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BSCL

Invesco BulletShares 2021 Corporate Bond ETF

Delisted

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

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: 1421 (+7)

17% more funds holding

Funds holding: 172201 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FC
76
Ferris Capital
Massachusetts
$1.21M +$924K +44,705 +331%
MIAN
77
Mariner Independent Advisor Network
Kansas
$1.21M +$625K +30,205 +108%
FAM
78
Flaharty Asset Management
Florida
$1.18M +$300K +14,505 +34%
MML Investors Services
79
MML Investors Services
Massachusetts
$1.08M +$107K +5,195 +11%
LCM
80
Leisure Capital Management
California
$1.03M +$62.2K +3,008 +6%
AIM
81
Anchor Investment Management
South Carolina
$1.03M +$118K +5,707 +13%
SPC
82
Sigma Planning Corp
Michigan
$1.03M +$23.4K +1,132 +2%
CA
83
Cetera Advisors
Colorado
$991K -$42.7K -2,064 -4%
RIS
84
Retirement Income Solutions
Michigan
$946K +$64.9K +3,138 +7%
SRC
85
Shufro Rose & Co
New York
$945K +$941K +45,530 New
CCG
86
Cypress Capital Group
Florida
$939K +$152K +7,338 +19%
FFIC
87
First Fiduciary Investment Counsel
Ohio
$929K +$29.6K +1,430 +3%
SIC
88
SFE Investment Counsel
California
$913K
IWM
89
IHT Wealth Management
Illinois
$898K +$895K +43,272 New
BFA
90
Benedict Financial Advisors
Georgia
$883K +$199K +9,619 +29%
SBL
91
Sargent Bickham Lagudis
Colorado
$856K +$54.8K +2,648 +7%
LW
92
Linscomb Wealth
Texas
$839K +$124 +6 +0%
CWM
93
Cabot Wealth Management
Massachusetts
$825K +$822K +39,746 New
TW
94
TrinityPoint Wealth
Connecticut
$811K +$809K +39,105 New
ACP
95
Ashfield Capital Partners
California
$800K -$33.1K -1,600 -4%
AEPG
96
American Economic Planning Group
New Jersey
$765K +$762K +36,877 New
AWM
97
Aevitas Wealth Management
Massachusetts
$730K -$161K -7,786 -18%
WWM
98
Western Wealth Management
Colorado
$723K +$720K +34,825 New
QCM
99
Quest Capital Management
Texas
$717K +$714K +34,544 New
CAN
100
Cetera Advisor Networks
California
$700K +$377K +18,234 +118%

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.