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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
AIM
76
Anchor Investment Management
South Carolina
$3.84M +$231K +10,848 +6%
MA
77
Montag & Associates
Georgia
$3.34M +$3.35M +157,528 New
DFG
78
DWM Financial Group
Illinois
$3.33M -$1.21K -57 -0%
FC
79
Ferris Capital
Massachusetts
$3.13M -$12.9K -604 -0.4%
PAM
80
PFM Asset Management
Pennsylvania
$3.11M -$87.1K -4,092 -3%
AIFAIM
81
American Institute for Advanced Investment Management
Arizona
$3.1M +$112K +5,280 +4%
AIM
82
Aspen Investment Management
Michigan
$3.06M +$212K +9,950 +7%
RS
83
Retirement Solution
Washington
$3.05M +$3.06M +143,673 New
P
84
Paradiem
Louisiana
$3.03M +$3.05M +143,308 New
RW
85
RVW Wealth
California
$3M -$308K -14,477 -9%
HWA
86
Heartwood Wealth Advisors
Virginia
$2.96M +$100K +4,711 +3%
OIM
87
Oder Investment Management
California
$2.96M +$2.97M +139,478 New
FWM
88
Frontier Wealth Management
Missouri
$2.93M -$52.2K -2,454 -2%
FAG
89
Financial Advisory Group
Texas
$2.82M -$34.1K -1,600 -1%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$2.81M +$670K +31,477 +31%
MIAN
91
Mariner Independent Advisor Network
Kansas
$2.77M +$479K +22,494 +21%
FA
92
FMA Advisory
Pennsylvania
$2.76M -$40.7K -1,911 -1%
SIC
93
SFE Investment Counsel
California
$2.73M +$394K +18,512 +17%
EC
94
Estate Counselors
Wisconsin
$2.61M +$210K +9,885 +9%
Baird Financial Group
95
Baird Financial Group
Wisconsin
$2.5M +$129K +6,043 +5%
SRC
96
Shufro Rose & Co
New York
$2.48M -$5.64K -265 -0.2%
PMG
97
ProVise Management Group
Florida
$2.47M -$136K -6,399 -5%
SPC
98
Sigma Planning Corp
Michigan
$2.46M +$244K +11,487 +11%
BAM
99
Bruderman Asset Management
New York
$2.46M +$415K +19,476 +20%
HB
100
Homrich & Berg
Georgia
$2.41M +$24.2K +1,139 +1%

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.