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BSCL

Invesco BulletShares 2021 Corporate Bond ETF

Delisted

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

270 hedge funds and large institutions have $1.1B invested in Invesco BulletShares 2021 Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 110 increasing their positions, 90 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

25% more funds holding in top 10

Funds holding in top 10: 2835 (+7)

22% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 90

2% more funds holding

Funds holding: 264270 (+6)

4% more capital invested

Capital invested by funds: $1.06B → $1.1B (+$41M)

Holders
270
Holders Change
+6
Holders Change %
+2.27%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
0.77%
New
32
Increased
110
Reduced
90
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
101
Sargent Bickham Lagudis
Colorado
$1.68M
SPC
102
Sigma Planning Corp
Michigan
$1.61M +$200K +9,490 +14%
KIG
103
Kessler Investment Group
Indiana
$1.56M -$47.3K -2,243 -3%
LWA
104
Lenox Wealth Advisors
New York
$1.5M -$27.1M -1,285,728 -95%
BAM
105
Bruderman Asset Management
New York
$1.49M +$534K +25,352 +55%
NF
106
Nikulski Financial
Iowa
$1.49M -$77.5K -3,677 -5%
LCM
107
Leisure Capital Management
California
$1.47M -$33.8K -1,604 -2%
GRP
108
Global Retirement Partners
California
$1.43M +$264K +12,524 +23%
WP
109
WealthSource Partners
California
$1.42M -$868K -41,173 -38%
FAM
110
Flaharty Asset Management
Florida
$1.4M
PPW
111
Pasadena Private Wealth
California
$1.4M +$1.39M +65,924 New
DADC
112
D.A. Davidson & Co
Montana
$1.34M +$192K +9,129 +17%
AC
113
Apella Capital
Connecticut
$1.33M +$1.34M +63,525 New
BMM
114
Buffington Mohr McNeal
Idaho
$1.3M -$87.8K -4,167 -6%
RA
115
RFG Advisory
Alabama
$1.15M +$214K +10,140 +23%
LNC
116
Lincoln National Corp
Pennsylvania
$1.13M -$1.22M -58,096 -52%
RIS
117
Retirement Income Solutions
Michigan
$1.07M
AF
118
Advisornet Financial
Minnesota
$1.06M -$140K -6,623 -12%
CL
119
Cabana LLC
Arkansas
$1.03M -$86.9K -4,123 -8%
SF
120
Synovus Financial
Georgia
$994K -$2.83M -134,346 -74%
MA
121
MONECO Advisors
Connecticut
$984K +$5.19K +246 +0.5%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$939K +$64.2K +3,047 +7%
FFIC
123
First Fiduciary Investment Counsel
Ohio
$917K +$13.5K +640 +1%
AMC
124
Asset Management Corp
Illinois
$913K +$5.54K +263 +0.6%
NPP
125
New Potomac Partners
Maryland
$902K -$9.7K -460 -1%

BSCL Hedge Fund Activity: Q1 2020 in Review

270 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q1 2020, worth a combined $1.1B — up 3.9% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSCL positions and 23 closed out — a net gain of 9 holders — while 110 added to existing stakes and 90 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $36.9M. The largest seller was Lenox Wealth Advisors, cutting an estimated $27.1M.

  • 270 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q1 2020, up from 264 in Q4 2019.
  • Funds reported $1.1B of Invesco BulletShares 2021 Corporate Bond ETF stock for Q1 2020, up 3.9% quarter-over-quarter.
  • 32 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q1 2020 and 23 closed out, a net change of +9 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q1 2020 was Signature Estate & Investment Advisors, an estimated $36.9M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q1 2020 was Lenox Wealth Advisors, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2020.