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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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121 hedge funds and large institutions have $395M invested in Invesco BulletShares 2021 Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 27

16% less funds holding

Funds holding: 144 → 121 (-23)

16% less capital invested

Capital invested by funds: $472M → $395M (-$76.9M)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

55% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 42

Holders
121
Holders Change
-23
Holders Change %
-15.97%
% of All Funds
2.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.21%
New
19
Increased
63
Reduced
27
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
CMH Wealth Management
New Hampshire
+$6.23M
2
MFWM
Motley Fool Wealth Management
Virginia
+$2.73M
3
EA
Evanston Advisors
Illinois
+$2.36M
4
EB
Eastern Bank
Massachusetts
+$2.23M
5
SF
Synovus Financial
Georgia
+$1.71M

Top Sellers

1
PV
Private Vista
Illinois
-$32.3M
2
VNA
Valley National Advisers
Pennsylvania
-$14.9M
3
IF
Ironwood Financial
Arizona
-$7.2M
4
1IA
1834 Investment Advisors
Wisconsin
-$5.66M
5
ADL
Asset Dedication LLC
California
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
126
Asset Dedication LLC
California
– -$5.25M -249,096 Closed
CIC
127
Carnegie Investment Counsel
Ohio
– -$4.11M -196,100 Closed
IAS
128
IMA Advisory Services
Colorado
– -$4.03M -190,662 Closed
LNC
129
Lincoln National Corp
Pennsylvania
– -$3.16M -149,572 Closed
HighTower Advisors
130
HighTower Advisors
Illinois
– -$2.6M -123,522 Closed
MCP
131
Mirador Capital Partners
California
– -$2.59M -122,377 Closed
PSF
132
Pacific Sun Financial
California
– -$2.59M -122,377 Closed
FA
133
FMA Advisory
Pennsylvania
– -$2.44M -115,605 Closed
NA
134
Nottingham Advisors
New York
– -$2.12M -100,166 Closed
FFW
135
Fusion Family Wealth
New York
– -$1.96M -92,816 Closed
AP
136
Atwood & Palmer
Missouri
– -$1.7M -80,400 Closed
EWM
137
Empirical Wealth Management
Washington
– -$1.54M -72,901 Closed
Citadel Advisors
138
Citadel Advisors
Florida
– -$1.17M -55,570 Closed
AI
139
Atria Investments
North Carolina
– -$1.16M -54,801 Closed
MIH
140
Madison Investment Holdings
Wisconsin
– -$1.02M -48,488 Closed
LW
141
Linscomb Wealth
Texas
– -$968K -45,795 Closed
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
– -$859K -40,675 Closed
DP
143
Denver PWM
Colorado
– -$744K -35,742 Closed
AIM
144
Aspen Investment Management
Michigan
– -$579K -27,423 Closed
SIC
145
SFE Investment Counsel
California
– -$507K -24,000 Closed
CA
146
Cetera Advisors
Colorado
– -$471K -22,329 Closed
HCM
147
Hengehold Capital Management
Ohio
– -$273K -12,908 Closed
JMPWA
148
JP Morgan Private Wealth Advisors
California
– -$256K -12,131 Closed
FANJ
149
Financial Architects (New Jersey)
New Jersey
– -$197K -9,339 Closed
PWM
150
Paulson Wealth Management
Illinois
– -$194K -9,191 Closed
3 4 5
6
7

BSCL Hedge Fund Activity: Q1 2018 in Review

121 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) for Q1 2018, worth a combined $395M — down 16% from $472M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of BSCL and 19 opened new positions — a net loss of 23 holders — while 27 trimmed existing stakes and 63 added.

The largest buyer was CMH Wealth Management, adding an estimated $6.23M. The largest seller was Private Vista, exiting entirely with an estimated $32.3M sold.

  • 121 institutional investors held Invesco BulletShares 2021 Corporate Bond ETF (BSCL) as of Q1 2018, down from 144 in Q4 2017.
  • Funds reported $395M of Invesco BulletShares 2021 Corporate Bond ETF stock for Q1 2018, down 16% quarter-over-quarter.
  • 19 funds opened new Invesco BulletShares 2021 Corporate Bond ETF positions in Q1 2018 and 42 closed out, a net change of -23 holders.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF buyer in Q1 2018 was CMH Wealth Management, an estimated $6.23M added.
  • The largest Invesco BulletShares 2021 Corporate Bond ETF seller in Q1 2018 was Private Vista, an estimated $32.3M sold.

Based on aggregated 13F filings for Q1 2018.