58 added to existing stakes and 22 trimmed.

The largest buyer was Evanston Advisors, adding an estimated $15.3M. The largest seller was Wells Fargo, cutting an estimated $4.77M.

  • 114 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q1 2017, up from 102 in Q4 2016.
  • Funds reported $379M of Invesco BulletShares 2021 Corporate Bond ETF stock for Q1 2017, up 21% quarter-over-quarter.
  • 20 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q1 2017 and 7 closed out, a net change of +13 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q1 2017 was Evanston Advisors, an estimated $15.3M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q1 2017 was Wells Fargo, an estimated $4.77M sold.

Based on aggregated 13F filings for Q1 2017.